I have a dashboard table that very simply shows 3 fields from a custom object:
- Week
- Revenue
- Revenue Last Year
Is there a way that I can congifure the table to show the percentage change between Revenue & Revenue Last Year?
I added a formula to my source report that calculates the percentage change, but I can not figure out a way to get it on to my chart.
The chart on my source report is a Horizontal Bar Chart, with the X axis showing Revenue this year, the Y axis showing the week, and Revenue Last Year plotted as an additional value.
Is there any hope for me?
Thanks,
John
7 risposte
Hi John,
It is definitely possible.
But the only caveat in order to have 3 value columns in the dashboard table all 3 columns must have the same format
In your Case, revenue fields are currency fields and % Change ( is either a number or percent field) is that right?
You will need to do the below
Create a Custom Summary Formula Field on the report and Label it as Revenue in $
Format: NumberFormula
Object.Revenue__c:SUM
i.e. Click on Summary fields and select the Revenue field and select SUM
Create a 2nd CSF Field and label it as Revenue LAst Year in $
Object.Revenue_Last_Year__c:SUM
Now for the formula field that you have created for % change, change the format from Percent to Number if the format is percent and you will need to change the formula possibly which will be
Your existing formula * 100
Now create a Chart on the report (lets say vertical)
X-Axis: Week
Y- Axis: Revenue
Plot additional values and
select the revenue in Last year and % change columns.
Save the report
Now create a Dashboard component with the report as the dat source and clcik on spanner icon to edit the attributes of your component and customize the table to select all 4 columns i.e week, revnues fields and % change.
