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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for adding a Summary field to Matrix reports

Let's consider a use case: showing all opportunities with the total amount in a Matrix format, row grouping by Opportunity Stage, and column grouping by Opportunity Owner:

  1. Navigate to the Reports tab and click on the New Report button.
  2. Select the Opportunities Report Type and click on the plus sign under the Opportunities category.
  3. Click on the Create button to continue.
  4. Change Show to All opportunities.
  5. Change the Date Field range to All Time.
  6. Note that the Opportunity Status and Probability filters are next to Show; these specific filters are there only when we use the Opportunity Report Type. For this exercise, just leave the default value Any for Opportunity Status and

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