Jul 08, 2020 05:05 AM
Is it possible to limit the amount of rows in a table view for use in a chart?
E.g. I want to see my top 20 accounts based on sales value.
However when I create a chart, based on sales value, I cannot limit the results to only the top 20.
Solved! Go to Solution.
Jul 08, 2020 08:59 AM
Hmmm, I don’t have the answer for you on how to quickly or easily get the top 20 records into a chart, but I do know that the Record List Block will let you display a list of the first X number of records based on however you sort your data.
Jul 08, 2020 08:59 AM
Hmmm, I don’t have the answer for you on how to quickly or easily get the top 20 records into a chart, but I do know that the Record List Block will let you display a list of the first X number of records based on however you sort your data.
Jul 08, 2020 09:06 AM
One option is to write a script in the Scripting block that marks those top 20 records (perhaps via a {Top 20}
checkbox field). With a view that only shows those marked records, choose that view from the Chart block. If you’d like help with the script, let us know!
Jul 10, 2020 01:41 AM
Thanks @ScottWorld / @Justin_Barrett.
The record list is probably the closest to what I’m looking for.
I ended up looking at what the sales value is at row 20, and set a filter where sales value > than just below this number to give me the top 20.
Jul 10, 2020 06:02 AM
Great to hear it! Glad I could help! :slightly_smiling_face: You also could just sort your records from highest to lowest, without worrying about the filter.
Dec 06, 2022 05:50 PM
Hello Sir, is there anyway I can use automation using record list block? Since I can limit x number of rows in there. Could I copy the records that shows in there using automation?