Hi! How would you like to format it? You'll find plenty of options in the 'Format' menu, such as changing the currency symbol, number of decimals, different alignment within cell, etc
How would you do the date part if you have data with numbers? (1/1/2020) instead of with text? (Report pulls directly form Salesforce so dates are unchangeable.
Great question! If your data has dates in number format (like 1/1/2020), you can still work with them in your Google Sheets dashboard. Google Sheets should recognize the numbers as dates if they’re formatted correctly. If you need to manipulate these dates, you can use functions like DATE, TEXT, or DATEVALUE. For example, you can use: =TEXT(A1, "mm/dd/yyyy") to convert a numeric date to a text format. If you need to extract parts of the date, functions like YEAR, MONTH, and DAY can be handy too. :)
Thanks for your question! To create a daily projections vs actual dashboard with a filter view of the funnel: - Set up columns for dates, projections, and actual values. - Use SUMIF or QUERY formulas to aggregate daily data. - Create charts for projections vs actuals. - Add filter views via Data > Filter Views > Create New Filter View. - For a funnel chart, organize data by stages and use a bar chart.
For daily aggregations, it's best to use either SUMIF or QUERY formulas. Here some examples: =SUMIF(A:A, "2024-01-01", B:B) =QUERY(A:B, "SELECT A, SUM(B) GROUP BY A") And as for the chart, i think line chart will work perfectly fine for the job :)
