The Need for Speed: Building Reports That Fly
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The document discusses best practices for building efficient and reliable Salesforce reports, emphasizing governance, frequency of report refreshes, and effective report tuning. Key techniques include implementing selective filters, data archiving, and utilizing the Force.com query optimizer to enhance performance. It highlights the importance of understanding data architecture and managing sharing access to improve user adoption and productivity.
The Need for Speed: Building Reports That Fly
- 1. Building Reports That Fly Sean Regan, salesforce.com, @SFDCSRegan John Tan, salesforce.com, @johntansfdc Irena Miziolek, NTT Centerstance Jeannette Liu-Deza, NTT Centerstance
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- 4. You are a developer or architect maintaining your org …
- 5. Slow reports return unreliable data that hurts user productivity and leads to mistakes …
- 6. You need to make these reports faster and trusted …
- 7. Agenda - Building reports that fly! 1. Governance • Configuration Access • Sharing Access • Data Architecture 2. Frequency • Dashboard & Report Refreshes 3. Efficient Reports • Tuning Reports • Data Archiving/Aggregation 4. Customer Case Study
- 9. John C. Tan Architect Evangelist @johntansfdc
- 10. View Our Content On Developerforce http://developer.force.com/architect
- 11. Irena Miziolek & Jeannette Liu-Deza Technical & Solution Architects NTT Centerstance
- 12. How Many Of You Have …? Run a Salesforce report … and waited forever?
- 13. 1. Governance
- 15. Even Pilots Need Help
- 16. Restrict Report And List View Creation
- 17. Report & list view governance helps you … • Increase user adoption • Increase employee productivity • Decrease employee mistakes • Save money
- 19. Architect Sharing Based On Business Requirements
- 21. What’s the impact of sharing access?
- 23. Is the correct end result really enough?
- 25. When It Isn’t Necessary, Get Rid Of it.
- 26. Architect Your Data Model For Performance VS.
- 27. 2. Frequency
- 29. More Is Not Always Better
- 30. Push Data To Users: Force.com Streaming API Workflow Email Alerts Chatter Feeds Scheduled Reports Visualforce Pages
- 31. Key Takeaways ✓ Governance ensures efficiency & accuracy ✓ Know your object model ✓ Push data to users to drive workflow ✓ Architect your sharing model based on business requirements
- 33. Efficient reports • Tuning reports • Data archiving/aggregation
- 35. What is the Force.com query optimizer? Generates the most efficient query based on: ▪ Statistics ▪ Indexes / Skinny Tables ▪ Sharing
- 36. Best Practice: One+ Selective Filter Per report
- 37. Selective Filters: Four Components 1. Filters - add filters to reduce data 2. Operators - avoid 2 inefficient filter operators 3. Thresholds – ensure filter meets selectivity threshold 4. Index Creation - index the filter field
- 38. Filters Reduce The Scope Of Reports
- 39. Fields That Often Make Good Filters ▪ Date fields ▪ Picklists ▪ Fields with wide and even distribution of values
- 40. Non-Deterministic Formula Fields Aren’t Good Filters Can’t index For example: ▪ References related object ▪ CASE(MyUser__r.UserType__c,1,”Gold”,”Silver”) ▪ Create separate field and use trigger to populate Force.com SOQL Best Practices: Nulls and Formula Fields
- 41. Use Selective Operators In Filters
- 42. Avoid Negative Operators Query for reciprocal values instead ✖ NOT EQUALS (“closed”) ✔ EQUALS (“open”, “in progress”)
- 43. Avoid Filters With A Leading % Wildcard CONTAINS ‘%searchstring%’ ✖ CONTAINS (“district”) – equivalent to LIKE ‘%district%’ ✔ STARTS WITH (“district”) – equivalent to LIKE ‘district%’
- 44. Ensure Filters Meet Selectivity Thresholds
- 45. Standard Index Selectivity Threshold A standard index is selective when it returns: ▪ < 30% of the first 1 million records ▪ < 15% of returned records after the first 1 million records ▪ No more than 1 million total records
- 46. Standard Index Selectivity Threshold Selectivity threshold for Created Date index
- 47. Standard Index Selectivity Threshold For 750,000 Account records ▪ < 30% of the first 1 million records ▪ 750,000 x .30 = 225,000
- 48. Standard Index Selectivity Threshold For 3,500,000 Account records ▪ < 30% of the first 1 million records ▪ < 15% of returned records after the first 1 million records ▪ (1,000,000 x .30) + (2,500,000 x .15) = 675,000
- 49. Standard Index Selectivity Threshold Over 5,600,000 Account records ▪ No more than 1 million records ▪ 1,000,000
- 50. Custom Index Selectivity Threshold A custom index is selective when it returns: ▪ < 10% of the first million records ▪ < 5% of returned records after the first million records ▪ No more than 333,333 records
- 51. Create Indexes Selective Filter Fields Trusted traveler program
- 52. Standard Fields With Indexes ▪ Id ▪ Name ▪ OwnerId ▪ CreatedDate ▪ SystemModstamp ▪ RecordType ▪ Master-detail fields ▪ Lookup fields
- 53. Custom Indexes • Discover common filter conditions • Determine selective fields in those conditions • Request custom indexes
- 54. A filter condition is selective when … … it uses an optimizable operator … it meets the selectivity threshold … selective fields have indexes
- 55. Skinny Tables: Last Resort For Non-optimizable Reports
- 56. Skinny Table ▪ Single Object. No cross-object joins ▪ Maximum of 100 fields ▪ Not aggregate/summary data. 1:1 recount between source and skinny ▪ Skinny updated automatically ▪ Minimal joins ▪ salesforce.com will analyze and create
- 57. Tell me more about skinny tables … Webinar: Inside the Force.com Query Optimizer
- 59. Data Archiving Reduce the # of records the query optimizer needs to consider ▪ Determine strategy during design phase ▪ Move older records into a different object ▪ Soft deletes still count towards record count
- 60. Data Aggregation ▪ Report on historical data ▪ Save tabular or summary report to a custom object ▪ Use Analytic Snapshots or Batch Apex ▪ Gists: • Batch Apex Class - https://gist.github.com/johntansfdc/7044473 • Trigger - https://gist.github.com/johntansfdc/7044570
- 61. Key Takeaways ✓ Reports should contain at least one selective filter ✓ A filter is selective if… ✓ the field is indexed ✓ the filter does not use an inefficient operator ✓ the filter meets the selectivity theshold ✓ Implement data archiving/aggregation strategies
- 63. Irena Miziolek & Jeannette Liu-Deza Technical & Solution Architects NTT Centerstance
- 64. Agenda What’s the problem How to troubleshoot What’s the solution
- 65. Client
- 66. Challenge Reports & dashboards timing out Errors in Data Loads Information Overload
- 67. In the beginning…. Note: no real data is used in this presentation
- 68. Account information is very slow: Sales Rep
- 69. Sales information is too overwhelming: Sales Rep
- 70. Dashboards are slow or timing out: Execs
- 72. Reports and dashboards are slow or timing out
- 73. Storage usage
- 75. Reduce data volume Data Sampling Frequency Batch jobs
- 76. Compound keys
- 77. Workbench
- 79. Update instead of delete/reload Full Nightly Delete & Reload Update/Insert Upsert
- 81. Error logs
- 84. Report tuning
- 85. Governance
- 86. In the end….
- 87. Account information is timely: Sales Rep
- 88. Sales information is useful: Sales Rep
- 89. Dashboards are responsive: Execs
- 90. Storage usage: greatly reduced
- 92. Session Summary
- 93. Building Reports That Fly • Govern users access to reports and data • Manage reporting frequency • Add at least one selective filter per report
- 94. Related DevZone Hands-on, Mini-workshop Wednesday 1:00-1:45 PM Thursday 1:00-1:45 PM
- 95. We want to hear from YOU! Please take a moment to complete our session survey Surveys can be found in the “My Agenda” portion of the Dreamforce app