Dashboard having multiple grouping in chart widget impacted when we have more than 1 column in group by

Analytics / Operational Dashboards
Solution Deployed

Created

Jun 13, 2024

Last Updated

Sep 25, 2024

Reference ID

W-15999064

Summary

Dashboard having multiple grouping has different view in Preview vs Save mode(after refresh)


Steps to Reproduce

Steps used to repro issue 1 in Demo org:

  1. Login to Salesforce
  2. Go to Report -> New report
  3. Select dataset like Opportunities with Product
  4. Add group by Row: Opportunities Name & Product Name
  5. Add group by Column: Product: Month & Product Date
  6. Click on drop down in table available after Product:Month and select : Month in calendar year
  7. Click on drop down in table available after Product Date and select : Year
  8. Add chart to the report
  9. Save the report
  10. Go to Dashboard Tab -> Click create
  11. Add a chart widget(bar chart)-> select the created report
  12. Click on edit on widget
  13. Select Product:Month & Product Date on x axis
  14. Save the changes.
  15. Refresh the dashboard and observe the issue.


Workaround

N/A

Reference IDW-15999064
Solution Deployed

87 Reports

87 Reports