Loading
Ongoing maintenance for Salesforce HelpRead More
Set Up Trade Promotion Management
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Fund Report

          Fund Report

          You can use this JSON structure for configuring a Fund report.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

          Example
          Example
          {
          "datasources": [
          {
          "name": "AccountMonthlyMeasures"
          },
          {
          "name": "RTRSalesforceMonthlyMeasures"
          }
          ],
          "attributes": {
          "productdimension": [
          {
          "name": "category"
          },
          {
          "name": "brand"
          }
          ],
          "timedimension": [
          {
          "name": "Total"
          }
          ],
          "kpidimension": [
          {
          "name": "Plan",
          "type": "filter",
          "measures": [
          {
          "name": "FTDR",
          "label": "Fixed RDF"
          },
          {
          "name": "APEffectiveBase",
          "label": "Planned Base"
          },
          {
          "name": "RTRPlanIncrVolume",
          "label": "Planned Incr. Volume"
          },
          {
          "name": "RTRAPPlanTotalVolume",
          "label": "Planned Total Volume"
          },
          {
          "name": "APLETotalVolumeResult",
          "label": "LE Total Volume"
          },
          {
          "name": "APActualizedTotalVolume",
          "label": "Actual Total Volume"
          }
          ]
          }
          ]
          },
          "filters": [
          {
          "label": "Period",
          "source": "PeriodYear",
          "name": "periodyear",
          "type": "singleselect"
          },
          {
          "type": "singleselect",
          "name": "accountsfids",
          "label": "Accounts",
          "source": "PlanAccounts"
          },
          {
          "type": "multiselect",
          "label": "Categories",
          "level": "category",
          "required": true,
          "name": "productsfids",
          "source": "Products"
          },
          {
          "type": "singleselect",
          "label": "Product Level",
          "name": "productlevel",
          "source": "ProductDimension"
          }
          ],
          "uimapping": {
          "FlatList": {
          "rowdims": [
          "productdimension",
          "timedimension"
          ],
          "coldims": [
          "kpidimension"
          ],
          "grouping": {
          "rows": [
          [
          "category",
          "brand"
          ]
          ],
          "cols": [
          []
          ]
          },
          "layout": {
          "configuration": [
          {
          "rowtypefilter": [
          0,
          1,
          2,
          3
          ],
          "columns": [
          {
          "label": [
          "Product"
          ],
          "values": [
          "productdimension.category",
          "productdimension.brand",
          "productdimension.promofamily",
          "productdimension.id"
          ],
          "format": [
          "string",
          "string",
          "string",
          "string"
          ],
          "style": {
          "width": "250px"
          },
          "mode": "hierarchy",
          "fixed": true,
          "coltype": "attribute"
          },
          {
          "format": [
          "number"
          ],
          "style": {
          "width": "150px"
          },
          "mode": "value",
          "fixed": false,
          "coltype": "value"
          }
          ]
          }
          ],
          "colstyles": {
          "product": {
          "width": "200px"
          },
          "time": {
          "width": "200px"
          },
          "kpi": {
          "width": "200px"
          }
          },
          "rowstyles": {}
          }
          }
          }
          }
           
          Loading
          Salesforce Help | Article