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对报告摘要和分组的改进

可以改进报告摘要和分组的一些事情:

  1. 能够格式化汇总数据(IE为$ format)
  2. 按联系人列分组
  3. 将汇总数据作为指标拉到仪表板中

谢谢!

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  • 是的-并且能够控制列布局一旦分组-主列卡功能是令人沮丧的在许多情况下。

  • 彼得Spung
    彼得Spung ✭✭
    编辑09/02/22
    Slide1.JPG

    是的和-能够分组和总结计数和总数的百分比。想象一下,如果……在the attached, mocked up an existing count by group report to include percent of total.

    当然,我们需要能够控制小数位数,如果总数的百分比在同一列或其他列,如果是同一列,计数的顺序和总数的百分比,等等。


  • Cleversheet
    Cleversheet ✭✭✭✭✭✭

    @Peter Spung我可以预见这样一种情况,使用过滤器可能导致百分比总数加起来不等于100%。我想知道新选项是否改为标题为“显示总数的百分比”?或者这应该是一个附加选项而不是替代选项?

  • Cleversheet
    Cleversheet ✭✭✭✭✭✭

    @TMarquardt我喜欢你所有的想法。

    为了实现以美元格式显示[Summary Field]#——在它们属于的地方加上逗号——我不得不做一个多阶段的工作(这需要添加一个“假的”小十进制值),并涉及一个非常复杂的公式。

    (如果有兴趣了解我是如何做到这一点的,请联系我。)

  • 是的,如果我们可以在源表的同一列是多选择时,按分配给列分组报告,那就太好了!谢谢你!

  • 这些特性加1分,特别是使用摘要报告作为仪表板上小部件的数据源。

    此外,我希望能够向摘要报告添加新的非汇总表列,以增加汇总表字段。

    我们希望让每个人都能灵活地使用工作表,但是我们有一组一致的汇总工作表字段,我们可以在汇总报告中汇总,然后将其用作仪表板的数据源,但是我们不能添加新列,除非它们已经存在于汇总工作表中。谢谢!

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