Reply
Newbie
admininstl
Posts: 1

report with Picklist values as columns

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
Regular Contributor
Jyotisha
Posts: 14

Re: report with Picklist values as columns

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,