I’m looking to create a dashboard that shows the performance of Products in relation to Billing Lines and summed Amounts on Billing Lines grouped by Type, Subtype, and Sub-subtype specified on the Product shown hierarchically in a table such that Type shows the sum for all under that type, Subtype shows the sum for all under that Subtype, Sub-subtype shows the sum for all under that Sub-subtype, and all are displayed tabbed out underneath each other sort of like a tree in the dashboard. This tree table should be dynamic such that if our picklist options change for Type/Subtype/Subsubtype, the dashboard should automatically restructure based on the available picklist options.
Is this possible?
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Hmmm … I think so. A lot to take in without visually reviewing the objects, fields, and maybe even a wireframe, but I think so.
I would usually get the understanding of the requirements, review the objects and then be able to know for sure right away whether it was possible and how it would be built.
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