Categorizing and Summarizing the Amount of Product Sales by Product Category and then by Product Name

Summarize the amount of product sales by product category and then by product name, and display the result as shown below. Image

Let's assume that the form has the following fields:

  • "Product category" field with the product category entered
  • "Product name" field with the product names entered
  • "Sales amount" field with the amount of product sales entered
  1. On the record view screen of the app, click the create graph icon Column chart icon. Image
  2. From "Design a Graph Starting from Graph Type", click "Column chart".
  3. Specify each item.
    • Chart Type
      Select "Column chart" and "Stacked".
    • Group by
      Select "Product category" for "Level 1" and "Product name" for "Level 2".
    • Function
      Select "Sum" and "Sales amount". Image
  4. Click Apply.
    The amount of sales is calculated and displayed in a graph.