Error: This report cannot be used as the source for this component. If it is a summary or matrix report, add one or more groupings in the report. If it is a tabular report with a row limit, specify the Dashboard Settings in the report.
The Report I am using to create the Dashboard is a Tabular Report.
What am I doing incorrectly?
Thanks,
16 answers
You will have to do the below.
create a summary report and group your report by Opportunity Name and filter the report to only show opportunities owned by david along with any other filters.
Create a chart on the report (Vertical Bar chart, X: Axis: Opportunity Name Y: Axis: Record count)
Save the report
On Dashboard Component, select Tabular component and select the above report as the source report and the component will be shown as below
Opportunity Name Record Count
XYZ 1
ABC 1
DEF 1
If you want the Tabualr component to show Opportunity Name and Amount as opposed to record count
summarize the report by Amount field and edit the chart to include Amount field as opposed to record count.
