Articles on: Reports

How to create a table chart of Deals Ownership?



Choose "Pipeline Deals" explore.
In the Field Picker section, choose the fields "Deal Title", "Deal Type", "M&A Owner" under "Deal" view, and "Name" under "Phase" view.
Click on the Run button.
In the Visualization pane, choose table chart as the viz type.
To re-order the columns, you can hold the left button of the mouse to grab a column and switch its position with other columns.

Updated on: 25/04/2023

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