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OJMOJM 

Dashboard, 4 Column Table Component for Opportunity

Hi everyone,

 

I am trying to make a table component on a dashboard with 4 columns (ugh) and I can't get it to work properly.

 

Here are the columns I need. 

 

Opportunity Owner

Opportunity Name

Close Date

Amount

 

Does anyone know if this can be done?

 

Thanks!!

The_London_ScottThe_London_Scott

For fields to be available for dashboard-component columns, the fields must be used to group data in the underlying report and in the report's chart.  So logically the only way to make four fields available is to have a matrix report with two row and two column headings, then build a report chart that allows you to plot all four.  I think that would be one of the charts with a line overlaid on a bar chart.  I've never managed it myself but I probably haven't tried hard enough.

OJMOJM

Thanks for your reply. I think I found the answer in a Knowledge Article:

Knowledge Article 000003933

 

On the bottom, under limitations is states "-Chart will not permit the display of 3 non numeric value columns at this time"

 

It looks like it can not be done. If anyone is successful in creating an Opp table with owner, opp name, close date, amount...Please let me know.

 

Thanks!