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
답변 7개
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.
