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Thread: Sales Dashboard - modifying 'List By' values

Tom Twelftree
Posts: 29

Sales Dashboard - modifying 'List By' values Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 27 Oct 08 1:07 AM

Currently a User can choose to list by Account, Account Manager, Account Owner, State/Prov etc. but none of these suit how we operate.

I would like to add another selection to this filter - Opportunity Manager Branch

Is this filter customisable?

Thanks and regards form Down Under

[Reply][Quote]

Colin Bernard
Posts: 9

Re: Sales Dashboard - modifying 'List By' values Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 04 Dec 08 5:40 AM

Hi Tom,

I am trying to unravel this area myself!!

If we take the 'Open Opportunities' tab as an example, the list is built up by an intial call in the Sales Dashboard: Open Opportunities script ...

gobjCS.BuildListByCbo cboListBy, cboListByCodes

this then calls a subroutine called 'BuildListByCbo' in the Dashboard:Content Set Support include script which pulls the list items from the Parameters block of Open Opportunities XML.

If you look in there you will see a number of parameters with 'IsListBy="T"'

These make up the items in the list so by adding in a new block similar but with your fields changed, you would get the new item added to the list.

You will also need to set up the correct join. If you look at the 'Account' parameter for example you can see a 'Joins' item where JID is identified as J1. This links this item (Account Name) to join J1 in the 'Joins' block of the same XML where Joins JID = "J1" defines the join as OPPORTUNITY.ACCOUNTID to ACCOUNT.ACCOUNTID so linking the opportunity to the account for that 'List By' item.

You would need to generate a new join block for your new selection.

Hope this helps!

[Reply][Quote]

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