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'Opportunity Owner Role' not available as Dashboard Filter Field

Julkaisupäivä: Oct 13, 2022
Kuvaus
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.  

 
Ratkaisu
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.
Knowledge-artikkelin numero

000387751

 
Ladataan
Salesforce Help | Article