3

Dashboard

Hi,

I have created a formula field which displays Months in Text. The idea behind this was to create a report for the case object, where it gives the report of cases opened in Months. I got the reports and dashboards pulled up with the accurate data. But, if you notice the picture, the table is sorted by the case counts and not by months. Is there a possibility to sort the months accordingly like Jan to Dec and not jumbled up as in the picture.

Thank You

1

One thing to note on how these dashboards render and sort is based on how your report is sorted

Suggestion to do the following

1)Include the number field only and group by number field and sort it by the number and this would be in order

2)Sorting of report based on formula field not possible and that's the other hurdle yow will face if you make a formula field

3)Use workflow and in text field instead of January,febraruary use something like 1 Jan,2 Feb,3 march and that would allow you to sort and hence report will be sorted .

4)How about buketting 1 as JAN,2 as FEB etc and then sorting on month and using the report for dashboard should also display JAN,FEB etc in your dashboard

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.