I just wanted to see if there was a way to give the user access to adjust the aggregate by hour/day/week/month/year. I know it is possible in the Analysis but I would like to allow the end user that ability so I can just have one Sales Visual that the user can aggregate rather than having a sales by Day/ Sales by Month/ Sales by Year.
Let me know if this is possible.
Thank you,
Casey
Choose a visual, in the fields well you can add either an hierarchy or add field like the screenshot.
Then you can drill down on dashboards too.
Related
I'm the QuickBase Admin for my QuickBase app. In the app, there's a dashboard report that's used by individuals with viewer access; that way, they can see their students' data, but can't edit the app, tables, structures, etc.
My app's users want to be able to edit one field with notes on that row's data (each row is a student's data, so they'd want to use that field to add notes on that individual), but viewers don't have editing/data entry access tn any column. Is there a way for users to have editing/data entry access to one field, but not the others?
I know with Tableau and other BI software, this isn't possible, but I wanted to ask since my users asked.
Thank you for reading.
Sure you can.
Actually there are more ways to implement this needs.
My opinion better if you create a new table and make a relationship between the student data and a (new) Notes table and you will be able to setup edit rights eg by record owner.
An other way, you can allow the edit right for your users and you can make a restriction on field level. In this case you have to go through on each field and at the Advanced section you will find Permission - Restrict access by role.
Hopefully you do not have a lot of fields :)
So the reporting system in Salesforce is a bit restricting. It seems there is no editor for an xml or other markup language to create reports in; apart from formulas you're stuck in the website drag and drop ui.
There seems to be 3 types of reports in Salesforce Tabular, Summary and Matrix. The first kind is kind of useless for more advanced reports, since it doesn't support forumulas (if both fields are in the same table you can work around this with calculated fields). However with all 3 I've found it difficult to impossible to make a report with basic details and summarized figures.
An example:
I've added a custom field "company size" to the Account table/object. This tracks the approximate number of employees working at the customers company (ever taken one of those surveys that asked you for a range of how many employees worked in your organization). I then have a custom table/object for sales, listing the account, the date and the volume ($).
I would think it would be a simple to create spreadsheet style report with each row listing an account, which state it was based in, how many employees they had, followed by their total sales and sales/employee (a formula of volume/employees).
But the grouping and summarization options don't seem to work that way. Grouping in both the Summary and Matrix report types seems to want to treat each grouped field as a seperate level, so with the 3 fields related to the account I get 3 cascading fields in a stair like arrangement, instead of being able to put them on one row.
It gets worse with the summarization - no matter what I and other colleague have tried the summarization doesn't seem to work. If an account has 50 sales we end up with 50 rows, even if we click the little arrow beside the column, click summarize and check Sum.
From an SQL perspective this report seems like something you would teach students in the first week, yet its really not obvious how translate this into something Salesforce can understand. A lot of the web ui is not discoverable (dragging fields provides no feedback as to why it can't be dropped in a particular place, some options are hidden unless you hover the mouse over the right place) so I would not be surprised if I've missed a crucial step.
So, is there an option to make this work (particularly getting sales to be totaled as a single cell for each account, not 2 or 5 or 50), maybe a distict checkbox lurking behind an innocent blank area?
Given the lack of calculated fields in the report, you need to create the formula at the object level. If it's not useful in the detail page, don't include it in the page layout. It will still be available in reporting.
The summarization/grouping options work as in SQL, but you can only group by one field at a time.
However, the result view in "show details" mode is not like a simple SQL query - more like using windowing functions where the result output can contain both groupings with aggregations at those levels, and the detail rows that fed into that grouping.
In "hide details" mode, the detail rows are not shown, and so only grouping levels and the aggregates are shown.
So, it looks like you can either:
group by state, then account, sum your employees, sum sales, and then a Custom Summary formula of sum:sales/sum:employees
or
create a formula field on account to do sales/employees
tabular report with fields of: account, state, employees, sales, your new field.
Also, if you want an XML editor, you can edit the XML for reports (as with many other parts of salesforce setup) via the metadata API and the force.com plugin for eclipse. But it's mainly for tweaking reports, or version control, or mass-actions, as there is no preview/run operations, it's mostly a metadata management system.
In the Magento admin, when you click "Orders", all orders are displayed based on date. This includes completed orders, canceled orders, etc. We have specific statuses (Processing, Pending Shipment) and we'd like for only orders in those two statuses to show by default.
If we need to see canceled orders, for example, we can use the search, select Canceled and bring them up that way. Restricting what shows by default would help us streamline our order processing steps by limiting our view to only those orders we need to deal with.
Where should I be looking to make this change? It feels like it should be a simple programmatic change, but I'm not certain which files to look in.
Any insights would be much appreciated.
Thanks.
A key part of my current project is users having the ability to see what other users live near to them. What is the best way to implement this?
I would just ask for country, state and city but because this will be international I can't have a fixed drop down list of states/administrative regions for each country, so if users spell the name of their state differently this will hinder my ability to detect that users live in the same state.
Say for example we have an the Swiss canton "St. Gallen". Some user will spell that as "Saint Gallen", others as "St Gallen" and so on. Which is obviously problematic.
Could I just ask for the zip code and use that? I've found some zipcode tools online but I'm suspecting they don't work very well. Has anyone used them?
Thanks for your asnwers.
Shouldn't you base your query on geographical data rather than administration one? I mean instead of comparing cities/zip codes just find people within, let's say, 5 km from current user location. And if you let every user to choose his/her location on the map, this will be as simple as choosing it from a series of drop-down lists or entering a ZIP code. Also there is an emerging geolocation HTML feature.
Querying such an information is different story thou. You'll probably gonna have to use GIS capabilities of your database: MySQL, PostgreSQL, Oracle and others.
We are using Microsoft CRM 4.0 to run a consulting business. Its working pretty well but we want to simplify the way we are doing some things. What we want to do is create an Order (salesorder) with multiple Order Products (salesorderdetal). So good so far.
Next I want to be able associate each Order Product (salesorderdetail) with a Service Activity (serviceappointment), this representing that this billable line item in the order is actually going to be fulfilled as a consuting engagement.
The problem is, I can't seem to be able to create an association between the Order Product (salesorderdetail) and Service Activiy (serviceappointment). It simply doesn't appear in the drop downlist.
Can anyone think of a reason for this? I've seen some posts about relating field mapping between Quote Product, Order Product, Opportunity Product and Invoice Product, but that isn't quite what I am after.
Any suggestions gratefully received - even if it is an explaination of why its not possible.
I created a simple 1:N mapping from Case to Invoice. The Case records its ID and Title in custom fields in the Invoice. Unfortunately this does not allow for product creation as children of the Invoice, so that should be created as a custom code workflow.