Hi,
Firstly; not sure if this belongs in "Reporting & Bi" or "Sales", but I'm guessing "Reporting & Bi" as this relates to dashboards and charts.
I have a small query where I need someones help.
We have Parent Goals setup with the Goal Owner = "Management" team and the Manager = "Bob" (these parent goals calculate child goals only). The Child Goals are setup with the Goal Owner = individual salesperson and the Manager = "Jack". The exception to this last rule is the Child Goal where the Goal Owner = "Jack" and the Manager = "Bob". This is because the sales manager (Jack) also enters sales, and we want to report on them separately.
The easy part was to set up the views to filter the data by salesperson, e.g.
<filter type="and"><condition attribute="ownerid" operator="eq-userid" /></filter>
This will allow the salespeople to see their targets and goals.
The issues/requests are;
- How do I modify the criteria so when someone in the Management team is looking at the charts, they can see all the parent goal values?
- How do I modify the chart so Jack can view his records (as a salesperson) or the teams records (he is currently in the Management team and will later be added to the Sales Mgr team)?
- Salespeople are not currently in a team, but this will be changing in the near future, and the team will be called "Salesperson"
Below is an example FetchXML file for one of the reports.
Thanks in advance Kim.
<visualization>
<visualizationid></visualizationid>
<name>Sales Pipeline by Line</name>
<primaryentitytypecode>opportunity</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="opportunity">
<attribute name="estimatedclosedate" groupby="true" alias="EstimatedCloseDate" dategrouping="month" />
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer" >
<attribute name="estimatedvalue" aggregate="sum" alias="MyEstimatedValue" />
<attribute name="aml_weightedrevenue" aggregate="sum" alias="MyForecastValue" />
<filter type="and">
<condition attribute="ownerid" operator="eq-userid" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer" >
<attribute name="estimatedvalue" aggregate="sum" alias="NotMyEstimatedValue" />
<attribute name="aml_weightedrevenue" aggregate="sum" alias="NotMyForecastValue" />
<filter type="and">
<condition attribute="ownerid" operator="ne-userid" />
</filter>
</link-entity>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="EstimatedCloseDate">
<measurecollection><measure alias="MyEstimatedValue" /></measurecollection>
<measurecollection><measure alias="MyForecastValue" /></measurecollection>
<measurecollection><measure alias="NotMyForecastValue" /></measurecollection>
</category>
</categorycollection>
</datadefinition>
</datadescription>
<presentationdescription>
<Chart Palette="None" PaletteCustomColors="91,151,213; 237,125,49; 160, 187, 214; 255,192,0; 68,114,196; 112,173,71; 37,94,145; 158,72,14; 117,55,125; 153,115,0; 38,68,120; 67,104,43; 124,175,221; 241,151,90; 186,144,192; 255,205,51; 105,142,208; 140,193,104; 50,125,194; 210,96,18; 150,83,159; 204,154,0; 51,90,161; 90,138,57;">
<Series>
<Series LegendText="My Opportunity" ChartType="StackedColumn" IsValueShownAsLabel="False" IsVisibleInLegend="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40" />
<Series LegendText="My Forecast" MarkerBorderWidth="0" MarkerBorderColor="142,116,178" ChartType="Point" MarkerStyle="triangle" MarkerColor="0,0,0" MarkerSize="8" IsValueShownAsLabel="True" IsVisibleInLegend="False" LabelFormat = "#,;-#,;0 K" />
<Series LegendText="All Forecasts" ChartType="StackedColumn" IsValueShownAsLabel="False" IsVisibleInLegend="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40" />
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Format = "#,;-#,;0 K" Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalOffsetType="Months" Interval="1" >
<MajorTickMark LineColor="165, 172, 181" />
<MajorGrid LineColor="Transparent" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59" />
</Titles>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>