Can I create a chart from a summary table?
Is it possible to create a pie chart with totals of the whole. I know it is possible to create a summary of a table to create totals. How can I use those totals to create a Pie Chart?
Forum Discussion
You should be able to just create summary fields or formula fields to get your totals in a field. Then create a chart and use those values.
You don't have to display the formula field on the form of a record or a report besides the chart report. And when creating the summary fields you can filter the totals based on a criteria.
You should only need a new table if you want to store values in records. If you already have data and just need to perform some math then I would think you could achieve what you want with reports or formula fields.
However if you want to capture the totals of some records at a specific point in time and its possible those values could change, you could store that timestamp plus those values in this new table then compare the values from the timestamp record and the current totals of the same range. Does that make sense? if so is that what you're looking for?
Could you provide some more detail on the end result you'd like to see? Any info you can share about the values or totals you need to display could be helpful finding a solution for you. Thanks!
You should only need a new table if you want to store values in records. If you already have data and just need to perform some math then I would think you could achieve what you want with reports or formula fields.
However if you want to capture the totals of some records at a specific point in time and its possible those values could change, you could store that timestamp plus those values in this new table then compare the values from the timestamp record and the current totals of the same range. Does that make sense? if so is that what you're looking for?
Could you provide some more detail on the end result you'd like to see? Any info you can share about the values or totals you need to display could be helpful finding a solution for you. Thanks!