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Christopher Gosline
Dependent Reports Question
Hello,
I am curious if there is a way to make report charts dependent on the specific object they exist on. I know you can filter charts, and even have them automatically filter by the layout's object ID they are dragged into, however my ask is a bit different. I would like to create a chart that changes with the object it is on.
For example:
Customer A has various sales revenue for each month of the year
Customer B has various sales revenue for each month of the year
I want to make one report/chart that can be dragged into the Customer object's layout that changes as you look into each record. So when one is viewing Customer A they see Customer A's sales data on a bar chart. Then when one is viewing Custome B they see Customer B's sales data isntead. I do not want to have to create a new report for every customer onboarded, this seems redundant and time consuming.
Is this possible? Could Visual Force Charting be a solution? I'd rather not dive right into VisualForce as this is an immediate need. If anyone can come up with an answer it would be greatly appreciated.
I am curious if there is a way to make report charts dependent on the specific object they exist on. I know you can filter charts, and even have them automatically filter by the layout's object ID they are dragged into, however my ask is a bit different. I would like to create a chart that changes with the object it is on.
For example:
Customer A has various sales revenue for each month of the year
Customer B has various sales revenue for each month of the year
I want to make one report/chart that can be dragged into the Customer object's layout that changes as you look into each record. So when one is viewing Customer A they see Customer A's sales data on a bar chart. Then when one is viewing Custome B they see Customer B's sales data isntead. I do not want to have to create a new report for every customer onboarded, this seems redundant and time consuming.
Is this possible? Could Visual Force Charting be a solution? I'd rather not dive right into VisualForce as this is an immediate need. If anyone can come up with an answer it would be greatly appreciated.