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Uday Patial ha fatto una domanda in #Reports & Dashboards

I need to create a report which shows last year and this year month side by side to see new opp created month over month current year and last year. 

Bar chart showing  

opp created by value or count on y axis and x axis should have month of last year and current year next to each other showing month over month trend. 

Jan 25 jan 26 feb 25 feb 26   

 

I have similar report for leads which has two created date fields which I can use in Group rows and group columns however cant use created date same way in opp report. Once I use created date field in group rows , there is no created date field to use in group columns. 

 

#Reports & Dashboards

3 risposte
  1. 17 ago, 13:28

    You need to create a "duplicate" CreatedDate field, kind of like the built-in CloseDate 2, Close Month, and Year fields.  

     

    All you need is a Formula(DateTime) field or Row-Level Formula, and just insert the standard CreatedDate API field name.  Then use that as your 2nd Row / Column Group

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