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05 - Summarizing With Formulas & Visual Summaries (Chart - Single…
05 - Summarizing With Formulas & Visual Summaries
VS - Conditional Highlighting
Highlight up to 3 summarized or summary formula values in different colours depending on where they fall in relation to a specified range.
Chart - Multiple Groupings
Stacked bar
Compare totals & proportions
Stacked to 100% bar
Compare preportions
Side-by-side bar
Compare secondary groupings
Grouped line
Compare secondary groupings over time
Scatter Charts
Plot 2 numerical summaries against one another to visualize the correlation between values for a particular grouping on a report.
Example
Plot opportunity stage duration against the number of related activities.
Chart - Single groupings
Line
Over time
Funnel
Sales process
Vertical bar
Fewer items or over time
Pie
Compare share
Horizontal bar
Compare many items
Donut
Compare share of total