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Scatter Chart in Record

  • 1.  Scatter Chart in Record

    Posted 11-03-2017 00:22
    I created some simple rating and weighting fields, which ultimately end up in two separate percentage formula fields. I would like to add a simple scatter chart with only those 2 data points right after that section of the record.

    Record in that case is a project opportunity, the two percentages scattered right after the section will give the approving Manager a quick visual if he should approve the project to move ahead. 

    I have looked around here for a while and have created a report link to my chart, but that seems to not work. 

    In other words:
    Show a Report (in that case chart) in the record based only on input fields from that particular record. 

  • 2.  RE: Scatter Chart in Record

    Posted 11-03-2017 00:26
    Try configuring your Report Link field to match the [Record ID#] on the left (ie the [Record ID#] you are sitting on), and then on the right side navigate to your app and then right back to that same table and the same field - the [Record ID#].

  • 3.  RE: Scatter Chart in Record

    Posted 11-03-2017 00:32
    Wow, that with lightning speed fast and worked (of course). Amazing who those, on the surface, simple changes can impact what one tries to do. Thank you very much!!