3 Replies Latest reply on Oct 2, 2018 10:04 PM by Tushar More

    How do you create a basic report that shows the number of Salesforce opportunities during a given month?

    Russ Tanner

      I'm pretty new to both Tableau and Salesforce. But I need to learn a few things quickly. I'm trying to figure out how to show a bar chart that shows the total number of opportunities during a given month. I also need to show the total number of leads during the same month. Is there a really basic way to do this? I'm probably just overlooking something. I tried dragging out the Created By date but I don't think that's what I want to use. It pulled in way too many records.