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I have created a report as below for the reopened cases for the current fiscal year 2020. Also, I have created a dashboard wherein I am trying to display this report, however, in the dashboard I am planning to show the current month count i.e. 4 and when they click on View Report, it should show me the complete report of all the months?

 

How to know the current month row count in the fiscal year i.e. 2020?In the Dashboard when i am displaying the report, its giving me the total count as 7, which is adding up all the months. However, the count should be 4 for the month of August 2020.Here are the filters that I am using. If i select the current month in the filters its giving me the count as 4 but when I click on view report on the dashboard it only shows me the current month data.

 

Kindly let me know if we can use a Row-level formula to handle the current month rowcount and display the same, Please suggest?
4 answers
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  1. Aug 31, 2020, 3:45 PM

    Steve, 

     

    Do you think we can use a Row Level Formula, and do a RowCount of the Current Month details? My idea was if we could do something like that we will be able to get the current month details and also when the user clicks on "View Report" they will also be able to get the complete report. 

    Let me share an example, 

    I had created a report for Missed Call % and in that, I had added a formula field, so in the dashboard when notifying the percentage we can show it in the numeric format also we can have the complete report. Steve, Do you think we can use a Row Level Formula, and do a RowCount of the Current Month details?User-added imageUser-added image

     

    Kindly suggest, thank you. 
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