After completing this tutorial, you’ll be able to:
- Add a Custom Field to the Answer Object to be able to Report On
- Create a New Report
- Add a Chart to visualize the Report
Reporting on Data Collected in Youreka Forms with Salesforce Reports
Since Youreka is entirely Salesforce native, users can leverage standard Salesforce reporting to manage and visualize the data captured in Youreka forms. Youreka doesn’t offer standardized reports out of the box, it’s helpful to know how to perform some configuration within Salesforce so that reports make better sense of the data captured in forms.
For this tutorial, we will continue with our Arabica Coffee Store Visit scenario and we will create a report that shows the distribution of prices at Monroe Markets over time. We want to concentrate our report to only show answers from forms related to the Monroe Markets account record.
Secondarily, we want to drill down into the question: “How do Arabica Coffee prices compare to other coffee brands?” to know how often Monroe Markets has been above the average cost of competitor coffees in the same aisle so that their store is in keeping with Arabica Coffee Co.’s pricing strategy.
Unfortunately, up to this point, we haven’t created enough forms and therefore enough data for Monroe Markets for this report to be valuable. We will start this tutorial by creating at least 7 new Store Visit forms for Monroe Markets. Assume that each new form represents a new visit to the store over a long period. In your organization, you will likely build data over time and this tutorial will show you how to make the most of it. To begin, log in to your Salesforce Org.
- Log in to Salesforce and navigate to Youreka.
- Navigate to the Form Templates Tab and select the latest your Arabica Coffee Store Visit.
- Create at least 7 new forms from this template, all related to the Monroe Markets Account record and whichever contact or contacts you choose to leverage for this store.
- For the Question Label: “How do Arabica Coffee prices compare to other coffee brands?”, at least 5 of these forms should have the answer: Higher than Average.
- When you are finished, your Form Template Detail page should look like this.
- Now that we have enough data, we will be able to create a better report. Since we want to filter by the Monroe Markets Account record, we must first perform some configuration to add a custom field on the Answer Object that can then be used in report filters.
Adding a Custom Field to the Answer Object
- Navigate to Setup > Create > Objects > Answer.
- On the Answer Object, scroll down to Custom Fields & Relationships and click New.
- Select Formula as your Data Type and click Next.
- On step 2, set the Field Label to Account Name and Field Name to Account_Name and set the Formula Return Type to Text. Click Next when finished.
- On step 3, change the tab to ‘Advanced Formula’ and enter the following formula.
- Account refers to the Object (Account) and Name refers to the field on that object (Account Name). We have just told the formula what to recognize as a part of this text string. This can be done for any field on any object by editing these two portions of the text string. For example, Contact Last Name would change to: disco__Form__r.disco__Form_Contact__r.LastName. Click Next to Continue.
- Click Next until your final step where you Save your new formula.
Create a New Report
- From the Navigation Bar, select Reports.
- Next to Reports & Dashboards, select New Report…
- From the Select Report Type list, open the Other Reports + button and select Answers with Question and then Create.
- The information available in the new window doesn’t tell the user anything about their data. In order to customize the report, you need to first drag and drop in a few fields from the list on the left.
- Question: Label – The label of the question on the form – for example, How do Arabica Coffee prices compare to other coffee brands?
- Answer – The associated answer to each question – for example, Higher than Average
- Question: Order – Gives you the ability to sort that column to show the questions in the same order in which they appear on the form.
- Remove the two default columns from the Preview space so that your Preview looks like this.
- We’ll now begin filtering to only show the data that we’re looking for. At the top next to Filters, click Add. We want to leverage our new custom field so that we can filter by our Account Name, so add the filter Account Name equals Monroe Markets. Click OK.
- We want our second filter to drill down into the question we hope to report on. Add the filter Question: Label contains prices. Click OK.
- We should now have a new, better version of our preview that makes sense to the viewer.
- Summarize your report by the answer to drill down even further. Next to Preview, change the format from Tabular to Summary. You can now drag and drop a field from the left into the space to group by that field. Drag and Drop ‘Answer’ from the left to group only by the answer.
Add a Chart
- Add a chart to better visualize your results. Click Add Chart from the list above the report preview.
- In the Chart Editor box, you can choose from a variety of different chart types to visualize the report results. For this example, we will select Pie Chart.
- Under Pie Chart, click the Formatting Tab to format your chart. Add a chart title: ‘Monroe Markets Prices’ and leave all other fields as the default.
- Click OK to see the chart positioned above your data. Your page should appear as follows:
Want to make your forms actionable? Add Discoveries! Learn how with the Discoveries Tutorial.