I am trying to create a monthly summary (email sent, emails delivered, emails open, email bounced, number of clicks & Open rate) of email totals using pivot table in Dashboards. I have created group rows - Year and Month from Finished on Date on the email object using calculated field. Open rate is Number of opens in a month/number of emails sent in a month. When I am trying to create a calculated field Open Rate, it is calculating open rate for each row first and then summing up for the month. I want this to sum up both opens & sent on month first and calculate open rate later. How should I go about it?
Unfortunately, I was not able to find an example you requested but you can always check all the needed parameters in the Academy Article that is related to Dashboard widgets and their customizations.
Your business task is quite clear but still, there is no existing example of code that you can use. Please, check the article that I sent before and do all the required development.
I need to perform some calculations based on data in the dashboard we did some implementation in the pivot table. we are able to get sum 2 fields based on all filter but further using that calculation to display the ratio of that 2 calculation is where I am stuck.
Unfortunately it's not quite clear what task do you want to achieve. Can you please add some screenshots of what is the desired result? Also can you please specify why the formula column type is not an option in our case?
