How do I group (summarize) only certain data?
I have Salesforce data that comes from a couple of different objects. Primary is Opportunities but it's also pulling some information from Accounts. The data would look like this:
Account Name Opportunity Opportunity Value Account Value
John Doe Opp 1 50 125
John Doe Opp 2 65 125
John Doe Opp 3 30 125
Jane Smith Opp 1 25 210
Jane Smith Opp 2 405 210
What I want to do is build a grouped bar chart that will compare the sum of the opportunity value vs. the sum of the account value PER ACCOUNT NAME. So in other words, the comparison would be as such:
Account Name Opportunity Value Account Value
John Doe 145 125
Jane Smith 430 210
However, I'd want to drill down on an adviser to see the specific opportunity details. So if I clicked on John Doe in the grouped bar chart I would then see the 3 opportunities that comprise that are tied to his account.
Is there a beast mode or dataflow transform that can handle this?