See below
So basically two columns per opportunity, one for weighted revenue and one for probabilty intead of column for weighted revenue and line for probability.
답변 1개
Hi Ramsay,
You can have both the Values as Columns Provided the Data Type is same for both the fields.
What you have is the best way to display the information, if you have both as Columns, the probability points will not be displayed in the graph at all as Revenue is in 100000's but probability is at max is in hundred's.
You can try the below, by creating Create Two Custom Summary Formula Fields (CSF) on the report
1. CSF
Column Name: Sum of Weighted Revenue ($)
Format: Number, Decimal Places 0Formula will be something like
Opportunity.Weighted_Revenue__c:SUM
Click on Summary fields to Select the Weighted Revenue field
2. CSF
Column Name: Sum of Probability (%)
Format NumberFormula will be, Decimal Places 0
PROBABILITY:SUM
Now Edit your Chart
X: Axis: Opportunity Name
Y:Axis: Sum of Weighted Revenue ($)
Plot additional values, Display column and Select Sum of Probability (%).
Save your Chart and Report.
