ANALYTICS, REPORTS AND DASHBOARDS PLATFORM-ADMINISTRATOR-II Practice Questions (Page 4)

Questions 16–20

1. 16application · medium

   A sales director wants a report that shows the number of opportunities in each deal size range: $0-$10k, $10k-$50k, $50k-$100k, and over $100k. The report should be grouped by these ranges and show the total amount for each range. Which feature should the administrator use to create these custom ranges?

   • ACreate a bucketing field on the opportunity amount with the specified ranges.
   • BCreate a formula field on the Opportunity object that assigns a range label.
   • CUse a custom summary formula to calculate the total amount for each range.
   • DUse the standard opportunity report type and group by amount using the built-in ranges.
   Reveal Solution Discussion Select an answer first
2. 17foundation · easy

   A manager wants to analyze how the number of open cases has changed each month over the past year. Which feature should be used to capture this historical data for trend analysis?

   • AReporting snapshots
   • BJoined reports
   • CDashboard filters
   • DCustom summary formulas
   Reveal Solution Discussion Select an answer first
4. 18expert · hard

   A product manager wants a dashboard that shows the trend of product returns over the past year, broken down by product category. The manager also wants to see the return rate (returns divided by units sold) for each category. The data is in a custom object that stores return records, and the units sold are in a separate custom object. Which approach should the administrator take to create this dashboard?

   • ACreate a report using a custom report type that joins the return and sales data, then add a custom summary formula for the return rate, and display it in a line chart on the dashboard.
   • BCreate a custom formula field on the return object that calculates the return rate using the sales data.
   • CCreate a joined report with two blocks: one for returns and one for sales, then add a dashboard filter for product category.
   • DUse a reporting snapshot to capture the return data monthly and then create a dashboard from the snapshot.
   Reveal Solution Discussion Select an answer first
5. 19foundation · easy

   A report shows accounts. The analyst wants to include only accounts that have at least one opportunity with an amount greater than $10,000. Which feature should be used?

   • ABucketing
   • BJoined report
   • CCross filter
   • DCustom summary formula
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6. 20application · medium

   A company has a sales team and a support team. The sales director wants a dashboard that shows sales pipeline data, and the support manager wants a dashboard that shows case volume. Both dashboards should show data relevant to the viewer's role. Which approach should the administrator take?

   • ACreate one dynamic dashboard that shows different data based on the running user's role.
   • BCreate two separate dashboards, one for sales and one for support, and share each with the appropriate team.
   • CUse a joined report to combine sales and support data into one report.
   • DCreate one dashboard with filters for sales and support data.
   Reveal Solution Discussion Select an answer first