This post is related to Enabler4Excel – Review, Guide Tips. The ‘Analyze Layouts’ function is extremely powerful because it allows you to run a report on meta-data from specific multi-object page layouts. Some of the typical use cases where I have used this function are:
- There is a picklist field with numerous values on the Case object and I need to find out quickly and accurately which subset of picklist field values pertain to which particular case record types.
- I need to find out how many fields there are on a page layout and how many fields from that object are not on a page layout. I can choose as many page layouts as I like from the same object all at once to analyze.
- I need to find out the field types that are most common across a set of record types.
- There are a limit to how many picklist values each picklist field can have. Likewise, there is a limit to how many fields each object can have. And there are also limits on how many field types there can be on an object (for example, cross summary formula field limit). How can you analyze all of this easily to be able to identify when you are approaching limits? This function does it all for you effortlessly.
- Sometimes you don’t want to analyze a specific page layout, rather a specific object and get a report on its meta-data. Analyze Layouts gives you this ability too!
The org that I am currently working with as over 50 case record types, so approximately 100 page layouts (open and closed). I am frequently using this function to analyze the changes that are being made and without it, the time that I would be spending on alternatives would be very costly.
To use Analyze Layouts, simply click on the function icon and then select the sObject that you wish to analyze. You can choose standard and custom objects. Even ApexClass and ApexTrigger objects are selectable.
If you wish to analyze the object meta-data simply select ‘Go’ and then a report will be run and displayed very quickly in a worksheet in your Excel file. The worksheet will be automatically named appropriately too, such as ‘FIELDS IN [object name]’.
The number of columns and rows displayed depends on the object and page layout(s) that you are analyzing. Page layouts with many fields and with many different types of fields will have more rows and more columns. The report is returned almost instantly; it is that quick. Also, if a picklist field has many values, then that row will be wrapped automatically.
It is much the same thing to analyze specific page layouts except that you have one more step to make. Instead of selecting ‘Go’, select the ‘S’ icon and this will then return all of the page layouts which are associated with the object you selected earlier.
There is an alternative on the AppExchange called EasyDescribe. This does work well too but in my opinion, the ‘Analyze Layouts’ function is superior. All field types can be reported on using the Enabler4Excel whereas there are some limitations here with EasyDescribe,