Dashboard Cards Calculation
With the current functionality, the dashboard cards will only represent the number of rows in the filtered grid. Tara would like the dashboard card to reflect a sum of a column within the grid.
"For example, I am trying to get a card that shows the total remaining $$ to spend for an awarding season. Right now when i go to the opportunity grid and filter it to say season = Fall 2017 and total remaining amount >0 and build a dashboard card off that it is counting the # of scholarships in that grid - but I want it to give me the sum of the remaining amount. Or if the sum can't be on the dashboard card, is there a place on the grid itself that can show the sum?"
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Jessica Beatty
- Jun 9 2017
- Reviewed: Voting Open
| Employee Name | Jessica Schildwachter |
| Client Name "shard name" | ncsu, slu |
| User | System Admin , Opportunity Admin |
| Functional Unit | Dashboard |
Related Enhancements
The number count is not the most important item we want to see. Rather, we need the amount encumbered. This would enable us to have much needed information at our fingertips.
Chris Hoffman at St. Louis University (SLU) would love to see this feature added as well. As a System Admin now she would like to be able to see dashboards cards that will calculate the fund balance/status for a particular College/Department.