ADM-201 · Question #132
Ursa Major Solar needs its sales users to be able to do the following: - View their open Opportunities grouped by Stage - View their open Opportunities grouped by source report on a dashboard componen
The correct answer is B. Summary. To view open opportunities grouped by Stage and then by Source on a dashboard component, a Summary report format must be used.
Question
Ursa Major Solar needs its sales users to be able to do the following:
- View their open Opportunities grouped by Stage
- View their open Opportunities grouped by source report on a dashboard component.
Which report format needs to be used to accomplish this goal?
Options
- ATabular
- BSummary
- CJoined
- DMatrix
How the community answered
(26 responses)- B92% (24)
- C4% (1)
- D4% (1)
Why each option
To view open opportunities grouped by Stage and then by Source on a dashboard component, a Summary report format must be used.
A Tabular report simply lists records without any grouping or subtotals, making it unsuitable for the requested dashboard component that requires grouped data.
A Summary report format allows users to group records by up to three levels, enabling the grouping of opportunities by Stage and then by Source, which is necessary for the requested dashboard visualization. These reports also support aggregate functions like sums and averages.
A Joined report combines data from multiple standard or custom report types into a single report, but it is not primarily designed for basic multi-level grouping within a single report type like a summary report.
A Matrix report groups records by both rows and columns, providing a cross-tabulation, which is more complex than needed for the specified grouping requirements that a summary report can fulfill.
Concept tested: Salesforce report formats for grouping
Source: https://help.salesforce.com/s/articleView?id=sf.reports_types_create.htm&type=5
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