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Merge Lead Creation Date & Opportunity Creation Date

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edited Mar 7, 2024 7:29AM in Reporting and Analytics for HCM 1 comment

Summary:

We are having a scenario to populate total no of Leads & Opportunity created on Monthly basis. For FY2024, On monthly basis Jan'24, Feb'24 , Mar'24 etc . . It should populate Lead Count and Opportunity count in OTBI. Where as we could able to view either Lead count or Opportunity count only but not both. Since Creation date field is different for both the objects.

Content (please ensure you mask any confidential information):

Lead Reference script :

CASE  

  WHEN MONTH("Lead"."Lead Creation Date")= 1 THEN '01-Jan' 

  WHEN MONTH("Lead"."Lead Creation Date")= 2 THEN '02-Feb' 

  WHEN MONTH("Lead"."Lead Creation Date")= 3 THEN '03-Mar' 

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