cancel
Showing results for 
Search instead for 
Did you mean: 

Designing Reports in C4C

Gayatri_Bagde
Active Participant
0 Kudos

Hello Experts,

I have added 3 Extension fields(Drop down fields) in Account BO having the same values for the drop down.(e.g. all the 3 fields contains D1,D2,D3 values in dropdown).

Is there any way by which I can design a report in C4C such that if I put a selection criteria- e.g. D1 for only one field in report and it will give me all the accounts which are having "D1" value selected in any of the three fields. Is this feasible in C4C?

Waiting for your valuable answers.

Thanks in Advance,

Gayatri

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi Gayatri,

Yes it is very much feasible. All you have to do is,

  • Just take an additional D1_Indicator field in Account.xbo
  • And whenever the data for any of the three field is set as "D1", then in Before Save set the D1_Indicator to true else to false.
  • Now create the report and the select the D1_Indicator field too, as created above in Step3 of report creation.
  • And in Step4, select the D1_Indicator field and set the Value Selection column of it to Fixed Value Selection.
  • Then click on the Set Fixed Value Selections button and set the value to "true".
  • Save the report.

Bingo!!! Hope this suffice your need.

Best Regards,

Mimo

Gayatri_Bagde
Active Participant
0 Kudos

Hi Mimo,


Thanks for replying.

The value selected could be anything (I was just giving an example as "D1") and this value will be selected at the run-time in reports selection criteria.

So just by filtering true or false may not solve my issue.

To be more specific, my requirement is whenever a report is designed, the user should have the facility to view all accounts which have the value D1 (or D2 or D3-whichever the user gives in selection criteria), selected in either of the three drop-down fields.

Thanks,

Gayatri

Former Member
0 Kudos

Dear Gayatri B,

I think you are talking about filter based on your extension field.

yes it is possible you can do this.

step1. extend your extension fields to your desired report.

step2. Add your extension field into report and select the check boxes (Display in report & Display in selection Area)

now you can filter the accounts based on the input from your extension field.

Thanks,

Manoj Kannaujiya

Gayatri_Bagde
Active Participant
0 Kudos

Hi Manoj,

Thanks for the response.

I already have my extension fields on report selection screen.

If you refer to my example in the main post, I want to find out how many accounts have value "D1" in any of the 3 fields.

E.g. If you consider the 3 extension fields as E1,E2,E3 having same drop-down values (E.g D1,D2,D3) then if Account A1 has value "D1" in field E1, Account A2 has value "D1" in field E2, Account A3 has value "D1" in field E3 then I need to design a report in such a way that by applying selection criteria as "D1" to only 1 field I will get all these 3 accounts irrespective of whether D1 is maintained in E1,E2 or E3.

Thanks,

Gayatri

Suchita92
Participant
0 Kudos

Hi,

I do understand your requirement. Check following approach to see if it gives expected result.

In Define Characteristic properties of the report wizard,

For E1, select Fixed value selection, Use the Set fixed value selection button. Maintain values as E1 = D1 , add row, E1 = D2 , add row E1 = D3.

Repeat the same for E2 and E3.

Thus now you have a report with E1 = D1;D2;D3  and E2 = D1;D2;D3 and E3=D1;D2;D3. I would expect a large result set. Now business can use the Analyse option to apply filter if they are interested in D1 customer by putting filter as E1= D1, E2=D1, E3=D1.

Alternatively, You can create 3 views with each such a filter for D1, D2, D3 but I guess this is just for example sake and in reality you may have more than 3 values so leaving a big set of result for business to analyse using their needs is the best solution in this case.

Hope this helps.

Regards

Suchita

Gayatri_Bagde
Active Participant
0 Kudos

Hi Suchita,


Thanks for the response.


But the filter criteria for 3 fields will work as logical "AND" condition. I mean if I give E1=D1, E2=D1,E3=D1 , it will give me the accounts where all three fields have value D1.


But here I need logical "OR" condition i.e. all the accounts where either E1 or E2 or E3 have D1 where D1 could be any selection criteria specified by user in report.


Thanks,

Gayatri


Suchita92
Participant
0 Kudos

Hi,

Filter criteria was on the result set if the user want to see only customers with value D1.

Defining character properties the way I said will give you all the customer with Values D1, D2, D3 for any of E1, E2, E3. This is the only option.  If you are functional, then you need to give business this report and train how to use it or give them 3 views as I said, alternatively create an interactive dashboard with the 3 views.

What report you are asking is out of basic principal of any reporting language where you are telling system given me records with E1 = D1 and expecting system to also give you records of E1 = D2 ( just because E2 = E1 ). You either have a criteria or open criteria report where system brings to you all the record.

If you are a technical, then you need to explain your functional about this. Designs are always based on some principals. We can not design anything against the principal. This is my genuine opinion.

GoodLuck.

Former Member
0 Kudos

Hi Gayatri,

It is not possible through Adaptation Mode.

We can filter value by separate field.

if the filed has the value then it will come into your report.

You are talking about to control over all three fields with the value of single field. 

You can't apply this logic through Adaptation Mode.

It might be possible through SDK.

Thanks,

Manoj Kannaujiya.