I have a report that I would like to make a dahboard/
I have picklist of customer families. Lets say family A,B,C,D
I would like to make a column table that will show 5 columns, the first is a sum of all the rest (A+B+C+D) and than column A,B, C, D
How do you advise I do so?
Many thanks!!
Tali
1 件の回答
Hey Tali,
Here's what you need to do in order to get your desired result. Its through a method called the 'Power of One'. Because of the nature of picklists (ie. no numeric values are associated with them), we need to establish a numeric counterpart.
For starters, we are going to need to create a few formula fields:
Setup > Customize > Accounts > Fields > New > Formula Type: Number
1) IF(ISPICKVAL(Customer_Families__c, "A"),1,0)
2) IF(ISPICKVAL(Customer_Families__c, "B"),1,0)
3) IF(ISPICKVAL(Customer_Families__c, "C"),1,0)
4) IF(ISPICKVAL(Customer_Families__c, "D"),1,0)
Now that we have the four formulas that we need, we can add these four fields to the report as columns to capture the data (I'd probably summarize these fields as well).
Lastly, we need to create a custom report formula to capture the total:
Family_A__c:SUM + Family_B__c:SUM + Family_C__c:SUM + Family_D__c:SUM
Just switch each field that I referenced using the name of the Power of One formulae that you created from above.
Let me know if you have any questions!
Best of luck!
