The first report we need to build will be based on the Opportunities queried dataset. We need to show all Deals Closed by Date. A good chart to use for this is a stacked combo chart that includes the bar and the common line charts.
Using this stacked combo chart, we will be able to gain visual insights into the sales revenue trending over time by Practice compared against the overall Amount. This report should expose negative and positive selling trends. In the future, it may even be used to predict future sales decisions.
In this line chart, we need to organize the reporting measures based on the Amount and Closed Date fields.
Let's build the chart. Perform the following steps:
Navigate to the Fields and Filters area on the left-hand side of the form window and select Practice, Amount, and Close Date from the Opportunities queried dataset:
- The default chart shown will always be a vertical bar chart; to change...