Articles on: Reports

How to create a single value chart to show the Size of A Pipeline?

Visualization:





Steps:



Choose "Pipeline Deals" explore.
In the Field Picker section, go to the field "Size ($m)" under "Deal" view -> click on the three dots next to the field -> choose Aggregate -> choose Sum. This will create a measure called "Sum of Size ($m)" that is automatically added to the visualization.





Click on the three dots next to the "Sum of Size ($m)" measure -> choose Edit -> choose Field Details -> choose "U.S. Dollars" as the format.



Click on the Run button.
In the Visualization pane, choose single value chart as the viz type.

Updated on: 25/04/2023

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