Creating Charts on Opportunities Advanced View
The Opportunities Advanced view is a powerful tool that allows you to analyze and organize your data in a variety of ways. With the latest update, you can now create charts directly from the Advanced view. This feature is perfect for visualizing your data and gaining valuable insights. In this article, we will walk you through the steps to create charts on Opportunities Advanced view and show you a couple of examples of how to get the most out of charts features
To use charting on the Opportunities Advanced view, you will need to have a range of data selected. This range must consist of at least one number field and multiple text fields. Prior to selecting the range, please ensure that you are using the row group feature to group data by the text field such as owner to make sure that you can see the graph by correct grouping.
Once you have your data selected, simply right-click to open the charting options.
Creating Your Chart
After right-clicking on your selected data, a menu will appear with various charting options. You can choose from a variety of chart types, including bar graphs, pie charts, and line graphs. Select the type of chart you want to create and a preview will appear on your screen.
Customizing Your Chart
Once you have selected your chart type, you can customize it to fit your needs. You can change labels, and other elements of your chart to make it more visually appealing and easier to understand. You can also add a title and a legend to your chart to provide more context.
Sharing Your Chart
Once you have created your chart, you can download it and share it with your team. This is a great way to communicate your findings and collaborate with others. You can also save your chart for future reference or use it in presentations.
Basic use case - Fees by Owner
Let's look at a simple example of how to do a chart showing breakdown of fees by owner
Advanced use case - chart of Opportunities using multiple segments and filters
Now, let's look at an example of how you can use advanced filters and column grouping to do a chart showing breakdown of fees by owner on opportunities of certain status created over a certain time period