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Brian LaRue a posé une question dans #Reports & Dashboards

I would like to create a report that summarizes Cases that were either opened or closed on a particular day within the previous month. For example, we could see that x number of cases were opened on that day, as well as x number of cases were also closed on that same day. Then I would like to plot these results in a line chart so you could visually see the differences opened vs closed on that particular day.

 

I can easily get these on separate reports, but cannot figure out how to combine these into a single report & chart. Both of these reports have similar criteria other then the open vs closed date grouping.

 

Group Rows: Opened Date (Closed Date)

Columns: Case Number

Show Subtotals

Show Grand Total

Show Me: All Cases

Opened Date: Last Month

Units: Days

 

The results of one of the reports:Case Opened & Closed Date for the previous month grouped by Date

How would you combine both of these reports into a single report and overlay the charts? I've tried creating a report that combines open and closed dates but the groupings goof everything up.

 

Show Me: All Cases

Opened Date: All Time

Units: Days

Filters:

1. Open Date equals (relative date) LAST MONTH

2. Closed Date equals (relative date) LAST MONTH

 

Filter Logic: 1 OR 2

 

This is certainly not what we expect.

 

Doesn't appear that you can bucket a date column. Can't see where you can group in a formula (thinking to create a group of open dates and group of closed dates then RowCount).

 

Ultimately, we're hoping to get something like this:

open_vs_closed_line_chart.jpg

 

Hoping you geniuses can help.

 

#Reports & Dashboards

3 réponses
  1. 31 mai 2023, 22:19

    Excel may be your only option unfortunately!

     

    Or two separate reports above each other in a dashboard or something like this.

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