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ahmadkhanahmadkhan 

Need help with reports

HI,

 

hey guys i need help in creating a grouped colum charts i want to create a grouped column chart showing amount on Y-axis and months on X-axis and comparing actual and expected amount on the graph. 

 

i am New to Salesforce. Please guide me.

 

Thanks

Ashish_SFDCAshish_SFDC

Hi Ahmad, 

 

To build a report that suits your requirement youhave to play around with the options to see the best suited view. 

There are already a few Standard Reports that can be browsed by going to the path | Report Tab | New Report Button | Select the Report type from the Existing List | Create | In the Wizard Drag and Drop the Fields and Drag Out the Fields that are not Required. 

H&T Article: https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_getting_started.htm&language=en_US 

Good Youtube Video: http://www.youtube.com/watch?v=Ujn2wrYiMAA

You can try by changing the report types like - Summary, Table and Matrix types to see which form fits your Requirement. 

 

Regards,

Ashish

 

 

 

ahmadkhanahmadkhan

Thanks Ashish.

Ashish_SFDCAshish_SFDC

Hi Ahmad, 

 

You are welcome!

 

Regards,

Ashish

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