Apex Code Development You need to sign in to do that
Don't have an account?
Seanzies Custom Matrix Report totals by month
I am looking to create the following matrix report but need help creating a summary column totaling activities by month by rep
For example:
Rep Month Grand Total
January February March April
RepA 5 10 12 13 40
RepB 1 4 2 5 12
RepC 2 0 5 9 16
Grand total 8 14 19 27 68
Sorry for the hokey mockup
How can i create a summary column totaling completed activities by rep by month?
Basically what i am trying to show is a trend of how reps activites have increased (hopefully) month by month.
If you already have a version of your matrix report saved, click on Customize and then jump to the Select Grouping step. This will get you to screen 2/7. For Row Headings, choose Assigned. For the Column Headings, choose Date and then in the Group Dates By drop-down select Calendar Month. When done with this, click on Run Report from the Select Grouping step and you should have what you are looking for.
Rhonda
All Answers
The Grand Total column should be created automagically when you use a matrix report. Have you already created a matrix report and it is not showing, or do you need some help getting the matrix report itself created?
I have some what the matrix report created but I need help creating the summary columns that show total activites by rep by month. I am looking to have a column for each month showing a count of each reps activities for that month.
That is where i need the help.
If you already have a version of your matrix report saved, click on Customize and then jump to the Select Grouping step. This will get you to screen 2/7. For Row Headings, choose Assigned. For the Column Headings, choose Date and then in the Group Dates By drop-down select Calendar Month. When done with this, click on Run Report from the Select Grouping step and you should have what you are looking for.
Rhonda