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amolg

Member Since 31 Oct 2013
Offline Last Active Nov 14 2013 04:48 AM
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Topics I've Started

Create common/global field in opportunities

08 November 2013 - 08:00 AM

Hey,

         I have to create global field as market share amount in opportunity.

That field will be common to all opportunities.

In short I have to set market share amount for all opportunities.

And I have to use market share amount field in reports.


Report - Chart data currency Conversion Issue

31 October 2013 - 09:59 AM

Hello,

 

Issue regarding report chart data currency conversion.

 

I have set base currency as INR and user Currency AS USD.

After that I have created report on opportunity and set spot currency as USD.

Then chart data shows in base currency and grid data shows in spot currency.

Actually both chart and grid data must be show in spot currency but that does not happen.

 

I have attached issue page snapshot.


Report DrillDown Details Issue

31 October 2013 - 09:41 AM

Hello,

       

I have created report on opportunity with following fields.

 

Module               - Opportunity

Filter                   - Owner  (Available at run time - true)

Grouping            - Stage

Columns             - Stage, Count and Amount-(Sum)

Drill Down           - Name, Stage, Owner and Amount

Select Ordering  - Stage

Chart                  - 3D Vertical Bar Graph ( First Series - stage and First Range - Amount-(sum)

And fill General Information.

 

When creating a report for opportunities filtered by Owner having drilldown columns, the drilldown data does not match the filter.

 

This  occurs when you make the Owner selection available at runtime, and then run the report, then change the Owner and apply. The report refreshes and the chart changes, but drilldowns still show the original Owner Data.

 

 


Report DrillDown Details Issue

31 October 2013 - 09:30 AM

Hello,

       

I have created report on opportunity with following fields.

 

Module               - Opportunity

Filter                   - Owner  (Available at run time - true)

Grouping            - Stage

Columns             - Stage, Count and Amount-(Sum)

Drill Down           - Name, Stage, Qwner and Amount

Select Ordering  - stage

Chart                  - 3D Vertical Bar Graph ( First Series - stage and First Range - Amount-(sum)

And fill General Information.

 

When creating a report for opportunities filtered by Owner having drilldown columns, the drilldown data does not match the filter.

 

This  occurs when you make the Owner selection available at runtime, and then run the report, then change the Owner and apply. The report refreshes and the chart changes, but drilldowns still show the original Owner Data.