Incorporating Formula Columns and Ranking Reports

If your data is not in the exact format you need in order to build reports or set the right filters, formula columns can often help get you to where you need to go. Remember, take our formula columns course!

Another necessary skill in Analytics is understanding how to use filters to “rank” elements in a report. For example, filtering to only show the ‘5 Most Valuable Accounts by Closed Deal Amount’ or ‘Most Common Birthday Months’.

If you are already very familiar working with formula columns, then you probably don’t need this video. It is mainly me thinking out loud as I build a few formula columns that help us with our reports.

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