Data and Analytics Management Flashcards

1
Q

Data can be imported and exported in what type of file?

A

Delimited text format (.csv)

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2
Q

Tool that lets you import up to 50,000 records at a time

A

Data Import Wizard (Setup)

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3
Q

Client application that can import up to 5 million records at time

A

Data Loader (Setup) - you must install separately

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4
Q

Allows you to export data manually or automatically once every 7 days (weekly report) or 29 days (monthly report)

A

Data Export Service (Setup)

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5
Q

What specifies the matching criteria to identify duplicate records?

A

Duplicate Rule (Setup)

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6
Q

Where do you create custom reports?

A

Setup - Report Types

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7
Q

Where can the Report Builder be found?

A

Reports Tab/App Launcher

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8
Q

Determines which fields and records are available for use when creating a report

A

Report Type (Setup)

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9
Q

Determines which records the report type includes

A

Primary object relationship

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10
Q

You can have up to ___ related objects

A

4

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11
Q

Use a ___ to quickly categorize report records without creating a formula or custom field

A

Bucket column

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12
Q

Filter reports by show me, date field and date range

A

Standard Filters

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13
Q

____ uses operators to determine when and how filters are applied to a report

A

Filter Logic

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14
Q

Which filter do you use to filter a report by child objects using With or Without conditions

A

Cross Filter

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15
Q

Select maximum rows, sort by and sort order of a report

A

Row Limit

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16
Q

List report format

17
Q

What report format do you use to group and summarize?

18
Q

Group and summarize, by row and column report format

19
Q

Allow you to place a single chart right at the top of your report

A

Report Charts

20
Q

Visual display of key metrics and trends for records within the org

A

Dashboard (stored in public, hidden or shared folder)

21
Q

This type of Dashboard runs as the logged-in user, seeing the data according to their own access level

A

Dynamic Dashboard

22
Q

What tool do you use to build dashboards from reports?

A

Dashboard Builder

23
Q

What dashboard component do you use when you want to show data graphically?

24
Q

Use a ____ when you have a single value that you want to show within a range of custom values

A

Gauge (Dashboard Component)

25
Use a ___ when you have one key value to display
Metric (Dashboard Component)
26
What dashboard component do you use to show a set of report data in column form?
Table
27
What can you add to a report to calculate additional totals based on the numerical values?
Summary Formulas
28
True or False: Export report details in .csv or .xls formats from the report tab
True
29
Tool that allows you to bulk import, export, insert, update, delete, upsert records for both standard and custom objects
Data Loader
30
Filter logic doesn't apply to ___ filters
Cross filters