Hi everyone, I had a user request a line chart that is filterable by contact showing the Total Opportunities Created as one line and another line showing the total revenue generated. The idea is the lines would have 2-3 colors per set (YTD, last year, 2 years ago) and would be filterable by the contact they select. The challenge is to my knowledge you cannot dynamically filter formula queries. So how would you go about this? Basically when he does his quarterly business review meetings with clients he wants to pull up a chart showing how many opportunities we generated and how much revenue generated for that person. Than switch to another person for the next meeting
Question
Dynamically Filter Line Chart with Formula Queries (or open to better ideas to do this)
+11
+24Can you tell us a little more about the structure of your app. You may not have relationships, but what are the records that are holding these totals and what are the formulas queries summarizing? What are the sort of child tables.
+24Well, I gather from your question that your chart is simply a report of opportunities. So it's just filtering which opportunities will show.
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