Sunday, June 22, 2014

Historical Trending & Embedded Analytics

Historical Trending Report:
To make historical trend reports available to your users, use filters to configure the amount of data that’s captured for historical reporting and then select the fields that will be available for historical reports.

1. Enable Historical Trending


2.Create a Historical Trending report by selecting appropriate report type







After you enable historical trending, a new custom report type is available for users to choose when they create a new report. If you enable historical trending on a new field, that field is automatically added to the historical trending report layout.
If you need to turn off historical trending, keep these points in mind.
When you turn off historical trending for a field, that field’s historical data is deleted.
When you turn off historical trending for an object, all historical data and configuration settings are deleted for that object, including the object’s historical trending report type and any reports that have been created with it.
When you turn off historical trending for a field, and then delete that field, the field’s historical data will not be available if historical trending is enabled again.

Embedded Analytics:
Typically, users have had to navigate to the Reports tab to find data. But you can give them valuable information directly on the pages they visit often. To do that, just embed report charts in detail pages for standard or custom objects. When users see charts on pages, they are empowered to make decisions based on data they see in the context of the page without going elsewhere to look for it
Keep below in your mind before implement embedded analytics.



created two reports and added chart to these reports and pass account id from your page layout settings as shown below






Limitations :
You can have two report charts per page.
You can only add report charts from the enhanced page layout editor. The mini console and the original page layout editor are not supported.
On detail pages, users can refresh up to 100 report charts every 60 minutes.
Your organization can refresh up to 3,000 report charts every 60 minutes.






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