2 Part Question on Averages & Calculations in Reports

VinceA

Hi folks,

2 part question:

1. here is that when looking at individual rows in a Report, the calculations are correct for representing % difference between two #'s as seen below (difference between A and B = C). For example in the green boxed check-marked area you can see that the calculations make sense as would all of the other individual rows. However, it doesn't get reflected in a roll-up AVERAGE when perhaps you'd think it would. What displays is the Average of all of the fields for that column. How if in any way can this be displayed or corrected other than working through a Metrics Sheet, if at all.
2. I didn't see any update in the Community for several requests regarding ability to have these rolled-up Averages and/or Summaries configured in a Chart Widget for Dashboards rather than the use of a Metric Sheet. Is that still the case or is this doable.

Thanks

V_

VinceA

*Don't know what happened at the beginning of my sentence but it should read:

1. When looking at individual rows .............

Paul Newcome

The report does not compare one column to another. The report simply performs the calculation based on that column. That is the expected functionality. The individual row calculations are most likely performed via formula in the sheet itself and not by the report.

You can use a report to populate a chart widget in a dashboard.

VinceA

Hi Paul,

thanks for your reply and understood on part 1.

I know I can use the Report for Chart Widgets as I have in the past but thought after many requests by others that being able to use the AVG or SUM roll-up of the sub-rows would be a feature at this stage.

Thanks Paul.

V_

Paul Newcome

Yes. You can use the avg and sum rollups to chart.

VinceA

Hmmm .....

I tried doing that to the best of my knowledge but it's not happening on my end. How is that possible because I can't even select those fields in any way shape or form in order to display just those Summaries or Averages in a Chart Widget.

Thanks in advance.

V_

Paul Newcome

Your report would need to contain only the fields you want to chart. You cannot select sections of a report to chart. The entire report is selected by default. You can then adjust which COLUMNS are charted in the widget settings.

VinceA

Thanks Paul and understood.

I've created many charts using Reports in the past but what I'm referencing is how to capture the Averages and/or Summaries as seen in the red box above noted by me as in A, B and C.

Thanks

Vince

Paul Newcome

I understand what you are trying to do, and you would do it the same way as you normally would to use a report to create a chart. You create the report, create the groupings and summaries, create the chart.

VinceA

Sorry Paul ... I'm having several senior moments lately so disregard everything regarding ability to display the roll-ups in the chart widgets. The perils of doing 5 things at once.

Thanks mate