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report with Picklist values as columns
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07-24-2008 07:36 AM
I need to build a report with headers for the columns that are in a picklist in Opportunities. Depending on what stage of the sales process the opportunity it is in the amount needs to appear in the report below the sales category pick list value.
Examople
Company Worst Case Most Likely Best Case Stage
XYZ 100.0000 Proposal
ZBC 200.000 Prospecting
UIZ 10.0000 Proposal
How do I turn a pick list into a column heading and then put an amount below it depending on what stage the opportunity is in?
Thanks
Examople
Company Worst Case Most Likely Best Case Stage
XYZ 100.0000 Proposal
ZBC 200.000 Prospecting
UIZ 10.0000 Proposal
How do I turn a pick list into a column heading and then put an amount below it depending on what stage the opportunity is in?
Thanks
Re: report with Picklist values as columns
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08-02-2008 01:22 AM
Hi,
Picklist values can be selected as column headers by creating a matrix report. Execute the following steps:
1. Select "Matrix" report data type
2. In grouping specify "Opportunity name" as row heading and "Stage" as coloumn heading
3. Select sum of the Amount in sumarize information (Step 3 in Report wizard)
4. Specify critera if you have any.
5 Run Report
This will show all the pickliat values in stage as column headers and amount details in each column.
Thanks,
Picklist values can be selected as column headers by creating a matrix report. Execute the following steps:
1. Select "Matrix" report data type
2. In grouping specify "Opportunity name" as row heading and "Stage" as coloumn heading
3. Select sum of the Amount in sumarize information (Step 3 in Report wizard)
4. Specify critera if you have any.
5 Run Report
This will show all the pickliat values in stage as column headers and amount details in each column.
Thanks,

