Skip to main content The new Salesforce certifications experience is live! Visit Trailhead Academy to explore your new certifications homepage.
Topics#Sales And MarketingKristi Campbell's Question
Kristi Campbell asked in #Sales And Marketing
Apr 10, 2013, 4:14 PM

How can I chart from a Matrix Report with 2 row groupings?

I have a Matrix report with 1 Column: Opportunity Lead Source and 2 row groupings: Opportunity Meeting Start Date and Booking Status. It is nicely summarizing the Opportunity Amount for each status by month.

 

I would like a bar chart where the X-axis grouping is also a combination of Time and Status - Within each month (or quarter), showing a column for each status. Like this:

 

How can I chart from a Matrix Report with 2 row groupings?

 

So each column is a Lead Source, grouped into quarter/status bunches.

 

Thanks in advance for any assistance!

 

Clarification: I could probably make a formula field that pulls Quarter + Status and then group by that, but I wasn't sure if there was a way I could do it without creating a new field.
5 answers
Loading
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Apr 23, 2013, 4:03 AM
    Hi Kristi,

     

    Sorry for the late reply but as you might imagine last week was kinda crazy on a number of different levels here.  

     

    Okay the way that you decribed it, you're probably gonna need a custom Formula(TEXT) field on the object that concatenates the Time Period + Status into 1 field/value that you can then group/summarize yoiur report by.  Unfortunately they're trying to shove 3 groupings into the 2 allowed in and SFDC Chart 
Write an answer...
0/9000