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How to filter by department(Employee Responsible) in dashboard?

Oct 06, 2017 at 01:02 PM


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I built a dashboard of an Opportunity overview.

First I want to see all Opportunities per sales organization, when I choose some sales organization the other reports shall update themselves. It works fine, but when I choose after that a department(Employee Responsible), it happens nothing.

How can I create a connection that the other reports update themselves, especially the report which shows the employees per department, that I can see who has how much Opportunities and is assigned to which department?


Can anybody help me, please?

Kind regards,


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1 Answer

Olga Bittner
Feb 14 at 04:00 PM

Hello Lena,

I assume that in the dashboard wizard, step 5, you were not able to create a connection using the field "Department (Employee Responsible)", is that right?

"Department (Employee Responsible)" is an attribute (Department) from a master data reference (Employee Responsible). Such fields cannot be used for dashboard connections. To resolve this, you would need to create a new data source which joins the data you require in your report with the master data where the attributes you require are taken from.

Let's take one specific example for a better understanding: If you preview the data source "Opportunity Header and Item", you will see that it contains the characteristic "Employee Responsible". If you select this field, it will expand and show more details about the employee, such as Changed on, City, Country etc.

In this case, the field "Employee Responsible" is a direct characteristic of the data source "Opportunity Header and Item". The other fields like Changed on, City etc are coming from the Employee master data, but they are not part of this data source. In a report, they are typically added to the view by going to "Add Fields".

Then how to get all the required fields into one data source? First, check where the master data is coming from. You can do this by opening the data source documentation in the Design Data Source view, and the searching for your characteristic. The column "Master Data - Data Source" shows you which data source is used to retrieve the master data.

In our case, the employee master data comes from the data source "CODHCMEMPB". Now you can join "Opportunity Header and Item" with "CODHCMEMPB". Create a report on it and see if it shows all required data. If you use this report for your dashboard, the fields that are part of the report view will also be available for connections.

Kind regards,


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