Dashboard report display

[zoomer1]

Hello All:

I am thinking this is probably a no brainer but for the life of me I can't figure it out. I have a report on a dashboard that shows the amount of calls each sales rep has made. I would like to sort this by highest to lowest record count but can't figure out how to do that. Can anyone help me with this??

Thanks in advance

[JenAtFFF]

Run an activity report of your users for a certain time period like this month that calculates the quantity of activities. When you create the component, use the dashboard type 'table' and set the display values as 'Row Value Descending'. If it still doesn't come out right, look at the original report criteria. Check the part of your report that has the chart on the last step. Make sure that your report is pulling from the right categories according to the chart. Often times, if you are totalling multiple columns, the dashboard component gets confused which one to pull from. Deciding it in the chart area solves the issue. Good luck!

[JenAtFFF]

By the way, I run several dashboards on activities. The execs seem to like the one that shows activities by rep this month, this week, and today the best. Then I have another that shows this month, last month, and two months ago to show their progress. Charts are always great if you do a report by the year and then group it by month. Then, a line graph shows the reps progress right next to each other. The possibilities are endless once you figure out how to make the components. Cloning is your best friend.

[Scot]

Assuming that you're using a Table element, you can change this sort order by editing the component, and changing the "Sort By" value in Step3 of the component.

Specifically:

   > Edit the dashboard
   > Click "Edit" on the table element
   > Change the SortBy: setting in Step 3: Table Settings to:
          Row Value Descending

[zoomer1]

Thanks so much Jen!! Management is loving these reports!

[Mark_D]

I have a dashboard component that displays the 'Top 10 Accounts' with most activity recorded against them YTD:

- The report reports on all accounts and all activities and sums the 'record count'.

- The dashboard component is a table, sorted by Record Count descending and displays only 10 values.

This was working fine until recently - now we have over 2000 accounts with activites recorded against them and the report only displays the first 2000 records.

As a result of this the dashboard displays the following message:

'Warning: The results below may be incomplete because the underlying report produced too many summary rows and the sort order of the component is different from the sort order in the underlying report. Try adding filters to the report to reduce the number of rows returned.'

I can't figure out how to sort my report or even filter the report to only include Accounts with at least a certain amount of activites as 'Record Count' is derived - not a field.

Can anyone help with this?

[JusticePsych]

I am trying to do a Dashboard object that would do the same... Accounts by Contact Record Count.  I get the same error.  I would limit the underlying report if i could, but as stated above, one cannot simply sort out useless entries e.g. "Record Count < 2" which seems like it would solve my problem.  I feel like this is linked fundamentally to the fact that record count is not an integral piece of the Account object.  If it were, then I suspect this would not be an issue.  Perhaps a report of the report might be a workaround?

[lbascle]

i am having the same problem, not just dashboard but reports generally. i also want to filter out results where "Record Count < 2" but haven't found any way to do this. please someone help??

[JusticePsych]

Hey.  So ever since CRM Fusion upgraded Demand Tools, their MassImpact application does precisely what I was looking to do.  A couple of caveats.

Although you can have Demand Tools count the number of child objects on any object, and put that value in a field of your choosing, this is not a dynamic number.  That is, if you do it on Monday and then three more contacts get added, you will have to run the process again to update the tally.  This is sort of annoying, however it is MUCH less annoying than any of the alternatives (of which I have yet to find any).

If you were to just run that scenario weekly or monthly, you'd keep a rather up-to-date list.  Works well for me.

P.S. If you don't have DemandTools, that's just silly. 

[EBeach]

I'm coming across a problem: I would like a dashboard that shows a combination chart, and that is sorted from lowest to hightest based on one of the values.

It seems that to make a combination chart in my dashboard I need to make the combination chart in my source report and choose "Use Chart as Defined in Source Report" when making the dashboard component.

Unfortunately doing this does not allow me to "sort by: row label descending".

Any solutions?