Hello,
I am trying to create a dashboard table called "Qualified Opportunities by Veritcal" - and on the table it will list each vertical (picklist choice), the record count, and the sum of a custom field called "Projected Revenue".
My source report is Summary format, grouped by the Vertical field, with a SUM of "Projected Revenue". I have a bar chart on the report, where my X-Axis is Sum of Projected Revenue and the Y-Axis is Vertical.
I would think that the next step would be to plot an additional value, and have that be the record count, but when I check "plot additional values", my only option is SUM of Projected Revenue.
Therefore when I go to the dashboard, record count is not an option for table columns.
Can anyone help? Thanks!
John
6 个回答
Hi John ,
Please go through the following link which helps you display record count and summary field on dashboard.
https://success.salesforce.com/answers?id=90630000000gqgNAAQ
Thanks,
Rashi Krishan.
http://www.mirketa.com
