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I am needing to create a report with a bar chart that lets say has 4 columns. The first column I am wanting it to be dynamic for rolling-up the Year-to-Date Amount field of an opportunity, then have the next three columns showing the next three future quarters with all four of these columns displayed by Output Date.

 

Is this even possible for Salesforce Reporting?

 

So for example we are in Q3 right now. I would have the first column totaling the Amounts for January 1 through September 30. Then the next three columns would be for Amounts in Q4 '22, Q1 '23, and Q2 '23.

 

Thank you!

1 resposta
  1. 23 de ago. de 2022, 21:00

    Can you post a screenshot of the Report, Settings, and Filters that you're currently using, the results you're getting, and a mock-up of what you want?  ​​​​​​​

     For questions related to Reports and Dashboards those are really helpful  

     

     Thanks,

     SteveMo

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