I am trying to put together a report to analyze revenue by origination date (pretty much the same thing as close date), and ideally would want to display this in a Matrix report - but the problem is I need to group by Year, Quarter, and Customer. It seems that SFDC has a hard limit of 2 row groupings.... is there a workaround or any other option that would allow me to achieve the same kind of look and feel - but with three row groupings?
I can't use column groupings, because the report gets too unruly.
Has anyone had any success accomplishing this sort of thing?
Thanks,
John
4 respostas
Hey John,
You are pretty much going to be stuck with the provided two row groupings & two column groupings. Can you provide a mock up of how you want the data to look? In general, I'd say you may be better off creating a dashboard and breaking out what you want reported into two side by side reports with different fields/factors,
