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Topics#Reports & DashboardsFrage von Myriam Masset
Myriam Masset (Wolters Kluwer) fragte in #Reports & Dashboards
5. Nov. 2019, 10:53

Show results in a dashbard in a vertical column

Hi, I have created an opportunities report which shows me the Incremental Subscription Amount and the One Off Amount for a certain period and for a specific group of people which I have added through filter by using the Opportunity Owner: Full Name.  So far, so good, but I want to add this to my Dashboard and I want to see this as 2 vertical columns : for the total amount Subscription and one for the total amount One Off.  I'm at a loss here because I cannot seem to get this done.  Can anyone help me please ?  Feedback is much appreciated ;-).  Oh, and I am a beginner, but I guess that's quite obvious...
14 Antworten
  1. Coby Press (Black Cloud) Forum Ambassador
    5. Nov. 2019, 15:22
    Thats still a really good start, shows the two fields!

     

    Right im going to try and explain the tickbox method earlier which should remove that haha!

     

    Guessing you have access to the backend (admin profile) this will be possible, if not, you will need to ask the administrator.

     

    -Go to setup (the cog in the top right)

     

    -Object Builder

     

    -Select the object it is on (guessing opportunity)

     

    -Go to Fields and Relationships

     

    -Create new field

     

    -Select the type of checkbox

     

    -Name it and keep it as unchecked

     

    -untick all the page layouts so it doesnt show anywhere

     

    Done! Now reference this on the report instead of the product family.
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