Hello!
I am trying to create a line chart in an interface that shows the number of records (leads in this instance) we received this financial year vs last financial year. I essentially want to see how we are tracking in comparison. What is the best way to go about it?
I have created a formula which indicates what FY the record was created in to assist with grouping but I just cant get it to display correctly.
Thanks in advance for your help! 😊
Hey
Would you mind sharing a screenshot of what you are currently getting, and what your desired outcome would actually be?
Mike, Consultant @ Automatic Nation
YouTube Channel
Does this look right? If so I’ve set it up here for you to check out
Setup:
The FY field is set up to display as text so that it shows up properly on the X axis, and the Y axis is just a count of the number of records
And here’s the data:
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