Simple and easy to follow. Great job. You broke down the concepts really well with this example and helped me make sense of how to make use of joined reports.
Great video, of all the trails and modules and courses I've done preparing for the exam, I've never really understood the point of joined reports until I saw this video. So with an hour until the exam you have clicked it for me, thanks!!
Thanks for this video. Very useful Quick question. I have 2 blocks (Cycle and address) and i want to filter only the accounts that are part of a cycle and bring me all the address information but when i filter by Cycle all accounts still appear
Thank you for this excellent video. How would you filter this report to ONLY show Cases with or without Opportunities? Our org does not want to see any rows of Oppys without Cases
Hey, can you have a formula where you show only matching records on both? by that l mean ONLY accounts with cases and opportunities? and exclude anything empty from both blocks ? thank you
Hi, i tried to generate a report almost exactly as yours, but it doesn't work for me this way. I want to generate a report for my cases linked to an opportunity. I added opportunities report because I want to see in which sales stage is it, and cases report dont show that field. Ideally I want to see all opportunities and cases for my team that are open. Either oppties in certain sales stage or any case linked to an opportunity, and above all of it, I want them to match in same row. so if I have a case with an opportunity, I see a row with the sales stage. And also thank you for your videos, hope you share more content about formulas in reports. 🙂
Don't know why I waited so long to take a look at Joined Reports. Your video was clear, concise ... very easy to follow. Thanks for posting!
Simple and easy to follow. Great job. You broke down the concepts really well with this example and helped me make sense of how to make use of joined reports.
how do you limit the records in the second block to only show if there is a record in the first block?
Great video, of all the trails and modules and courses I've done preparing for the exam, I've never really understood the point of joined reports until I saw this video. So with an hour until the exam you have clicked it for me, thanks!!
Thanks for the clear video. Amazing job!
Loving the videos so far! Keep 'em coming!!
This was great. Clear and easy to follow. Thank you!
Great break down, thanks!
Very helpful - thank you!
Great video, you've made it easy to understand !
That was really helpful, thanks!
Amazing! THANK YOU
very helpful, thank you!
Muchas gracias!!
Thanks for this video. Very useful
Quick question. I have 2 blocks (Cycle and address) and i want to filter only the accounts that are part of a cycle and bring me all the address information but when i filter by Cycle all accounts still appear
Great job!
Thank you for this excellent video.
How would you filter this report to ONLY show Cases with or without Opportunities? Our org does not want to see any rows of Oppys without Cases
Hey, can you have a formula where you show only matching records on both? by that l mean ONLY accounts with cases and opportunities? and exclude anything empty from both blocks ? thank you
Very helpful!
Hi, i tried to generate a report almost exactly as yours, but it doesn't work for me this way. I want to generate a report for my cases linked to an opportunity. I added opportunities report because I want to see in which sales stage is it, and cases report dont show that field. Ideally I want to see all opportunities and cases for my team that are open. Either oppties in certain sales stage or any case linked to an opportunity, and above all of it, I want them to match in same row. so if I have a case with an opportunity, I see a row with the sales stage. And also thank you for your videos, hope you share more content about formulas in reports. 🙂
I think all you need was a standard report using Opportunities with Cases report type.
Iam not getting the case history to join