View Salesforce Data By Week, Month, Year

Want to see your Salesforce data in dynamic timelines? Learn how to use Salesforce report groupings to better organize your Salesforce reports.

Salesforce data groupings can split up your data by week, month, quarter, or even year! This simple knowledge of using grouped rows on a Salesforce report can transform your database into a digestible chart for anyone to understand.

[n-fe]

That was so helpful! I wanted to group by calendar week, but forgot I need to be in edit mode to do that. Thanks for this video!

[chaovizua]

Is there a way to include time period that have 0 records? I have a 12 month report, but certain times some months have no data, I'd prefer if they showed in the chart as 0, instead of not showing at all. It can be deceptive when it doesn't show at all, and you can almost overlook the lack of 0.

[philipelima]

Hey! Bro, problem is when I try to use this same report as a "Lightning Table" on a dashboard. It brings back the number format. Been trying to create a new row level formula, but still don't work.

[chalkie]

Hi there! I would like to group my close date by annual week number instead of the date range as this is difficult to view in dashboard graphics - is this possible?