Chart on Report: How to Meet Sales Ops Requirement | Salesforce CRT101 Exam Guide

Create a Chart on a Report: Universal Container's Sales Ops Requirement | Salesforce CRT101

Question

Universal Container's Sales ops don't want to create any dashboard, but she wants to view a chart on her report.

What should she create to meet her requirement?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A

Report charts are the best option for users to add a chart to a report without the need of creating a dashboard.

Report charts give you the ability to add one single chart.

Option B is incorrect because this is possible with report charts

Option C is incorrect because there is nothing called report components, but there are dashboard components.

Option D is incorrect because you build report types for reports, not for report chart.

Reference:

In this scenario, the Sales ops at Universal Container don't want to create a dashboard but still want to view a chart on their report. There are a few options that can be considered:

A. Report Charts: Report charts can be created directly on a report to display a visual representation of the report data. The Sales ops can create a report and add a chart to it. The chart can be customized to display the data in various formats such as pie, bar, or line chart. The report charts can be used to provide a quick snapshot of the data without having to create a dashboard.

C. Report Components: Report components can be added to a report to provide additional context to the report data. These components can include tables, summaries, or charts. The Sales ops can create a report and add a chart as a report component. The chart can be customized to display the data in various formats such as pie, bar, or line chart. The report components can be used to provide additional information to the report without having to create a dashboard.

D. Build Report Chart report type: The Build Report Chart report type allows the user to create a custom chart based on the report data. The user can select the report fields to include in the chart and customize the chart type and settings. The Sales ops can create a report and use the Build Report Chart report type to create a custom chart based on the report data. The custom chart can be used to provide a more specific view of the data without having to create a dashboard.

B. This is not possible as the user will need to create a dashboard: This option is incorrect as there are multiple ways to view a chart on a report without creating a dashboard.

In conclusion, options A, C, and D are all viable solutions for the Sales ops to view a chart on their report without having to create a dashboard. The best option will depend on the specific needs of the user and the data being analyzed.