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Topics#Data ManagementJanneidy Velazquez's Question
Janneidy Velazquez (Rolls-Royce Motor Cars, NA) asked in #Data Management
Apr 9, 2019, 5:18 PM

How can I change the value for the Chart available next to opportunities list view to change overall number of opportunities instead of dolla currency value? All Opportunities list view, click List View Charts icon. In the Charts panel, click Control icon

How can I change the value for the Chart available next to opportunities list view to change overall number of opportunities instead of dolla currency value? All Opportunities list view, click List View Charts icon. In the Charts panel, click Control icon
2 answers
  1. Shane Carey (Chicago Council on Global Affairs)
    Apr 9, 2019, 7:13 PM
    If you click the control icon you can create a new chart: Aggregate Type =  Count, Aggregate Field = Opportunity ID. The only issue I'm running into is it won't let me set Fiscal Period as the Grouping Field, but FQ and FY seems to work. If you need Fiscal Period you might have to create a custom formula field on the Opportunity.
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