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I have a Summary report of Opportunity values (sum) that groups by three different fields:  Close Date, Sales Channel, and Account.  The report works as expected, but I'd like to have that report drive a dashboard table eleement that shows the Opportunity Amount, with columns for Account, Close Date (Month), and Sales Channel.

 

I keep reading that the trick is to build a chart in the underlying report to expose those fields so they can be added as columns to the dashboard table, but I can't seem to figure out how to build the report chart so that all three x-axis group by values are visible in the chart.

 

Any advice?

 

Thanks...
3 answers
  1. Jun 10, 2013, 7:10 AM
    I agree with SteveMo.  What I suggest you do is create separate components for each Sales Channel, and include the Account, Close Date, and Amount on each of the components.
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