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Question

Difficulty: EasyStandard/Custom Report Types and Formats

A Salesforce administrator is tasked with creating a report that summarizes closed opportunity amounts organized both by Account Owner along the rows and by Close Quarter along the columns. Which report format must the administrator select to support this two-dimensional grouping?

  1. A
    Tabular
  2. B
    Summary
  3. MatrixAnswer
  4. D
    Joined

Answer

Matrix report format is required because it allows grouping records by both rows and columns.
The Matrix report format is specifically designed to allow grouping of records by both rows and columns simultaneously. This creates a grid structure suitable for summarizing metrics such as totals by Account Owner (rows) and Close Quarter (columns).

Step-by-Step Solution

1
Identify the reporting requirements
The requirement specifies grouping opportunity data across two distinct axes: Account Owner on rows and Close Quarter on columns.
Determining the required axes of grouping dictates the appropriate report format.
2
Evaluate Salesforce report format capabilities
Tabular supports no groupings; Summary supports row-only groupings; Matrix supports row and column groupings; Joined combines multiple report blocks.
Matching capabilities to requirements ensures selection of the correct layout format.
3
Select the matching format
The Matrix format satisfies the requirement for simultaneous row and column grouping.
Matrix is the only standard format designed specifically for grid-like, two-dimensional summarization.

Key Concept

Salesforce Report Formats (Tabular, Summary, Matrix, Joined)
Estimated Time:45s
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Topics

Standard/Custom Report Types and Formats

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