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Automatical filtering a BI Report to the current Account selected

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edited Mar 18, 2019 2:41PM in Reporting & Analytics for Sales 9 comments

Summary

Automatical filtering a BI Report to the current Account selected

Content

Hi Community, 

i need your help please on a BI-Reporting subject within Sales Cloud R13-18C.

Here is the scenario: i created a report based on Accounts and their opportunities, which are showing basically 2 axes (X= Opportunity Status which may be Lost, Won or Open), then Y= Expected revenue, which is the expected volume by Opportunity)

The report will be embedded as Mqshup content link within a sub-Tab in the Accounts (means within an account, you have several sub-Tabs, like contacts, opportunities, relationships etc...and i added another sub-tab called analysis, which will open this BI report.

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