Reports
1. 条件格式
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2. Summary Formula
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例子:计算赢单比率 (WON:SUM/CLOSED:SUM)
3. Categorize Data by Bucket Fields
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4. Use Relative Dates in Filter
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5. Cross Filters
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用例:在primary object的report type下,选择child object属性过滤primary object数据。
参考:https://trailhead.salesforce.com/content/learn/superbadges/superbadge-lex-rd
6. Report Chart Component in Lightning Record Page
I have a Report with a customized chart.
Then I can add it to record page, and add filter to make it only show record specific report.
参考:https://trailhead.salesforce.com/content/learn/superbadges/superbadge-lex-rd
Dashboards
1. Globally Apply Theme to Chart / Table Components in Dashboard
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Then you can edit theme in specific widgets to make exception.
2. Apply Filters on Dashboard
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Note: don't forget to check each charts / tables to make sure all them applied with the same filed.