Compare related data more easily in joined reports to uncover insights across different sources. Analyze global revenue consistently by comparing converted currency values across regions and business units. Spot customer sentiment trends faster to better understand customer experiences alongside business data.
- Compare Data 360 Objects Side by Side with Data 360 Joined Reports
Analyze data from multiple Data Model Objects (DMOs) in one joined report instead of exporting data to a spreadsheet. Build separate blocks from report types based on different DMOs, and group them across blocks using a shared field to compare data side by side. For example, compare the Accounts report type and the Opportunities report type side by side, grouped by Industry, to identify market sectors with active opportunities and highlight potential untapped accounts. - Report on Multiple Currencies in Data 360 Reports
Analyze global revenue more accurately with currency support in Data 360 reports. Users can view original and converted currency values in a selected report currency to compare data across regions and business units. In multi-currency orgs, Data 360 reports use converted values for totals, sorting, filtering, and grouping, helping teams analyze currency data consistently. After multiple currencies are enabled, you can’t turn off the setting. - Identify Customer Sentiment in Data 360 Reports (Beta)
Use the AI_SENTIMENT function in row-level or summary-level formulas in Data 360 reports to analyze customer feedback and identify sentiment trends without writing code or building data pipelines. By classifying unstructured text from support tickets, reviews, call transcripts, and other sources as Positive, Negative, Neutral, Mixed, or Unknown, you can quickly analyze customer experiences alongside your structured data. - Perform Faster Drill-Downs with Dimensional Hierarchies in Data 360 Reports (Generally Available)
Use dimensional hierarchies in Data 360 reports to move between levels of detail without manually adding or removing individual fields. For example, analyze sales by product category, and then drill down into subcategories and individual products to identify what’s driving changes in performance. You can then roll up to higher-level groups to gain a broader view of performance trends and changes. This feature is now generally available. - See Relevant Report Data by Using Organizational Hierarchies in Data 360 Reports (Beta)
Filter Semantic Data Model reports to help your users focus on the report data that matters to their role. By defining role or manager hierarchies, you can provide a focused view of organizational data and simplify reporting across teams. Managers can easily analyze their team’s records or view all records.