Conditional Dashboard Formating?

Desmond Smith

I have a sheet with several rows, and those rows may or may not have sales orders. If the row has a sales order then its booked, if it doesn't then it's pipeline.

I'd like to have a dashboard pull data from this sheet that adds up all of the rows that contain an SO and also add up all the rows that don't have an Sales Order number.

So basically

if Sales order is blank, then pull the amount from the "dollars field" and use it for the sum of the sales pipeline

If Sales order field is populated, the pull the total "dollars field" and use it for the sum of the "booked" orders

Is there an easy way to do this?

Andrée Starå

Hi @Desmond Smith

I hope you're well and safe!

Have you looked at the new Grouping/Summing features in reports?

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Desmond Smith

I hope you're well and safe!

Have you looked at the new Grouping/Summing features in reports?

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Bassam Khalil

Hi @Desmond Smith

Hope you are fine, please check the following article it will help you to solve your question "Configure Grouping to Organize Results in Report Builder"