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C4C Opportunity Product Report

Feb 09, 2017 at 10:56 PM

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Can someone explain why in the Opportunity Product Report the Expected Revenue and Total Revenue values show under Product Category ID as #, Not assigned. It is important for us to review opportunity revenue by product category. Below is a screen shot of the report.

Thank you,

Gina Cowart

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3 Answers

Nikhil Betigeri
Feb 14, 2017 at 11:17 PM
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If there are opportunities with different currencies, you may see this issue.

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Prasanth Sarma Aryasomayajula
Feb 15, 2017 at 09:14 AM
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Please refer to the section Combined Data Sources to understand more better as in why is this shown as #

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Dear Prasanth,

Still this is not a proper way for the representation of Opportunity Pipeline by Product .

How we can give our customers a proper report showing the Pipeline break down by their Products? Something like the report Sales by Product Category (Top 10) - Current Year but with Sales By Products instead of Product Categories!

KR,

A.

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Trivedhi Devavarapu
Jun 16, 2017 at 06:08 AM
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Hi Gina Cowart,

The standard data source "Opportunity Header and Item" itself is a combined data source. So, this is expected behavior. However, you can try creating your own custom join data source by using Opportunity Header and Opportunity Item data sources as join members. You can try creating a report on it as per your requirement. This does not use the union concept of combined data source. Hence the extra line will be eliminated.

You can refer to this case document while creating "2366796 - Best Practices for Modelling Data Sources and Reports - Performance".

Regards,

Trivedhi

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