I have a reporting requirement where I need to return a percentage of records against the total that are contained in bucketed fields. The field of which values I am bucketing is stage, and I bucket them as such:
STAGE
Bucket 1: "Open"
- Qualification
- Underwriting
- Submitted
- Finalist
Bucket 2: "Closed Won"
- Closed Won
- Closed Won AP
Bucket 3: "Closed Lost & DTQ"
- Closed Lost
- Closed DTQ
I am using a matrix report and need my result to look something like this:
I have build this report, but cannot seem to figured out how to return a percentage like indicated above. Does anybody know how I can meet this requirement? Thank you in advanced.
2 respuestas
Yes, I have played with this functionality, but cannot get it to work correctly to give me what I need. I am new to reporting and am not knowledgeable enough to troubleshoot where I am making a mistake. The problem is that I don't know the correct elements to enter for the PARENTGROUPVAL(summary_field, parent_row_grouping, parent_column_grouping) function as I don't understand the function conceptually.
