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kevin Carothers Opportunities with lookup to Opportunity Products
Hi everyone,
I have a requirement to build a report that has summary buckets of the Opportunity Product description field, and the opportunity detail needs to be shown underneath that bucket. An example would be;
Monetization 111
...all these opportunities
Content 55
...all these opportunities
Delivery 443
...all these opportunities
Security 22
...all these opportunities
Enablement 52
...all these opportunities
Where "Monetization", "Content", "Delivery", etc. are all buckets from a formula field on the opportunity product based on the product description.
Can this be done? at first glance it seems like it's not, because I keep thinking there needs to be a lookup from the opportunity to the opportunity product, but that's obviously impossible - but maybe I'm not looking at it the right way.
I have a requirement to build a report that has summary buckets of the Opportunity Product description field, and the opportunity detail needs to be shown underneath that bucket. An example would be;
Monetization 111
...all these opportunities
Content 55
...all these opportunities
Delivery 443
...all these opportunities
Security 22
...all these opportunities
Enablement 52
...all these opportunities
Where "Monetization", "Content", "Delivery", etc. are all buckets from a formula field on the opportunity product based on the product description.
Can this be done? at first glance it seems like it's not, because I keep thinking there needs to be a lookup from the opportunity to the opportunity product, but that's obviously impossible - but maybe I'm not looking at it the right way.
Ramu (Salesforce Developers) Can you please send the screenshot of the current report that you were able to create so that I can suggest if there is any opportunity to accomplish what you are looing for.,
kevin CarothersThanks Ramu - I think I got it now. But thanks again for the reply :-)