Context:

• I've been asked to create a report that has certain details that cannot be provided in the regular Salesfroce report formats.
• My current report is using Opportunities with Packages & Schedules
• I need to be able to see Package schedules as well as details of the opportunity without having redundant information repeating itself on every row (will explain further later)
• Here is what the current report looks like with the option to "hide details"

The problem:

• The left side of the schedule only has two columns
• When I click show "details this" happens

This is what the left side of the schedule look like:

This is what the right side of the schedule look like:

• The way the data is currently displayed is just not consumable. As you can see, the report schedule has quantities and revenue. The problem is that every different date is presented at a separate row even though it's the same Package for the same opportunity. The other problem is that bcause it's the same opp, you will notice that the right side shows redundant information all over the report. A report like this is now useless as you have to sift through a lot of fat to get to the info that you need,

Proposed Solution (Ask):
How can I get all the different schedule dates for the same opp to be displayed in one row where I can also show the Opportunity details on the right side?

Bonus Problem:

• When hiding the details I still get a subtotal under every opportunity. I understand how this is important when dealing with multiple packages for one Opp, but in our case, we only deal with one package per opp leaving the subtotal section to be redundant. How can I remove that row and only have the sum at the bottom of the report?

Thank you.

Mohammad



 

Hi All,
Does anyone know if a standard Controller or Extention exists for pulling the revenue schedule list, and can be used in a VF page?
The ultimate goal is to have the product revenue schedule reflected on the opportunity layout page. Any other solution will be appreciated too!

Thanks!

Hey all,

I have a VF page that has a pageBlockTable section that iterates over all the OpportunityLineItemSchedules for a given OpportunityLineItem.  I would figure that this would sort by the ScheduleDate, but that isn't happening.

 

I was just wondering what controls the sorting for a pageBlockTable section?

 

I got this from the VF developer's guide, but not sure what it means by "current view".  Can anyone enlighten me?

When you are using a standard list controller, the returned records sort on the frst column of data, as defned by the current view, even if that column is not rendered.When you use an extension or custom list controller, you can control the sort method.

 

Here's my very simple code:

 

<apex:pageBlock title="Schedule">
<apex:pageBlockTable value="{!OpportunityLineItem.OpportunityLineItemSchedules}" var="sch" rows="100">
<apex:column value="{!sch.ScheduleDate}"/>
<apex:column value="{!sch.Revenue}"/>
<apex:column value="{!sch.Description}"/>
</apex:pageBlockTable>
</apex:pageBlock>

 

 Oh, and in addition, the out of the box related list *does* show the sort order that I'm looking for.

 

Hi All,
Does anyone know if a standard Controller or Extention exists for pulling the revenue schedule list, and can be used in a VF page?
The ultimate goal is to have the product revenue schedule reflected on the opportunity layout page. Any other solution will be appreciated too!

Thanks!