Grouping Dates by Calendar Month In Year may display as an actual Date when added in a Dashboard

Analytics , Lightning

Last updated 18 days ago ·Reference W-4303891 ·Reported By 34 users

In Review

Summary
Grouping Dates by Calendar Month In Year may display as an actual Date hen viewing in lightning dashboard.

Repro
Initial Setup:
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1. Company and User locale is "English (Australia)" or "English(Philippines)"
2. Create the following record:
a. Create an account
b. Create Contract
c. Create Order record related to Contract and Account from step 2.a and step 2.b
3. Go to Order object and create a custom number formula field with a value of 1
a. Field Label: Formula1
b. Formula Return Type: Number
c. Formula1 (Number) = 1

Repro Steps:
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1. Create an Order Report using standard Order Report Type
2. Date Field Time frame select "Created Date" from Order Object with Range All Time
3. Select Matrix Format
4. Select Created by from Order Object and set as the ROW grouping
5. Select Created Date from Order Object and set as the COLUMN grouping
6. Set the Created Date column grouping Group Dates by "Calendar Month in Year"
7. Add a summary formula:
a. Column Name = # of Order
b. Format= Number and Decimal places=2
c. This formula calculation will be displayed in the report at the level you select = At all summary levels
d. Formula = Order.Formula1__c:SUM
8. Add another summary Formula:
a. Column Name = Monthly Goal
b. Format= Number and Decimal places=2
c. This formula calculation will be displayed in the report at the level you select = At a specific row/column grouping level...
A = Created By
B = Created Date (by Calendar Month in Year)
d. Formula = (Order.Formula1__c:SUM)/100
9. Add a Vertical Chart in report
Y-Axis = Monthly Goal
X- Axis = Created By
Group by = Created Date
Combination Charts"
Plot Additional Values = Check
Display = Line
Value = # of Order
Use second axis = Check
10. Save the report
11. Create a Dashboard (similar to this sample dashboard I created https://ap2.salesforce.com/01Z28000000pHFj/e?)
12. Add the report created from the previous steps in the dashboard
a. Dashboard Component = Table
b. Edit the Table dashboard component and click the Formatting TAb
c. Click Customize Table
d. Column 1 = Created By
e. Column 2 = Created Date
f. Column 3 = # of Order
13. Ok and Save the dashboard.
14. Now Refresh in Classic it will show as expected.
15. However, switch to lightning experience and you view the same dashboard and refresh, you will see that the created date column will display as the actual date instead of just the actual Month only.

Workaround
There are no current known workarounds.

Is it Fixed?

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