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'Opportunity Owner Role' not available as Dashboard Filter Field

Fecha de publicación: Oct 13, 2022
Descripción
When adding a filter to a dashboard with components that use a combination of Standard and Custom Opportunity Report Types, the Opportunity Owner Role (or equivalent fields) does not show up as a filter option for the dashboard.  

 
Solución
The Opportunity Owner Role in the standard report type is looking for the field Role Name as displayed on reports.  The Owner Role field that may have been added in via Opportunity Custom Report Types through look up are using the standard Role Name field. These are 2 different fields, and not viewed as equivalent fields.  This is the reason why the Opportunity Owner Role does not show up as an option to filter the dashboard.

The equivalent Role Name as displayed on reports field in the custom report type is called Description. To add the Description field to the Custom Report Type, the look up click path would be Opportunities Owner > Role > Description. By adding that field, the opportunity owner role should now appear as an option in the dashboard filter.

For reference on equivalent fields, please visit the article here.
Número del artículo de conocimiento

000387751

 
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Salesforce Help | Article