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How to add filter in pipeline report

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Hi,

I am trying to add filter in pipeline report in Oracle sales cloud.

Already giving time-frame filter is "current quarter" and "next quarter"

I want to add "ALL" quarter option in the timeframe

What I need to add in Timeframe Prompt and what filter condition in my detail report?

Regards,

MD Hyder

Answers

  • SriniVEERAVALLI
    SriniVEERAVALLI Rank 6 - Analytics Lead

    Looks like your approach is too critical to BI !!

    go for sql expression filter on column Time."Enterprise Quarter"= (case when PresentationVar='Next Qtr' then Next_entrprice_quarter

    when PresentationVar='Curr Qtr' then  Current_entrprice_quarter end)


    just tweak it if not working


  • Muhammad Hyder
    Muhammad Hyder Rank 3 - Community Apprentice

    Hi Srini,

    Thanks for your reply,

    Standard timefram bin prompt available with two option

    1. Current Quarter

    2. Next Quarter

    3. I am trying to add third option i.e "ALL"

    SQL expression:

    '@{SelectedQuarter}{Next Quarter}' = 'Next Quarter' AND

    "Time"."Enterprise Quarter" =  VALUEOF("NEXT_ENTERPRISE_QUARTER")

    or

    '@{SelectedQuarter}' = 'Current Quarter' AND

    "Time"."Enterprise Quarter" =  VALUEOF("CURRENT_ENTERPRISE_QUARTER")

    or

    '@{SelectedQuarter}' = 'ALL' AND

    "Time"."Enterprise Quarter" = ?

    --------------------------------------------------------------------------------------


    I tried some other senarios

    1. I Create a Enterprise Quarter analysis only the column is "Time.Enterprise Quarter" and save it as "Enterprise Quarter"

    2. I am try to call these analysis(Enterprise Quarter) to my above sql expression but i am fail to do it



    Regards,

    Muhammad Hyder


  • Muhammad Hyder
    Muhammad Hyder Rank 3 - Community Apprentice

    Step1 : 1. Create a analysis select only column "Time.Enterprise Quarter"

    2. Save the analyses as "Enterprise Quarter"

    Step2:

    SQL expression:

    '@{SelectedQuarter}{All}' = 'All'

         AND Enterprise Quarter is equal to any Enterprise Quarter in Enterprise Quarter                     /*Becareful while applying the filter

    or '@{SelectedQuarter}' = 'Next Quarter' AND

    "Time"."Enterprise Quarter" =  VALUEOF("NEXT_ENTERPRISE_QUARTER")

    or

    '@{SelectedQuarter}' = 'Current Quarter' AND

    "Time"."Enterprise Quarter" =  VALUEOF("CURRENT_ENTERPRISE_QUARTER")

    Regards,

    Muhammad Hyder