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How to restrict a characteristic without affecting the entire report?

Former Member

Hi,

I am relatively new to reports in C4C. I have a requirement.

In an Opportunity Detail report, I need to bring in "Sales Employe" column.

I was able to find the Party Role characteristic in Opportunity Involved Parties which is a code list of many roles including "Sales Employee".

So what I am doing is joining Opportunity header with Opportunity Involved Parties and make a report out of it.And I am restricting the Party role characteristic to Sales Employee using Fixed Value Selection and is showing party characteristic as Sales Employee.


But the problem is that the opportunities for which no sales employee is maintained,is not displayed in the report,as the restriction gets rid of those opportunities.But those opportunities should also be displayed with an empty Sales Employee column So can anyone please suggest any solution or workaround for this.I am running on a tight deadline.Please help.


Thanks in advance ,

Vishnu

Accepted Solutions (0)

Answers (1)

Answers (1)

former_member190501
Active Contributor
0 Kudos

Hi Vishnu,

Opportunity header contains Main Employee Responsible. Does this field meet your requirement?

Thanks,

Raju

Former Member
0 Kudos

Hi VaraPrasadraju,

Thanks for the response .

But the problem is that both Sales Employee and Main Employee Responsible are different.

Sales Employee is a different role in the Sales Team.

Actually I am already showing Main Employee Responsible in the report.But I need to show Sales Employee as well.

Please let me know if you can think of a solution or workaround for this.

Thanks,

Vishnu

former_member190501
Active Contributor
0 Kudos

Hi,

If that is the case create data source type left outer join to see all Opportunities from Header and in the report filter ( not in selection - in selection don't think you can select Blank values ) restrict for only Role Sales Employee and Blank.

Now ( 1608) filter also saved with Selection.

Thanks,

Raju

Former Member
0 Kudos

Hi VaraPrasadraju,

Actually that will work only if none of the party role is maintained for that opportunity.Only,in that case,we will get a blank value in party role if we do a left outer join.

I will attach the data source that I get after joining Opportunity header with Opportunity Involved Parties, so that you will get a better understanding.

In the above data source,for opportunity with ID 1007, there is no Sales Employee as well as blank value.

Thanks,

Vishnu

former_member190501
Active Contributor
0 Kudos

Hi,

Do you want to see 10007 or don't want to see?

May be I didn't understand your requirement completely. Could you please provide some examples to get clear idea.

Thanks,

Raju

Former Member
0 Kudos

Hi,

Sorry if I didn't sound clear.

I want all the opportunities to be a part of the report even if there is no Sales Employee maintained.

In the above case.for Opportunity ID 1007,I don't have any Sales Employee party role maintained.

So if I restrict the role to Sales Employee and blank values in filter,I won't get to see 1007 in report.

But the requirement here is to have a blank value for Sales Employee Column in those opportunities where no Sales Employee is maintained.

In this case,it should be like below in the report.

Opportunity   Sales Employee

1007                       #

Hope the requirement is clear.

Thanks,

Vishnu

former_member190501
Active Contributor
0 Kudos

Hi,

Got it..

Can you try as follows :

1.Create a Data Source type Left outer Join

2.Create a Restricted Key figure on Counter with character restriction on Party Role = Sales Employee

3.Create a Calculated Key Figure on RKF created in step 2 with logical operator to show either 1 or 0

   ( if RKF >= 1 then 1 else 0)

Use this CKF in the report , do not drilldown result by Party role. 1 means Opportunity with Sales Employee and 0 means Opportunity with out Sales Employee.

  Note : we can't show Yes / No in calculated key figure.

             Should have one more KF ..may be Expected value of the opp ( to show all opps)

If your user agree to see in the form of 1 0r 0.

Thanks,

Raju

Former Member
0 Kudos

Hi Raju,

Thanks Raju . I will try this out.

I have another doubt.In case you are free,can you please take a look into it.

This is the link to the question.

http://scn.sap.com/thread/3938817

Thanks,

Vishnu

former_member190501
Active Contributor
0 Kudos

Hi,

Above link pointing to same thread

Thanks,

Raju

Former Member
0 Kudos

Hi Raju,

If I create the CKF as you told, I will be able to show whether "Sales Employee" is maintained for opportunities by showing either 0 or 1.

But I want to show the name of the Sales Employee if it is maintained. If it is not maintained,I need to show #.

Can you please suggest something.

Thanks,

Vishnu

former_member190501
Active Contributor
0 Kudos

Hi,

I think only option is Excel reporting ( C4C Add-in) using Vlookup.

Thanks,

Raju

chitkaraankit
Discoverer
0 Kudos

Hi,

Does anyone get the solution for this, I am facing the same issue wherein I need to show the Sales Employee name in the report if Sales Employee is present otherwise # or blank.

Thanks in advance