Create Pixel Perfect Reports using Analytics Cloud
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Course Overview
A “Create Pixel Perfect Reports using Analytics Cloud” course teaches how to use the Salesforce Analytics Cloud platform to create professional and accurate reports. Participants will learn how to use Analytics Cloud’s data visualization tools to create interactive dashboards, reports, and charts that can be used to analyze and share business data. The course covers key concepts, such as data sources, report building, and data visualization techniques. The course is designed for business analysts, data scientists, and other professionals who need to create and share data-driven insights with stakeholders. The objective of the course is to provide participants with the skills to create compelling, accurate, and informative reports that can be used to drive business decisions and insights.
At the end of the training, participants will be able to:
- Schedule Reports
- Perform Translations
- Create Reports
- Administration tasks
- Create reports from different data sources
- Create and Modify Data Models
- Create RTF Templates by Using Template Builder
- Create Layouts by Using the Layout Editor
Pre-requisite
No pre-requisite
Duration
2 days
Course Outline
- Log in to BI Publisher
- Browse the Catalog and view Catalog objects
- Manage the Catalog objects
- Manage favorites
- Create a simple report based on a predefined data model using the Report Wizard
- View the reports
- Configure report parameters and set report properties
- Understand the features of the Data Model Editor
- Explore the supported Data Sources
- Create a JDBC connection to the database
- Define a private data source
- Create and edit a data model based on SQL
- Define parameters and a list of values
- Describe the Layout Editor tool
- Use Layout Editor to build report layouts
- Work with various layout components
- View and save layouts
- Describe the functions and features of Template Builder
- Install Template Builder
- Create RTF templates offline using sample XML data
- Connect online to BI Publisher to create and publish RTF templates
- Insert tables, forms, charts, and other components into RTF templates
- Work with basic and form field methods
- Work with advanced RTF template techniques
- Understand Template Builder for Excel
- Schedule reports
- View report jobs and job history
- Edit and Manage the scheduled reports
- Schedule a report with triggers
- Understand bursting
- Add a bursting definition
- Schedule reports for bursting
- Describe the types of translations and the options available in BI Publisher for performing translations
- Create a localized template for translations by using Template Builder
- Create a translation file
- Create a BI Publisher report based on HTML (XML feed)
- Create a BI Publisher report based on XML files
- Create a BI Publisher report based on CSV files
- Create a BI Publisher report based on MS Excel spreadsheets
- Create a BI Publisher report based on BI Analyses
- Create a BI Publisher report based on View Objects
- Describe BI Publisher administration tasks
- Configure data sources
- Configure delivery options
- Verify the scheduler configuration
- Manage the runtime configuration
- Set object permissions
Reviews
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Anitha PrashanthIndegene 
