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Ekta Jain 13Ekta Jain 13 

Admin Salesforce Trailhead

Hi All, 
Can anyone of you help me solving this test, tried a couple of times but in vein...
But suggest me a solution for a step by step process to execute this filter...

The report should have filters for opportunities of an Amount greater than $25000 USD and opportunities where the Stage is not equal to Closed Won or Closed Lost.??
Thanks in Advance..
Best Answer chosen by Ekta Jain 13
DeepthiDeepthi (Salesforce Developers) 
Hi Ekta,

Please follow the below steps to complete the challenge:

Step1: Create a new report of "Opportunities" type

User-added image

Step2: Select the report type as "Tabular" and make sure you have "Show" - "All opportunities", "Opportunity Status" - "Any" and "Probability" - "All".
And include the columns in the report as asked in the challenge.
User-added image

Step3: Finally save the report

User-added image

Hope this helps you!
Kindly mark this solution as solved if it is helpful to you.

Best Regards,
Deepthi


 

All Answers

DeepthiDeepthi (Salesforce Developers) 
Hi Ekta,

Please follow the below steps to complete the challenge:

Step1: Create a new report of "Opportunities" type

User-added image

Step2: Select the report type as "Tabular" and make sure you have "Show" - "All opportunities", "Opportunity Status" - "Any" and "Probability" - "All".
And include the columns in the report as asked in the challenge.
User-added image

Step3: Finally save the report

User-added image

Hope this helps you!
Kindly mark this solution as solved if it is helpful to you.

Best Regards,
Deepthi


 
This was selected as the best answer
Ekta Jain 13Ekta Jain 13
Hi Deepthi, 
Thanks a ton, it really helped me.I appreciate your help and quick response.
Just one last question if you can assist me with, i am preparing for my Admin Beginner and Advanced certifiation, so is it enough if i practise the modules in the trailhead. Can you please assist me/Provide guidence as of how to crack the examinations..
Thanks in Advance.
Ekta Jain
DeepthiDeepthi (Salesforce Developers) 
Hi Ekta,

Along with practising the Trailhead for your certifications, also refer to the study guide certification.salesforce.com

Kindly check the below link https://developer.salesforce.com/forums/ForumsMain?id=906F0000000kK58IAE

Hope this helps you!
Best Regards,
Deepthi