Scott Mathers - 1 year ago
This is an aspect on salesforce reporting I recently came across that was not possible with current implmentation. The Power of One solution did not solve it either. That works to get distint counts but only in simple situations. Recently I needed to report on distinct client count in programs but broken down to a sub level (funding type or client type) and it was not possible. I hope it actually comes out in a few months time.
Cathal Moran - 1 year ago
Love it, another use case, on the Tasks and events report I want to report on the number of accounts that have a task logged against them in a certain time. I don't care if account X has 50 tasks, I just want the number of accounts.
I know I can do a cross filter on an account report, but that ties my hands in dashabord filters, as I want to be able to show in a week how many accounts had a specific task type against them.
Matt Shonkwiler - 1 year ago
@Anusha Surepeddi - Thanks for the update! Very exciting to see that it will be in Beta for Winter '20!
Lyndsay Maby - 1 year ago
In the example described in this idea, I would use my Accounts Power of One field to show me the unique number of accounts with at least one "closed won" opportunity (filtering to only show close won opps). However, you are right that it would still return extra records. I typically have groupped by the Account and then hidden the details... or just show the sum of the Power of One Accounts at the top of the report or on a dashboard. But yes, when looking at the details, you'd see "too much" data. Still, for the use case described above of trying to see how many unique accounts have purchased something, I do think it should work. We do this for how many unique Contacts have an Open Opportunity, for example.
Anusha Surepeddi - 1 year ago
You prioritized it and now we’re building it! Thank you Trailblazers for helping us prioritize the product roadmap. Inspired by this idea, we’re working on the following feature: Unique Row Count in Reports. Users will have the ability to summarize a column by unique and use this new "unique row count" aggregate in charts, etc. This feature will be in Beta for Winter'20 release. Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://sfdc.co/IDXrGroup.