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Questions tagged [analytic-snapshots]

A reporting snapshot lets you report on historical data. Use this tag for questions that deal with Reporting Snapshots.

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Reports on opportunities historical value

I am working for a customer that has very specific requirements regarding reports and dashboard and would love to know how you would tackle the following : The customer requires a column graph (...
Kim-Lân Nguyen's user avatar
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297 views

Reporting Snapshot did not create a record?

All, I set up a simple Reporting Snapshot for a client that pulls in Opportunities closed the previous month. It triggered on time as it should but a snapshot object record did not get created. Upon ...
Jay Kilian's user avatar
1 vote
0 answers
257 views

Einstein Analytics dashboard automatic download of snapshot

Is it possible to automatically generate a pdf/jpeg file in analytics dashboard. Can it be done using salesforce standard or custom(Apex).
hpmacugay's user avatar
2 votes
1 answer
861 views

Reporting Snapshot Run History - Failure Notification?

Our Reporting Snapshots fail intermittently on account of configuration changes that inadvertently violate their constraints (e.g., workflow on a target Object). How might we notify our admins that ...
Mobot818's user avatar
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2 votes
2 answers
233 views

Unable to retrieve historical snapshot dates in Apex

I'm trying to find a way to query information in Apex regarding AnalyticSnapshots ("Reporting Snapshots" in the UI). The object itself isn't queryable via SOQL, but I thought I might have found a ...
alphaBytes's user avatar
1 vote
0 answers
105 views

Reporting snapshot in package: mappings missing after install

I've seen this a couple of times. I add a reporting snapshot to a managed package, and when the package gets installed, one or more of the field mappings are missing. Rest of the snapshot is there, ...
mscholtz's user avatar
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2 votes
0 answers
136 views

Reporting Snapshot Mapping

Hello I am currently trying to create a snapshot that runs weekly on a tabular report. I am currently getting an error when the schedule job runs. Error: "The following fields on the target object ...
Andrew Sean Baldwin's user avatar
1 vote
0 answers
32 views

Record Historical Value and Compare Values of Numerical field

I have a numerical field called Score on Account Object. This value changes frequently. For any given account I would like to be able to calculate the delta between the change between different time ...
Mike's user avatar
  • 113
0 votes
1 answer
581 views

Is there any limitation when using summary report as a source report in reporting snapshot?

Is there any limitation when using summary report as a source report in reporting snapshot? In reporting snapshot, while field mapping we are able see only group by fields and formula fields from the ...
Reddy's user avatar
  • 125
1 vote
3 answers
1k views

Analytic Snapshot for Case summary reports

(Kindly Note : I have tried every example available) What I have : Report - Summary report on Cases using Standard Report Type - Cases. Object - Custom object having fields similar to above report. ...
Rohit's user avatar
  • 733
2 votes
1 answer
2k views

How to use Reporting Snapshots and get the output report link?

Created snapshot for the opportunity and done field mapping and scheduled the time also. While getting automatic mail from salesforce regarding record inserted, "how can i provide a link to the ...
Nandu Raja's user avatar
2 votes
1 answer
2k views

Has anyone created a report snapshot capability via batch apex and knows how to write a test class for this scenario?

I've come across some great threads on using Apex batch and schedule classes to overcome the 2K governor limits on reporting snapshots. For an example of the model I followed, see this article: How ...
taylormatthewl's user avatar
3 votes
2 answers
349 views

How does the Salesforce usage metrics pilot differ from other analytics apps?

Does it provide more data than things such as Google Analytics or SALYTICS? It seems like it does the same thing
danielxli's user avatar
5 votes
4 answers
10k views

How to overcome the 2000 row limit for analytic snapshot entry?

So there is a 2000 limit of rows per analytic snapshot, and there is an idea to remove that limit. Until than: How can I have more than 2000 rows from the Analytic Snapshot entered into Salesforce?
Saariko's user avatar
  • 5,610
3 votes
1 answer
1k views

Error running Analytic Snapshot: Some rows failed - which rows? why only 2000 rows?

I ran an Analytic snapshot, and the answer I got was that some rows have failed. I see: 2000 records were inserted... 0 records failed... My data has more than 2000 records, how do I debug it? ...
Saariko's user avatar
  • 5,610