Da sauri ƙara ginshiƙi don bayar da rahoto a cikin tallace-tallace na SalesForce Ligthning
Dingara ginshiƙi zuwa rahoto a cikin Sansanin Haske
Lokacin da maɓallin ƙara ma'amala ke gudana a cikin rahoto wanda aka kirkira a cikin SalesForce kada ku firgita - dole ne a yi amfani da magudin mai sauƙin don ƙirƙirar ginshiƙi daga rahoton ɗin, kuma za a iya amfani da dabarar a kowane lokaci lokacin ƙirƙirar rahotanni a cikin SalesForce: rukunin yi rikodin tare don tsara tsara ginshiƙi.
Warware chartara ginshiƙi ginshiƙi rahoton rahoton da aka kammala: bayanin rahoton rukuni akan filin guda
Kewaya kaɗa g add ari da maɓallin ginshiƙi ta hanyar haɗa bayanai
Bude rahotonka wanda aka kirkiresu a cikin SalesForce saika latsa madannin gyara a saman kusurwar dama na allo na rahoton rahoton don samun damar zabin rahoton ka kuma isa kusa da maɓallin fitar da mai.
Mataki na gaba shine ƙara ƙungiyar bayanai. Misali, idan kanaso kayi rahoto kan nawa Mister, Miss da Likitoci suna cikin jerin sunayen ka na sayarwa da asusun abokan ciniki da na abokan ciniki sannan a zabi filin salati domin a hada rukuni.
Amfani mai kyau wanda za'a iya amfani dashi don aikawa da bayanai daga SalesForce zuwa Excel a cikin teburin rahoto yanzu an tattara shi filin filin kamar yadda kuke gani a shafin samfoti.
Kodayake, har yanzu ba a saita bayanai ba kuma har yanzu ba a sabunta rahoton ba tukuna. Don yin hakan, danna maɓallin RUN.
an kasa kara ginshiƙi zuwa rahoton al'ada
Haɗa ginshiƙi daga rahoto
Komawa kan allo mai gani rahoto, maɓallin Chaara Chart yanzu yana don bayanan da aka haɗa akan filin ɗaya!
Bayan danna maɓallin ƙara ginshiƙi, za a nuna allon ƙirƙirar ginshiƙi, tare da daidaitaccen tsinkayar ginshiƙi ta zaba ta hanyar tsohuwa, wanda zai iya dogara da nau'in bayanan da aka samu a cikin rahoton, da kuma filin da aka yi amfani da shi don yin rukuni.
Danna maballin ginshiƙi don canza nau'in ginshiƙi da aka yi amfani da su.
Akwai nau'ikan zane daban-daban na zane-zane: mashaya, shafi, sandar takamaiman, shafi mara kyau, layi, donut, funle, makircin watsawa, da ƙari mai yawa.
Ya danganta da bayanan da aka tattara, za'a sami wadatattun samfuri daban-daban ko ba don tsara tsarawar ba.
Zabi hangen nesa na kyauta, sabon ginshiƙi da aka kirkira daga rahoto zai kasance kuma ana iya amfani dashi da kuma sake amfani dashi a dashboards na SalesForce ko don fitar da bayanai daga SalesForce zuwa Excel da ƙirƙirar rahotanni masu kyau tare da ginshiƙi.
Sanya Chart a RahotonTambayoyi Akai-Akai
- Menene fa'idodi na ƙara zane-zane zuwa rahotanni a cikin walƙiyar warkarwa?
- Tallafe-zane don rahotanni suna inganta hangen nesa na bayanan, suna sa ya sauƙaƙa fassarar hadaddun data kuma gano yanayin da samfuran da samfuri.
Yoann Bierling shine ƙwararren ɗab'i na dijital, mai ba da shawara na duniya, yin tasiri na duniya ta hanyar ƙwarewa da bidi'a a cikin fasaha. Masu sha'awar ƙarfafa mutane da ƙungiyoyi don haɓaka sakamako na musamman da haɓaka haɓakawa ta hanyar samar da abun ciki.
