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Analytics - Reports and Dashboards

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Quiz on Analytics - Reports and Dashboards, created by Judith Gräve on 13/01/2018.
Judith Gräve
Quiz by Judith Gräve, updated more than 1 year ago
Judith Gräve
Created by Judith Gräve over 6 years ago
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Resource summary

Question 1

Question
What is true about dynamic dashboards?
Answer
  • If a user wants to customise the dashboard, they should use a dynamic dashboard
  • A dynamic dashboard will refresh automatically several times a day
  • A dynamic dashboard will show data according to the user's security settings
  • In dynamic dashboards, the source reports used can vary according to the user

Question 2

Question
What is the maximum number of Components available on a Dashboard?
Answer
  • 20
  • 10
  • 50
  • 5

Question 3

Question
The Sales Manager of Acme Shoes would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:
Answer
  • All Salesforce Reports
  • Summary
  • Tabular
  • Matrix

Question 4

Question
An Acme Shoes Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:
Answer
  • Matrix
  • Tabular
  • Mailing
  • Summary

Question 5

Question
What type of report cannot be used to run a dashboard report?
Answer
  • Summary
  • Matrix
  • Tabular
  • Tabular with Row Limit specified
  • None of the above

Question 6

Question
Which of the following chart type can an administrator use to compare opportunity amounts by rep and then by state?
Answer
  • Gauge
  • Funnel
  • Stacked Bar Chart
  • Line Chart

Question 7

Question
What is determined by the running user of the dashboard?
Answer
  • What data viewers of the dashboard will see
  • which users can access the dashboard
  • which users can access the source reports for the dashboard
  • which users can refresh a dashboard

Question 8

Question
What types of dashboard components display the grand totals from the bottom of a report?
Answer
  • Metric
  • Gauge
  • Table
  • Chart

Question 9

Question
Which of the following type of report allows you to group records by both row and column?
Answer
  • Tabular
  • Summary
  • Matrix
  • Joined

Question 10

Question
Can a custom summary formula reference other summary formulas?
Answer
  • True
  • False

Question 11

Question
Which of the following type of report is a list of records with no subtotals?
Answer
  • Tabular
  • Summary
  • Matrix
  • Joined

Question 12

Question
What is an option when customizing a report? (3 answers)
Answer
  • Add a filter
  • Schedule a refresh time
  • Add a gauge component
  • Add a grouping
  • Summarize fields

Question 13

Question
Which of the following is not a report format?
Answer
  • Tabular
  • Mixed
  • Joined
  • Summary
  • Matrix

Question 14

Question
How many custom summary formulas can you have per report?
Answer
  • 1
  • 5
  • 10
  • 25
  • 50

Question 15

Question
Salesforce supports the following report formats except which one?
Answer
  • Joined
  • Tabular
  • Custom
  • Matrix

Question 16

Question
Which of the following settings can NOT be defined during report creation?
Answer
  • Groupings
  • Data Sorting Parameters
  • Graphs
  • Data filters

Question 17

Question
A user would like a report that includes data from Acounts and a custom object. What should the administrator do?
Answer
  • Create a matrix report
  • Create a summary report
  • Define a new report type that includes accounts and the custom object
  • Create a joined report and join Accounts and the custom object

Question 18

Question
What is true regarding the refresh of dashboards?
Answer
  • A dashboard is refreshed each time it is displayed
  • A user can refresh the dashboard on demand by clicking the refresh button
  • A dashboard can be scheduled to refresh hourly, daily, weekly or monthly
  • After a scheduled dashboard refresh, it can be emailed automically to a group of users

Question 19

Question
What is true about the running user for a dashboard?
Answer
  • The dashboard will only display for the running user
  • The running user's security settings will determine the data that is displayed
  • If a user drills down into a source report, the report will displa data based on the running user's security settings
  • The running user can be changed on the dashboard view page by authorized users

Question 20

Question
A dashboard shows data from source reports in the form of visual components. These components ould be all except for which one?
Answer
  • Charts
  • Gauges
  • Visual Force pages
  • Custom Report Type

Question 21

Question
What does the report type determine when a new report is created? (Choose 3)
Answer
  • Whether the report will be tabular, summary, or matrix
  • Whether the report can be displayed in a dashboard
  • The fields available to include in the report
  • The object included in the report
  • The default columns in the report

Question 22

Question
Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. What chart type can a system administrator use to accomplish this?
Answer
  • Gauge
  • Bar
  • Funnel
  • Donut

Question 23

Question
Which statement about report folders is true? (Choose 2)
Answer
  • Users with the "Manage Public Reports" Permission can create report folders
  • System administrators can access reports saved in user's personal folders
  • Each user has a personal folder for email templates, reports and documents
  • Chatter Free users can access report folders but cannot see results returned in reports

Question 24

Question
What is a valid relationship type between objects A and B when defining a custom report type? (Choose 2)
Answer
  • Each A record must have at least one related B record
  • Each A record must have exactly one related B record
  • Each A record does not have any related B records
  • A records may or may not have related B records

Question 25

Question
How can a system administrator grant users access to dashboards? (Choose 2)
Answer
  • Share folders with Public Groups
  • Share folders with roles
  • Create and share data categories
  • Designate running users

Question 26

Question
Which data can be highlighted in a report using conditional highlighting? (Choose 3)
Answer
  • Grand Totals
  • Summarized Totals
  • Date Fields
  • Grouped by field names
  • Summary Formulas

Question 27

Question
What must a system administrator consider when setting up the running user for a dashboard? (Choose 2)
Answer
  • Data access permissions determine what data the users can view in the source reports
  • The running user determines the data displayed in the components on the dashboard
  • Only users in the same role as the running user can view the dashboard
  • The running user becomes the default owner of the dashboard

Question 28

Question
Where can conditional highlighting be used? (Choose 2)
Answer
  • Matrix Reports
  • Tabular Reports
  • Summary Reports
  • Enhanced List Views

Question 29

Question
Universal Containers set the organization-wide-default setting for opportunities to private. Which records will an opportunity pipeline report return?
Answer
  • Opportunities owned by the user running the report and the users below them in the role hierarchy
  • Opportunities for the entire sales organization regardless if the user running the report
  • Opportunities for which the user running the report is also the account owner
  • Opportunities owned by the user running the report and user in the same role in the role hierarchy

Question 30

Question
A sales user needs to create and modify all public reports. The user has the “Create and Customize Reports” permission on his profile. How can the system administrator provide the correct access?
Answer
  • Add the "Manage Public Reports" permission to the user's profile
  • Enable the report builder feature for the user
  • Grant the user access to the appropriate report folders
  • Add the "Manage Custom Report Types" permission to the user's profile

Question 31

Question
Which dashboard component can display data from the summary rows of a report? (Choose 2)
Answer
  • Table
  • Chart
  • Metric
  • Gauge

Question 32

Question
What does a custom report type determine? (Choose 2)
Answer
  • The objects that are available when building a report
  • The custom summary formulas displayed in a resulting report
  • The report format of the resulting report
  • The fields that can be used as columns when building a report

Question 33

Question
What option is available when scheduling a dashboard refresh?(Choose 3)
Answer
  • Schedule the dashboard to refresh in different time zones
  • Send a refresh notification to internal users who have access to the dashboards
  • Schedule the dashboards to refresh quarterly
  • View and remove the dashboard refresh from the scheduled jobs page
  • Send refresh notification to portal users who have access to the dashboard

Question 34

Question
Which type of chart can be used to display summary values from two different levels of grouping in a report?(Choose 2)
Answer
  • Funnel chart
  • Donut chart
  • Grouped line chart
  • Stacked bar chart

Question 35

Question
What will occur when a system admin creates a dynamic dashboard?
Answer
  • the data displayed varies based on the user viewing the dashboard
  • the dashboard component resizes based on the device used to view it
  • the dashboard automatically sends an email when the underlying data changes
  • the dashboard refreshes automatically whenever the underlying data changes

Question 36

Question
Which statement about the custom summary formulas in reports in true? (Choose 2)
Answer
  • Custom summary formulas can reference another custom summary formula
  • Reports can be grouped by a custom summary formula result
  • Custom summary formulas can be used in a report built from a custom report type
  • Custom summary formulas can reference a formula field within a report

Question 37

Question
The following are true about scheduling and emailing reports
Answer
  • The running user determines whose data is visible on the report.
  • The running user must have access to the folder in which the report is saved.
  • All email recipients must have access the folder the report is saved to.
  • The report is emailed within 30 minutes of the Preferred Start Time
  • All of the above

Question 38

Question
What is capability of joined reports? (Choose 2)
Answer
  • Add joined report to Dashboard
  • Schedule and email report
  • Add conditional highlighting to the Data
  • Export the data to spreadsheet

Question 39

Question
What is true about the running user? Choose 3
Answer
  • The running user's security settings determine which data to display in a dashboard
  • If you have "View All Data" you can only choose yourself to run as specified user
  • When the "Run as specified user" setting is specified, the dashboard runs using the security settings of that single, specific user
  • With the "Run as logged-in user" a dynamic dashboard runs using the security setting of the user viewing the dashboard

Question 40

Question
Which is a consideration when creating a drill-to-detail dashboard component?
Answer
  • The dashboard component type must be a gauge.
  • Drill-to-detail must be enabled on the custom report type.
  • The source report must be stored in the drill-to-detail folder.
  • The source report must be grouped by record name, record owner, or feed post.

Question 41

Question
WHICH OF THE FOLLOWING CANNOT BE USED AS A SOURCE REPORT FOR THE ANALYTICAL (now: reporting) SNAP SHOT?
Answer
  • TABULAR REPORTS
  • SUMMARY REPORTS
  • MATRIX REPORTS
  • ALL CAN BE USED

Question 42

Question
What is the capability of dashboard filters? (Choose 2)
Answer
  • Filters can be added to dynamic dashboards
  • Scheduling or emailing a filtered dashboard returns filtered data.
  • Filters can be added to dashboard containing Visualforce.
  • Snapshots of filtered dashboard components can be posted to Chatter.

Question 43

Question
A Dashboard is a visual representation of data from multiple reports and (choose all that apply)
Answer
  • Is comprised of up to 20 components
  • Displays data from standard reports
  • Has a running user to determine what data is visible
  • Displays data as of the last time the dashboard was refreshed
  • Always shows up to date data
  • Can be scheduled to be refreshed and emailed automatically

Question 44

Question
A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard. How would an administrator enable this? (Choose two)
Answer
  • Grant the sales manager the "Drag-and-Drop Dashboard Builder" permission
  • Create the dashboard as dynamic dashboard
  • Grant the sale manager the "Manage Dynamic Dashboards" permission
  • Grant the sales manager the "View My Teams Dashboards" permission

Question 45

Question
Which is a feature of combination charts? (Choose 2)
Answer
  • Display more than one summary value in chart
  • Add a third axis range to the chart
  • Display data from multiple reports in a chart
  • Add a second axis range to a chart

Question 46

Question
Select the best component to use if you want to list the top five sales performers on a dashboard.
Answer
  • Chart
  • Table
  • Gauge
  • Metric

Question 47

Question
What does the primary object in a custom report type determine? (Choose 2)
Answer
  • The unrelated objects that can be selected in the report builder
  • The category in which the report type will appear in the report builder
  • The show filter values available when running a report
  • The secondary objects that can be selected in the report type

Question 48

Question
Folders are used to manage
Answer
  • Either Reports, Price Books, Documents. or Email templates
  • Either Reports, Dashboards, Documents, or Products
  • Either Reports, Dashboards, Documents, or Email templates
  • Either Reports, Dashboards, Documents, or Other Folders

Question 49

Question
WHAT SHOULD BE THE ADVANCED FILTER CONDITIONS TO MEET THE REQUIREMENT "FIND CONTACTS OWNED BY POO THAT HAVE A TITLE OF CFO, FUNCTIONAL ROLE OF CFO, OR REPORTS TO THE CFO?" 1) TITLE EQUALS CFO 2) FUNCTIONAL ROLE EQUALS CFO 3) REPORTS TO EQUALS CFO 4) CONTACT OWNER CONTAINS POO
Answer
  • (1 OR 2 OR 3) AND 4
  • (4 AND (2 OR 3)) OR 1
  • (1 OR 2 OR (3 AND 4)
  • (1 AND (2 OR 3)) OR 4

Question 50

Question
Jim is a sales manager for an internal products company. He has asked sales operations to provide a report that groups leads by company size: Small (Less than 50) Medium (Between 51 and 500) Enterprise (501 and More) This data is currently captured in the standard numeric lead field "No. of Employees". What feature of Salesforce.com can you leverage to generate this report?
Answer
  • Custom Summary Formulas
  • Bucketing
  • Cross Filters
  • Dashboards

Question 51

Question
Julie is a sales manager for ABC Products, Inc. She would like to run a report that shows the total value of won opportunities summarized by sales rep (opportunity owner). What is the least complicated report format that would meet this need?
Answer
  • Matrix
  • Joined
  • Tabular
  • Summary

Question 52

Question
You are the Salesforce administrator for your organization, and you have been asked to evaluate the distribution of account records among the sales staff. The sales operations manager would like to start by seeing a report that displays account ownership per sales rep as a percentage of the total number of accounts. For example: 100 Accounts Total Rep A - 9 Records / 9% Rep B - 14 Records / 14% Rep C - Etc. What feature of Salesforce.com can be leverage to perform this type of analytics?
Answer
  • Custom Formula Fields
  • Bucketing
  • Custom Summary Formulas
  • Matrix Report

Question 53

Question
A group of executives within your organization would like a variety of summary-level information emailed to them on a weekly basis. Examples of the type of information they are looking for include the following: Number of opportunities created this week, summarized by sales rep Amount of opportunities closed/won this week, summarized by sales rep Total current sales pipeline in USD, summarized by stage What would be the best way to meet this need for the executive staff?
Answer
  • Create a dashboard with the required metrics and schedule it for weekly delivery to the appropriate users.
  • Create several reports and schedule them for email delivery to the appropriate users.
  • Create a dashboard and manually refresh and email the dashboard to the appropriate users on a weekly basis.
  • Create a custom report type and schedule it for weekly email delivery.

Question 54

Question
What relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
Answer
  • Each contact must have a related account
  • Each account may or may not have related contacts
  • Each account must not have related contacts
  • Each contact may or may not have a related account
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