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Jessica BoardmanJessica Boardman 

4 column table on dashboard, including two formula fields

I need to create a 4 column table on my dashboard.  I'm using a summary report and have one grouping (because only one really matters).   I want to display:

Source
Record Count
Sum of Opportunity
Avg of Opportunity

I can get 3 of the 4, but not all.  It is like I am only allowed one of my formulas on the table?  Ideas?
Best Answer chosen by Jessica Boardman
Steve MolisSteve Molis
Sorry, but I don't think you're going to get more than 2 currency fields and the Lead Source, or the Lead Source and Record Count and 1 Currency field.

All Answers

Vamsi GosuVamsi Gosu
were you able to add both the sum & avg to the report chart ? you can bring in the 3rd & 4th column from the ones you added to the chart..

hope u would have alredy gone thru the steps in this article
https://help.salesforce.com/apex/HTViewSolution?id=000003933

Jessica BoardmanJessica Boardman
Correct, I can only get 3 of  4 the data points into the chart.  I realize I need to get all 4 into the chart (either combo bar or scatter) to create the table.  Maybe I should have phrase my question one step back to the chart part.  The charts are only allowing me to plot either Sum of oppy or Avg of Oppy but not both with the record count. 
Steve MolisSteve Molis
I think the problem you're gonna run into is that you're mixing different datatypes (Number and Currency).  Can you post a screenshot of your Report and the Report Chart you currently have?
Jessica BoardmanJessica Boardman
Here is the report, chart and the table I am working on.  I realize I need to use the "Group by" in order to get the 4th column, but only summary levels are available there.  Since I'm only using "Lead Source" as a summary, it is required to be in the X axis...at least that is the only place I can put it.  

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Steve MolisSteve Molis
Sorry, but I don't think you're going to get more than 2 currency fields and the Lead Source, or the Lead Source and Record Count and 1 Currency field.
This was selected as the best answer
Jessica BoardmanJessica Boardman
Bummer! As always, thanks for taking a look and providing guidance!
Steve MolisSteve Molis
Okay, I think I might have a hack-ish work-around that we could try:  

Create a Formula(Number) field and insert the Amount field into the Formula, and then SUM and AVG the Formula(Number) field.  That will give you 3 fields that are the same datatype Number instead of 1 Number and 2 Currency.  Anyway, it's just an idea I have...  I'm like Leonardo DaVinci, my mind is full of ideas.  But most of them are as useless as a Wooden Helicopter powered by ropes and pulleys.

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