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Disabling Drill Down of Date Fields

Дата публикации: Apr 30, 2025
Задача
How to disable drilling down on date fields.
Действия
The following instructions can be reviewed in the attached workbook.
  1. Select Analysis > Create calculated field....
  2. In the Formula text box, type the formula similar to the one below, and then click OK. 
    DATEPART('year', [<date-field>])
  3. Drag the calculated field into the view, replacing the original date field.
Дополнительные ресурсы

DATEPART returns the date as an integer. For months or days of the week, use DATENAME instead of DATEPART. For example:

DATENAME('month', [<date-field>])

Or:

DATENAME('weekday', [<date-field>])



DATENAME returns the name of the specific date part as a discrete string. For displaying the date as yyyy/mm/dd format, use DATETRUNC. For example:
1. Create a calculated field.

DATE(DATETRUNC('month',[Order Date]))

2. Add the field to the view.

For Windows, keep right-clicking the filed and drag to Rows or Columns.
For Mac, keep pushing option key and drag the field to Rows or Columns.

3. Select <field name> (Continuous) or <field name> (Discrete) in the option menu as you need.


To voice your support for the inclusion of this feature request in a future product release, add your vote to the following Community Idea: Ability to disable one-click drill-down.


 

Номер статьи базы знаний

001465791

Вложения

Example_NoDrillDown.twbx

1158 KB

 
Загрузка
Salesforce Help | Article