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Xiang Chen
Group and Categorize Your Data---The 'Opportunities by Rep and Close Month' report does not seem to grouped on 'Close Date' by Calendar Month.
Wwhen I work on the module of Group and Categorize Your Data, the following coninually come out:
Error: The 'Opportunities by Rep and Close Month' report does not seem to grouped on 'Close Date' by Calendar Month.
But I have cheked lots of times, I did grouped on the "Close date" by Calendar Month.
Who can help me and tell me why?
Thx so much!
Error: The 'Opportunities by Rep and Close Month' report does not seem to grouped on 'Close Date' by Calendar Month.
But I have cheked lots of times, I did grouped on the "Close date" by Calendar Month.
Who can help me and tell me why?
Thx so much!
This is the module you are working.
https://trailhead.salesforce.com/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/steps/group-and-categorize-your-data
After change the report from summary to matrix please check once again if the grouping still exists?
Please let me know if it helps.
Please don't forget to mark this as solved if it's resolved.
Thanks,
Saravana
All Answers
This is the module you are working.
https://trailhead.salesforce.com/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/steps/group-and-categorize-your-data
After change the report from summary to matrix please check once again if the grouping still exists?
Please let me know if it helps.
Please don't forget to mark this as solved if it's resolved.
Thanks,
Saravana
I found the reason, I drag the Close Date to the Row heading, instead of the column heading.
Thanks,
Saravana
I have restart all challenge in different TP(trailhead playground) and I did all the requirements perfectly and I passed the next challenge in the module, I am always stuck with the error message of
''The 'Pipeline Matrix Report Current and 2 FY' report does not appear to have the bucket field configured correctly''
Here the screenshot of the report requirement:
thank you in advance
How do you change it to matrix in lightning? I tried just switching to classic and changing it to matrix but it will not work.
I have followed the instructions exactly. In Xiang Chen's screenshot I have compared my trailhead and there is not instruction to do this.
Group rows by this Field.Make sure you select the "Group Columns by This Field" on "Close Date" and not "Group rows by this Field".