Help With Dashboard Table

[jneilan]

Hello,

I have a summary report that totals 2 columns and then has a 3rd colum showing the percentage between the 1st 2.  I'm trying to create dashboard components that will show these totals using a table, but I can't control which total is appearing in the dashboard.  Any suggestions?  Thanks,

[jmiller9]

A solution that I have used in the past is to create a table/chart within the report to show the data I want and then refresh the dashboard. Hope that helps!

Jared

[jneilan · Accepted solution]

Thanks.  That's what I ended up doing.  It works, but it would be nice to be able to show quarter and annual numbers in the same table.  Wishful thinking I guess ;-)  Thanks for the suggestion!

[MSSBMeghan]

You can use an S-Control to achieve what you want - check out the link below:

http://blogs.salesforce.com/analytics/2007/04/adding_a_field_.html

If you build the report using summary formulas (PREVGROUPVAL or PARENTGROUPVAL) you can show the quarter/annual numbers in your dashboard.

Check out the Reports and Dashboards Blog, January 2009 - there is a section halfway down called Accessing Previous and Parent Group Data

http://blogs.salesforce.com/analytics/2009/01/index.html

There is also some info on Analytic Snapshots in that blog post.

Another piece that details summary values can be found here:

http://www.salesforce.com/community/spring09/administrators/force-database/data-grouping.jsp

Hope that all helps. Happy to discuss offline if you are still in need of help.