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 :)
Sick tutorial, found it helpful. Great delivery from the instructor!
Thanks!
This was so helpful!
thanks! :)
Super helpful!👍
Awesome to hear that, thanks!
excellent tutorials. need more video
Thanks! Such comments inspire us to make more tutorials 🫶
Great video!
FYI the month column is missing
Juste parfait! 👌🏼
Merci! :)
Really helpful 😊
Glad you think this way, thanks!
How do I format the Total Order column in the table?
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. :)
How can I make daily projections vs actual dashboard with filter view of funnel
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.
How can I aggregate daily daily data? And also, what will be the best chart to use in this situation?
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 :)
@@coupleracademy thank you so much!!
for the table chart, how can I display the amount for only 2 d.p?
Hi! You can use the "Custom number format" option from the Format -> Number menu to decide on the number of decimal places.
Can we 2 slicer for 1 data
Hey! Definitely, add as many slicers as you need :)
Month column is missing in the template in the description
U good
cheers
😍
Thanks :)
This was so helpful!
Glad to hear that!