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Max PaqMax Paq 

Superbadge Lightning Experience Rollout Specialist

Hello,

I started this new superbadge yesterday and I am wondering if there is an issue with step 7: Set up reporting for sales managers in Lightning Experience.

I believed to have done everything right () report was created, added to Account, Dashboard was created. But I received the following error: 
   
ERROR: The Opportunities Pipeline report must: 
        1. Display data for all time, 
        2. Show opportunities by stage, 
        3. Contain a funnel chart, 
        4. Provide the information required by the dashboard.
I am trying to understand it, but the requirements and point 4 in the error message makes it a little unspecific (I can dismiss error 1,2,3 easily)... What information do they want to show on the Dashboard? I created all 3 charts but I guess I am not displaying the correct metrics...    
Best Answer chosen by Max Paq
Michele Losch 4Michele Losch 4
I have the following:
Report Type: Opportunities 
Show: All Opportunities 
Date Field: Closed Date, All Time
No Filters
Group by: Stage, Probability, Type
Summarized fields: Amount

Not sure if this is correct, since I'm getting the error about the dashboards now, but its a start 

All Answers

Carl Brundage (Dev)Carl Brundage (Dev)
I am on this step as well.  Trying to figure out what else is needed on the report.  From the wording of the mesage, it seems like something beyond what I have is expected on the report.  I have tried quite a few different formats, columns and summarizations, but haven't found the right combination yet.
Max PaqMax Paq
Thanks, I will let you know if I find an answer.
Michele Losch 4Michele Losch 4
I'm also getting the same error. 
Michele Losch 4Michele Losch 4
I was able to get rid of the error about the opportunities pipeline. I'm now getting a new error: The Sales Operation dashboard isn't configured according to the requirements. 1. The Bar chart, Gauge and Donut must measure Sum of Amount. 2. The filter must be named Stage value. 3. The dashboard should run as the logged in user.
Max PaqMax Paq

Michele, how were you able to achieve this? Here's what I have on my report:

1. Report Type: Opportunities.
2. Show: all Opportunities
3. Date field: Close Date, All time
4. No filters
5. Group by : Stage (Wondering if I need to group by Type as well)
6. Summarized fields: Amount, Expected Revenue, Probability.

 

 

Michele Losch 4Michele Losch 4
I have the following:
Report Type: Opportunities 
Show: All Opportunities 
Date Field: Closed Date, All Time
No Filters
Group by: Stage, Probability, Type
Summarized fields: Amount

Not sure if this is correct, since I'm getting the error about the dashboards now, but its a start 
This was selected as the best answer
Carl Brundage (Dev)Carl Brundage (Dev)
Michele, thank you!  It was the group by Probability that gets me past the error message.  Now to look at the one you are receiving.
Max PaqMax Paq

Michele, Thank you so much. Your answer fixed my issue hope I can help yours.

Try to add a grouping to the Horizontal bar chart and group by probability. Also, make sure to add the report to all Lightnig Pages for account ( I had 2).

Carl Brundage (Dev)Carl Brundage (Dev)
I would also add that I need to have 2 groupings on teh Horizontal Bar chart, as Probability by itself was not enough.
Michele Losch 4Michele Losch 4
How were you able to add 2 groupings to the bar chart? 
Carl Brundage (Dev)Carl Brundage (Dev)
There is an Add option and then pick Group.  You can specify the group to use from there.  Adding the Stage changes mine from failing to passing.User-added image
Michele Losch 4Michele Losch 4
I have that but still not passing. What were your other components?
Carl Brundage (Dev)Carl Brundage (Dev)
A guage with the amount and a donut with the amount by type
Michele Losch 4Michele Losch 4
Those are the components I have. Ughh this is so frustrating. 
Carl Brundage (Dev)Carl Brundage (Dev)
Did you do the other non-chart tasks like the filter and running user?
Michele Losch 4Michele Losch 4
This is what I have 

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Caleb SidelCaleb Sidel
Don't forget the Run as Logged in User!
Carl Brundage (Dev)Carl Brundage (Dev)
Looks like you are leting users change the user the dashboard runs as.  I don't think this aligns with the requirement for users to only see their data.
Michele Losch 4Michele Losch 4
Carl thanks that was the issue
Melanie ZillesMelanie Zilles
All, I have been facing the same issue. Tried all recommendations you guys made, yet, I am still hetting the "Challenge Not yet complete... here's what's wrong:
The Opportunities Pipeline report must: 1. Display data for all time, 2. Show opportunities by stage, 3. Contain a funnel chart, 4. Provide the information required by the dashboard." error. What am I missing?
Report/ Dashboard Config
Shukla YogeshShukla Yogesh
Melanie- I could see one thing wrong here. Edit the funnel and 'Value' to record count. Let me know if still you are getting this error.
 
Melanie ZillesMelanie Zilles
You are the best! That did the trick! I had it set as the record count before but when I kept getting the error message, I tried changing other things, without changing back what didn't work. Thanks again!
silpa garikapatisilpa garikapati
Hi,
I am getting this error,
Challenge Not yet complete... here's what's wrong: 
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: GZTJFOVO
Shukla YogeshShukla Yogesh
Hi Which step this is? I guess related to opportunity stages and guidance ? If so then check the order of stages. Regards Yogesh
silpa garikapatisilpa garikapati
challange 7
Please find attachment regarding errorUser-added image
silpa garikapatisilpa garikapati
Hi Yogesh Shukla, I have done all steps but ,getting error i.e;
Shukla YogeshShukla Yogesh
A process I follow for this error is I delete all and start again from 0. Check challenge one step each time it will hint what it looks next. It is difficult to do but that is what I follow when I don't see anything in debugger. Before starting show me the screenshot of report n dashboard.. let me see if anything I could find.
silpa garikapatisilpa garikapati
I am getting error
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Shukla YogeshShukla Yogesh
I asked for the screens of dashboard report n funnel.
silpa garikapatisilpa garikapati
User-added imageUser-added image
Shukla YogeshShukla Yogesh
It looks like your report is not having all the required columns which could be an issue (not sure as there is no specific error). Add the coulmns and make sure report is summarised fields and grouping is done correctly.
 
Shukla YogeshShukla Yogesh
I didn't see your second screenshot of error. You need to change the label else report name will appear by default.
silpa garikapatisilpa garikapati
Thanks Shukla Yogesh.
Alexandru ParsinAlexandru Parsin
Hello,

I get an error on the 7th challenge after subscribing John Wiseman to the Opportunities Pipeline report. The error message is:

Challenge Not yet complete... here's what's wrong: 
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: GGVHNVGE


Could anyone help me with that?
Sona KanwalSona Kanwal
@Alexandru Parsin,

Did you get the answer? I am stuck at the same.
 
Alexandru ParsinAlexandru Parsin
@ Sona Kanwal,

Nothing that would help me pass the challenge.
Alexandru ParsinAlexandru Parsin
@ Sona Kanwal,

I've managed to pass the challenge by creating a new dashboard folder, naming it "Public Dashboard", then saving the dashboard specified in the challenge in that new folder.
Ayan MohantyAyan Mohanty
Hi everyone,
I am facing an issue with step 8. Would like someone to help me out with this.
I am not able to clearly get the app requirements.
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I understand i need to create a lightning app, but what all items need to go into the app?
Also a default home page is required but i don't get how to set up the last two requirements for the home page.

Bit confused. Require a little help to understand the requirement and setup the app. :)
Ayan MohantyAyan Mohanty
No issues, figured out the requirements and completed the challenge.
Arpit JaiArpit Jai
I was also facing the same issue, and it seems to be the same issues as told by Carl "Looks like you are leting users change the user the dashboard runs as.  I don't think this aligns with the requirement for users to only see their data."
Thanks @Carl.
Broooks StamperBroooks Stamper
There was an unhandled exception. Please reference ID: WKLZXRXD. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter.

Getting this error message after creating the report and dashboard components. Has anyone seen a similar error before? From what I can tell, everything is configured according to the requirements. 
Broooks StamperBroooks Stamper
There was an unhandled exception. Please reference ID: WKLZXRXD. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter.

Getting this error message after creating the report and dashboard components. Has anyone seen a similar error before? From what I can tell, everything is configured according to the requirements. 

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venkat jinka 16venkat jinka 16
I'm facing the same issue as well. 
Roberto MachareRoberto Machare
I am facing a similar issue:
After the creation of the report and dashboard, I got the following error message:

"There was an unhandled exception. Please reference ID: TZHVSYFQ. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter."

I have followed all tips posted in this page. 

Any idea?
Reid Beckett 16Reid Beckett 16
Also facing this issue:
There was an unhandled exception. Please reference ID: JYSIYCWP. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter.
Kevin Collins 9Kevin Collins 9
Also facing this issue: There was an unhandled exception. Please reference ID: QEVXMKEJ. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter.
Geeta Kushwaha 15Geeta Kushwaha 15
I am also facing the "BAD_REQUEST: Specify a valid value for the source parameter." error. Not sure, what to change. Tried creating a new developer org and a new trailhead playground, just for the challenge #7. The moment I change the funnel chart to display amount instead of record count, the error changes to "Challenge Not yet complete... here's what's wrong: 
The Opportunities Pipeline report must: 1. Display data for all time, 2. Show opportunities by stage, 3. Contain a funnel chart, 4. Provide the information required by the dashboard.".
Roberto MachareRoberto Machare
My reported issue: ""There was an unhandled exception. Please reference ID: TZHVSYFQ. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter." was solved. That was related to the winter18 release as per Salesforce information. Try again
Angelo Rivera 1027Angelo Rivera 1027
Challenge Not yet complete... here's what's wrong: 
The Sales Operation dashboard isn't configured according to the requirements. 1. The Bar chart, Gauge and Donut must measure Sum of Amount and must be named correctly. 2. The filter must be named Stage value. 3. The dashboard should run as the logged in user.

Still got this error @_@
Angelo Rivera 1027Angelo Rivera 1027
Finally got it. whew. its the dashboard settings. @_@
maakni rabahmaakni rabah
Hello, 
i started the  superbadge Lightning Experience Rollout Specialist, every things was fine until i had this error message:
error message
Please! can you help me, what should i do
restart from the begining?....
 
WillyumWillyum

This makes no sense.  I'm getting:
Challenge Not yet complete... here's what's wrong: 
The Account record page must include the required chart with the correct label. Confirm the Opportunities Pipeline report's unique name includes the word "pipeline".

The API name of my Opportunities Pipeline Report is Opportunities_Pipeline.  I've tried adding additional characters in front and back between underscores while always maintaining that it had the word pipeline in it.  I still can't clear this error.  

HELP
Doug Biel 2Doug Biel 2
Willyum - your comment helped save me THANK YOU!!

Let me return the kindness - the error was "pipeline" not "Pipeline", make the word lower case
swapnil shikha 13swapnil shikha 13
I am facing this issue:
Challenge Not yet complete... here's what's wrong: 
The Opportunities Pipeline report must: 1. Display data for all time, 2. Show opportunities by stage, 3. Contain a funnel chart, 4. Provide the information required by the dashboard.
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Vijay Singh 105Vijay Singh 105
Hi,
Report Group by Stage, Type and Probability and filter date range all time.
Kamesh SinghKamesh Singh
Hi All,

I am gettign below error, I have tried atleast 10 times based on above comment.

Challenge Not yet complete... here's what's wrong: 
The Sales Operation dashboard isn't configured according to the requirements. 1. The Bar chart, Gauge and Donut must measure Sum of Amount and must be named correctly. 2. The filter must be named Stage value. 3. The dashboard should run as the logged in user.
Close errors

Can someone please help me on this?
Platinum Trade 10Platinum Trade 10

Challenge Not yet complete... here's what's wrong:
The Account record page must include the required chart with the correct label. Confirm the Opportunities Pipeline report's unique name includes the word "pipeline".

if you have only this error. Do next, find and open from TAB in menu panel Reports, than click on Opportunities Pipeline than find it property, change text, make words "pipeline" lowcase.
Than Run again re-create report. And if Accounts page already have this Report in Activities, all will be ok.
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This is screen from accounts page.

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