Salesforce Lightning Experience Reports & Dashboard Specialist – Trailhead Superbadge

Lightning Experience

We at Techforce Services love Trailhead and take the challenge to complete most of the trails, modules, projects & superbadges as they are released. Last week we started with the newest of the superbadges “Lightning Experience Reports and Dashboards Specialist”. This post is a summary of some key tips to help you solve the superbadge.

These are not direct answers or solutions that you can replicate, but they will help you clear the hurdles in each of the steps.

Prework and Notes to Earn this Superbadge

    • Set Up a new Trailhead Playground for this superbadge. It will help you reduce a lot of configuration issues.
    • Don’t forget to add a Value (SolarBot) into Opportunity type (Picklist Value). It is the one of the key filter value in Reports.
    • Make sure all Public Groups created properly (better to copy/paste the names from the superbadge details to avoid silly mistakes).
    • The most important thing is some of the terminologies used not match the name as it appears in the UI (For Example, Solution=Report Type, Categories=Bucket Field and etc)

Step 1:

    • SolarBot report folders use the naming convention SolarBot [team/group] Reports.([team/group replaced by Executive, Sales, Support, R&D]
    • Report Location and Report Type are very Important. Tip: Collect all SolarBot information, whether or not they have related SolarBot Status records
    • Pay attention when Moving reports from existing folder to New Folders

Get some practice for Editing Report type page layout to remove particular fields Tip: Create a dummy report type page layout and move unwanted field into that, Finally delete the page layout

Step 2:

  • Accounts Without SolarBot Opportunities: Create a Cross Filter as below
    • Account without Opportunity
    • Opportunity type = Solarbot
  • SolarBot High-Case Candidates: Use Summary field(Number of SolarBots on Account Object) which already created for you(Number of SolarBots=0)
  • SolarBot Warranty Call Sheet: Pick only Warranty Expired Accounts(Under Warranty?=False)

Step 3:

  • Top Case Drivers by SolarBot Ownership

    • Report Type is Case(Standard)
    • Row Summary field is: SOLARBOT OWNERSHIP
      Column Summary Field is: CASE REASON
    • SolarBot Status Averages
      • Report Type is SolarBot and Status Date(Custom which you have created)

Step 4:

  • Temperature to kWh Research
    • Make sure the Bucket field value ranges are correct
    • Group by Temperature Range (Bucket field)
    • Remove Details, Subtotal, Grand Total

Step 5:

  • SolarBot Loyalty Revenue: The formula is very Important
    • Tip: IF the Sum of Number_of_SolarBots__c < 1 the Adjusted Expected Revenue is Just Sum of Expected Amount only otherwise The Adjusted Expected Revenue is Expected Amount + Expected Amount *10%
    • The main conditions is the opportunity having Solarbot or not
      Chart is: Vertical Bar type

Step 6:

  • Sales Report Modifications
    • Add Billing state field and group it
    • Use Relative Date Filter for “Next 45 days”
  • Support Report Modifications
    • Add Phone field and pick the chart type as Horizontal Stack bar (tick the 100%) for the first report
    • Change data by week instead of by day and Pick the Chart as Line type for the second report
  • R&D Report Modifications
    • Compare average kWh and average panel temperature by SolarBot model on another axis
    • Place categories on the X-axis, with count on the Y axis
    • Pick the Chart as Vertical bar type

Step 7:

  • SolarBot Pipeline by Stage
    • Report: SolarBot Loyalty Revenue
    • Component Type: Vertical Bar
    • TipMax Groups Displayed = 9
  • Case Drivers and SolarBot Ownership
    • Report: Top Case Drivers by SolarBot Ownership
    • Component Type: Vertical Sack Bar
    • Tip: Stack to 100%
  • Temperature and Kilowatt Hour Relationship
    • Report: Temperature to kWh Research
    • Component Type: Line Type
    • Tip: X Axis=Temperature Range and SolarBot Model; Y Axis=Average KiloWatt Hours
  • SolarBot Evangelism Countdown
    • Report: Accounts without SolarBot Opportunities
    • Component Type: Gauge Type
    • Tip: Careful the Segment Range Setting
  • Opportunity Overview
    • Report: SolarBot Loyalty Revenue
    • Component Type: Lightning Table
    • Tip: Set Prospecting first on the list stage opportunities

Step 8:

  • Color Scheme
    • Set the Dashboard Theme as Dark Except Opportunity Overview component
    • Pick “Sunrise” as Dashboard Palette
  • Marquis Accounts
    • Create a Dashboard Filter and name it as Marquis Accounts
    • Add 2 mentioned Account
    • Pick account name in 1st and 5th component in instead of primary partner
  • SolarBot App Page: Add this dashboard into SolarBot App Page
  • Schedule the Report: Schedule this report to you for every Tuesday 9 a.m

Lightning Superbadge

Hope this will help you Trailblazers to solve this superbadge. Thanks for visiting our blog.

Checkout our other blogs on Trailhead Superbadges 

  1. Salesforce Advanced Apex Specialist – Trailhead Superbadge
  2. Salesforce Lightning Component Framework Specialist – Trailhead Superbadge

64 comments

  1. Hi Monika,

    I am stuck on Challenge 6 with the below error:

    We can’t find the graph specific to the ‘Temperature to kWh Research’ report showing each temperature range and the list of models within that range.

    Don’t know what am I missing here, I have chosen a vertical bar chart.
    X-Axis: Temperature Range
    Solarbot Model
    Y-Axis: Record Count
    Average Kilowatt Hours

    Could you please help me here

  2. Ashish Dhamija,

    Please make sure:

    The X-Axis should be following Order
    1. Temperature Range
    2. SolarBot Model

    The Y-Axis is “Average Kilowatt Hours”

    Additionally, Disable the “Row Count” and “Grant Total” Keep only “Detail Row” on the report.

    Please let me know If you required any help!

    Karthik

  3. Get some practice for Editing Report type page layout to remove particular fields Tip: Create a dummy report type page layout and move unwanted field into that, Finally delete the page layout

    what is the report type page layout?
    i didnt get it?

    1. Hi Neeraj,

      Please check your Report Type and look after the “Field Layout Properties” (Edit Layout). Then your problem will be solved

      karthik

  4. Hi, Karthik,
    I love your blog! It’s helpful and interesting.

    I’m stuck on step 6. I keep getting the following error message: The ‘SolarBot Warranty Call Sheet’ report doesn’t show the correct group of accounts. Remember that best practice for managing filters is to group similar items, like warranty status or states, together. Remove any unnecessary parentheses.

    – My filters are: All Accounts, Last Activity = All Time, Under Warranty (locked) = False, Warranty Expiration less or equal to NEXT 45 DAYS, and Billing State = NV,UT,CA

    – I’ve got Account Name and Phone as columns

    – The report is currently grouped by rows: Warranty Expiration and Billing State/Province I’ve tried many other combinations of groupings between warranty exipry and billing state (RR, CR, RC, and CC). None has worked.

    – Where does the “Remove any parentheses” come from? I’ve never seen that error message before and wasn’t aware that any of my filters are parenthetical.

    I cannot find my error. What am I not seeing?
    Thank you!

    1. Hi

      Seems to be Your X and Y axis are correct.

      Group by only “Billing State/Province”
      Acceding by only “Under Warranty?”

      karthik

  5. I am also having difficulty with the 6th challenge. I am getting the following error message:

    We can’t find the additional analysis by model being performed on the ‘Temperature to kWh Research’ report. Remember that you can organize data horizontally and vertically at the same time.

    The chart is set up as follows:

    X-Axis:
    Temperature Range
    SolarBot Model

    Y-Axis:
    Average Kilowatt Hours

    Any help is greatly appreciated.

    Thank you
    -Dan

  6. Challenge Not yet complete… here’s what’s wrong:
    The ‘SolarBot Warranty Call Sheet’ filter shouldn’t be adjustable by users.

  7. For challenge 3, I keep getting an error stating that my data is cumulative. I am using the custom report type, which passed in challenge 1, and brought in the 3 measures at the “status” level and changed them to “average”. Any suggestions?

    1. Hi Jeff,

      Can you kindly mention the report name which you are struggling , please?

      I can help you ASAP

      Kathik

    2. Hi Jeff,

      Follow the below points may help you also if the Report name Is ‘SolarBot Status Averages’

      Chat Name: Weekly Panel Temperature and kWh

      Chrt Type: Line Chart

      X axis –> Status Date

      Y axis –> Average Panel Temprature
      AND
      Average Killowatt Hours

      Do not pick “cumulative”

      Kathik

  8. I’m doing challenge 3 and I can’t pass. This is the error:

    Challenge Not yet complete… here’s what’s wrong:
    The ‘SolarBot Status Averages’ report is displaying cumulative data.

    Please help!

    1. Hi Renan,

      Follow the below points:

      Chat Name: Weekly Panel Temperature and kWh

      Chrt Type: Line Chart

      X axis –> Status Date

      Y axis –> Average Panel Temprature
      AND
      Average Killowatt Hours

      Do not pick “cumulative”

  9. Hi Karthik,
    I am stuck at challenge 6 with the below error:

    Challenge Not yet complete… here’s what’s wrong:
    The ‘SolarBot Warranty Call Sheet’ report doesn’t show the correct group of accounts. Include the filter from when the report was first created.

    I have tried all possible filters to get the correct Accounts listed but in vain.

    Could you please assist.

    Thanks

    1. Hi Pushkar,

      Please follow the filter in below:

      1. Billing state/Provice = NV,UT,CA
      2.Under Warranty? = False
      3. Warranty Expiration = NEXT 45 DAYS

      Logic is : 1 AND(2 OR 3)

      it should work!

      Karthik

  10. Hi Karthik,
    I am stuck at Challenge 2
    Challenge Not yet complete… here’s what’s wrong:
    We can’t find a report with name “Accounts Without SolarBot Opportunities” in the correct folder, or it uses an incorrect report type.

  11. Hi Karthik,

    I’m stuck on step 7 of this badge. I’ve gotten the error message, “The ‘Solarbot Pipeline by Stage’ component is the incorrect size or in the incorrect position.” Part of the instructions read, “Position this 6X4 component in the upper left of the dashboard.”

    When I look at my dashboard, that component is in the upper left hand of the dashboard and it’s 6 blocks high and 4 blocks wide. I’ve refreshed the dashboard before checking the challenge.

    I’m at a complete loss.

  12. Hi Laura,

    It should be 6 blocks wide and 4 blocks high NOT the other way around

    Make sure:
    6 row blocks
    4 column blocks

    Karthik

  13. Hi,

    I’m getting this error on challenge 1:

    Challenge Not yet complete… here’s what’s wrong:
    We can’t find your solution for users to report on custom objects named “SolarBots and Status Data,” or it’s not stored in the correct place.

    I created a report with the name SolarBots and Status Data and stored in the Other Reports folder (created by me). What am I missing?

    Thanks in advance.

    1. Maybe it’s too late to answer you but someone might find it useful… is not a report the one you have to make here but a Report Type, so go to Setup and then Report Types and then New Custom Report Type

  14. I received this error message, so I started another new playground two times and continue to get this error

    Challenge Not yet complete… here’s what’s wrong:
    We can’t find the option ‘SolarBot’ in the Type picklist on the Opportunity object.

  15. Hi there, I am having this issue in challenge #2 : We can’t find a report with name ‘SolarBot Warranty Call Sheet’ in the correct folder, or it uses an incorrect report type.

    I created it under Account Report Type and placed it in the Solarbot Sales folder. Is there anything wrong here ?

  16. not able to see dashboard theme any help related to Lighting and report dashboard superbadge step 8.

    Please help me. i can not see theme in my dashboard.

  17. Hi – Thanks for the guide. One correction: On Step 3: Top Case Drivers by SolarBot Ownership:
    CASE REASON should be a Row grouping field and not a column grouping as stated. This grouping must be done after grouping Solarbot Ownership.

  18. Hi there,

    Great blog, really helpful. Thanks for sharing!
    I’m struggling with the Step #7 though and my chart named “SolarBot Pipeline by Stage” does not look like yours. I can’t work out how to arrange stages with “Qualification” at the beginning and “closed won” at the end, and get the error message that my graph isn’t displayed data properly.

    Am I supposed to change setting directly in the dashboard or do I need to go back to my report? Any help would be greatly appreciated. Thanks!

    1. Oh well, I worked it out on my own in the end! I entirely deleted the dashboard, started again from scratch and it worked. Happy days! This thing drove me nuts. As much as I love these challenges, they are something a little buggy and it’s very frustrating.

  19. Hi Julia,

    Sorry I couldn’t able to reply you, But I am happy you have fixed your own.

    Great Effort!

    Karthik

  20. I’m stuck on Challenge 7. Creating the first Component ‘SolarBot Pipeline by Stage’. My error message is; We can’t find the component ‘SolarBot Pipeline by Stage’ using the correct report on the ‘SolarBot Impact Dashboard’.
    I’ve followed all the steps and can see the report on the dashboard exactly as your screenshot. But, Trailhead simply doesn se it. Any suggestions?
    What also I’m not clear about is, do we start with Ursa Major’s report SolarBot Loyalty Revenue report and rename it SolarBot Pipeline by Stage. Or, do we re-name it SolarBot Pipeline by Stage and Save AS..etc in the Executive report folder? And how do we save the other reports? In the same way?
    Screenshot link;
    Dashboard
    https://drive.google.com/file/d/1RXDseqYBTmK0N9sDbkznAzDtUZ1jM3Qx/view?usp=sharing
    Report
    https://drive.google.com/file/d/16iQqbUDv9-rLEDiMeSIL7AtwL-gtCpKf/view?usp=sharing

    1. Hi Freerick,

      Your Question:
      What also I’m not clear about is, do we start with Ursa Major’s report SolarBot Loyalty Revenue report and rename it SolarBot Pipeline by Stage. Or, do we re-name it SolarBot Pipeline by Stage and Save AS..etc in the Executive report folder? And how do we save the other reports? In the same way?

      Answer:
      We have to update the same report based on the new requirement,you don’t have to create/Save As new report.

      Karthik

  21. Challenge Not yet complete… here’s what’s wrong:
    We can’t find the Executive Team public group described in the prework.

    1. HI Raveena,

      Have you follow the following step on Pre-work?

      Create these six public groups as described here:

      Executive Team
      Report and Dashboard Administrators
      Research and Development Team
      Sales Leadership Team
      Sales Team
      Support Team

      Karthik

  22. Hi Karthikraja Sundararaj,

    Iam stuck at challenge 6 “We can’t find the additional analysis by model being performed on the ‘Temperature to kWh Research’ report. Remember that you can organize data horizontally and vertically at the same time.” even though I have selected the parameter as suggested

    X-Axis:
    Temperature Range
    SolarBot Model

    Y-Axis:
    Average Kilowatt Hours

    My chart is vertical and only detail row is enabled . please let me know If I am missing anything else.

    1. Hi Praveen,

      Please follow the steps below:

      * Vertical bar type
      * SolarBot model on X-axis
      * Compare average kWh and average panel temperature on Y-axis

      Karthik

  23. hi everyone got this message in this super badge

    Challenge Not yet complete… here’s what’s wrong:
    The ‘SolarBot Pipeline by Stage’ component doesn’t display data in the correct format or doesn’t show both side-by-side bars correctly. Or the dashboard needs to be refreshed.

    cant change the prospect to be the 2 stage, i have tried to work it out with searching for answer i have seen other people say it is working for them i follow step by step but i still cant pass this component

    vertical bar chart
    SolarBot Loyalty Revenue – report
    x – stage
    y-
    sum
    adjusted

    display – thousands
    show value
    label ascending
    max group 100

    what am i doing wrong? please help
    my salesforce admin test is tomorrow

    1. Hi Aharone,

      Please follow the steps:

      SolarBot Pipeline by Stage
      Report: SolarBot Loyalty Revenue
      Component Type: Vertical Bar
      Tip: Max Groups Displayed = 9

      Karthik

  24. I have Problem in Lightning Experience Reports & Dashboards Specialist step 8
    Challenge Not yet complete… here’s what’s wrong:
    We can’t find a way to view only information for two specific accounts on the ‘SolarBot Impact Dashboard’, or the solution isn’t called ‘Marquis Accounts’.
    plzz..provide step by stepsolution

    1. Hi Bhau,

      Please find the solution in blow:

      Marquis Accounts:

      *Create a Dashboard Filter and name it as Marquis Accounts
      **Add 2 mentioned Account
      ***Pick account name in 1st and 5th component in instead of primary partner

      Karthik

  25. Hi guys,

    I’m stucking in step 7, getting the following error message all the time.

    Challenge Not yet complete… here’s what’s wrong:
    The ‘Opportunity Overview’ component doesn’t highlight records correctly.

    Any ideas?

    Best regards
    Matthias

    1. Hi Mat,

      Please follow the steps:

      Opportunity Overview:

      Report: SolarBot Loyalty Revenue
      Component Type: Lightning Table
      *******Tip: Set Prospecting first on the list stage opportunities

      Karthik

  26. Hi Karthik,

    Can you please, please help me!!!??? I’ve been trying to get past Step #7 for the ‘Case Drivers and SolarBot Ownership’ and CONTINUOUSLY get errors…I HAVE NO IDEA WHY!

    They keep varying back and forth between glitchy dev errors, and then an error stating I have the wrong source report. I’ve set my Stacked Vertical Bar Chart every which way possible I feel like and have consulted with EVERYTHING I can find on the web regarding this problem. I dont even know if I have the right answer to determine if this is a system glitch or me.

    I set my chart up in a way that it looks IDENTICAL to the way yours presents in your final screenshot, but still to no avail. I would really, really appreciate help on this. I’ve managed to get to this step w/ extremely minimal resources, but Im out of optioins now and really need help.

    My emails lparrette@gmail.com if you dont want to share certain things publicly, but I really need help to complete this for a prospective employer and my knowledge has me at a complete loss rght now. Thank you for anything you can offer in advance.

  27. Hi
    could you tell me where is wrong?
    it show me We can’t find the ‘SolarBot Dashboards’ folder with the correct access settings.
    could i have your email? I really need your help.

  28. Hi

    I am stuck on Data Import tab on Challenge 1. After installing the package i am not able to import any data. It is asking for CSV file could you help?

  29. Hello Everyone and greetings from Germany,

    https://success.salesforce.com/answers?feedtype=RECENT&criteria=BESTANSWERS#!/feedtype=SINGLE_QUESTION_DETAIL&dc=All&criteria=ALLQUESTIONS&id=9063A000000pmWkQAI

    how can I discard of this practically “set by default filters”. They are in all reports I try to create.

    The above error “Don’t create new fields and columns” has much to do with the two filters that are always created by default, when I create the report. Is there a way to remove them from the report?

    Thanks in advance
    Chui

    1. Hi Chui,

      Which report you looking for the solution,Please give me name of the report,I will let you know.

      If you ask general, Please check the Link which you have provide us,There is solution for your Question.

      Kathik

  30. hi i got stuck at very 1st step, unable to import data.
    it says to system error check debug logs

    1. i can not even find the Data Import tab on the SolarBots app, tried with password reset and uninstalling and reinstalling the unmanaged package mentioned on the superbadge prework.
      please help.

  31. Error in Challenge #1
    I am created all the public group as follows:
    from setup -> public group -> new -> ‘”name of the group'” – save!
    Still getting error – “We can’t find the Executive Team public group described in the prework.”
    Please help

    1. Error in Challenge #1
      I’ve created all the public group as follows:
      from setup -> public group -> new -> ‘”name of the group’” – save!
      Still getting error – “We can’t find the Executive Team public group described in the prework.”
      Please help

  32. I seriously need 6h for this badge if I include 2h debugging:

    Following error:
    Challenge Not yet complete… here’s what’s wrong:
    We can’t find the component ‘Temperature and Kilowatt Hour Relationship’ using the correct report on the ‘SolarBot Impact Dashboard’.

    I did exactly this:

    Line Chart
    X-Axis
    1. Temperature Range
    2. SolarBot Model

    Y-Axis is “Average Kilowatt Hours”
    Display Units: Shortened Numbers

    Disabled the “Row Count” and “Grant Total” and kept only “Detail Row” on the report.

    So what the heck does SF want here?

  33. hi I’m still facing the issue in challenge

    \————————————-\
    “We can’t find the additional analysis by model being performed on the ‘Temperature to kWh Research’ report. Remember that you can organize data horizontally and vertically at the same time. ”
    Though i have follow your steps

  34. Hi,
    Receiving the error:
    Challenge Not yet complete… here’s what’s wrong:
    We can’t find the Executive Team public group described in the prework.

    I created the Public Groups, spelled correctly, with the correct folders, shared users, and correct viewing/editing/managing rights. I’ve gone through all of the message boards without a solution. I’ve also installed/uninstalled twice with no help. Can you help?

    1. I am facing the same error

      “Challenge Not yet complete… here’s what’s wrong:
      We can’t find the Executive Team public group described in the prework.”

      Did you have any luck resolving this issue ?

  35. I am getting this error.. Appreciate any help to resolve this error
    Challenge Not yet complete… here’s what’s wrong:
    We can’t find your solution for users to report on custom objects named “SolarBots and Status Data,” or it’s not stored in the correct place.

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