Before you create a global data field, consider how you want to view the data in dashboard reports.
Single-value data summarizes data from multiple projects. On the dashboard, single-value data can be displayed in graphs and tables.
In the dashboard, project counts are unique variables that use key date fields, such as Start Date or Due Date, to determine the number of projects within a specific time interval. For example, you might use the project count called Number of Projects Completed, which uses Completion Date to determine the number of projects completed by month, by quarter, this year, and so on.
You can create a new project count based on a date field or a formula field that uses date values. You can also change the name or the associated date for existing project counts. Project counts are only available in dashboard reports. You cannot add them as data fields in form templates.
Data fields belong to either single-value categories or data tables. Before you create or edit a data field, decide whether to add the data field to a single-value category or a data table. For more information, go to Data fields and form design.
To prevent this example from affecting the live site, discard any changes before you exit the sandbox.
When you add a list of values, keep Include a blank option selected to ensure accurate report results if a list value is deleted. For more information, go to Effects of deleting global data.
To edit a global data field, you can select its edit button or you can search for it.
To prevent this example from affecting the live site, discard any changes before you exit the sandbox.
When you edit a list field, do not delete existing list values. Instead, make the value inactive. For more information, go to Effects of deleting global data.