Activity Forums Salesforce® Discussions How can I show (on a dashboard) what % one column total on the report is of another column ?

  • How can I show (on a dashboard) what % one column total on the report is of another column ?

    Posted by Deepak on October 7, 2019 at 11:15 am

    How can I show (on a dashboard) what % one column total on the report is of another column total on the report?

    Piyush replied 4 years, 11 months ago 2 Members · 1 Reply
  • 1 Reply
  • Piyush

    Member
    October 9, 2019 at 3:33 am

    Hi Deepak,

    1. Create a custom object "Loan".
    2. Create "Amount"  and "Total Credit" fields in "Loan" object.
    3. Create a summary report group by Name.
    4. Use Formula "Loan__c.Amount_Outstanding__c:SUM / Loan__c.Total_Credit_Line__c:SUM"
    5. Grouped at the grand summary level
    6. Format is percent

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos