I have not been able to figure this out: I need to display the percentage of escalated cases by month.
Note: There is no true/false field for 'escalated'.
We have a date field that gets populated only for escalated cases (date of esc), as well as a picklist field.
a) I created a bucket field for the picklist field.
b) I created a Summary Formula field to be able to read the actual Escalation % in the report.
I am currently able to display escalated versus non-escalated cases in a 100% stacked bar chart successfully. However, the % is only visible when you hover over the sections, and it's hard to read.
1. Problem: How do I display the actual % values in a dashboard to be easily readable?
2. End goal: Ideally we only want to see the % of Escalated cases, not the % of non-escalated cases in a graph.
Thank you for any help you can provide.
Not that I can think of, unfortunately. If you want a single number for each month for the chart, you'll need to have a checkbox or numeric field (like a power-of-one) on the object to use in the custom summary formula. It doesn't look like row-level formulas will let you reference a picklist or checkbox field, and row-level formulas can't be referenced in a summary formula.
From your first screenshot, if you change the chart type to "column" instead of "stacked column" and then set the X-axis to Close Date and add a sub-grouping on the X-axis for your "Escalated?" bucket field, then set your "Esc %" summary formula as the value for the Y-axis, you should get a chart similar to what Steve showed, which may suffice for your needs.
