Joined reports let you compare 2 sets of data across a common field (e.g. owner, account, campaign, etc.) that you otherwise wouldn’t be able to view side-by-side. For example, say you want to understand which of your opportunities may be at risk because they have open support cases associated with them. With a joined report, you can view a block of data showing opportunities alongside a block of data showing cases on an account by account basis to give you this information.
Recently, we asked you to help us build a better Salesforce reporting solution by sharing your experiences of working with Salesforce in our survey.
Part of being a good Data Storyteller is being able to uncover new insights about the things that make your business tick and then presenting these in a clear and compelling manner that helps senior management to make effective strategic decisions. This requires good analytic skills aligned to a talent for filtering data and distilling it down to its essence.
Out of the gate, we’re supporting Salesforce® (alongside Excel® and CSV files) and we’re planning to add connectors to other popular cloud platforms soon.