Hello:

I have a BI report relating to Opportunities. I'm using 3 subject areas and one is a custom subject area, a group initiative that allows us to group opportunities together, i.e. "Priority Projects". The OOTB SAs are Sales - CRM Opportunity Note and Sales - CRM Opportunities and Products Real Time.

I am attempting to filter by the group initiative name = "Priority Projects" and want to pull in the last note updated for the opportunity. I referenced this article to get the last updated note (https://community.oracle.com/customerconnect/discussion/comment/488870#Comment_488870) and works BUT only if I have it as the filter in the report.

Sales - CRM Opportunity Note"."Opportunity Note"."Last Update Date" = MAX("Sales - CRM Opportunity Note"."Opportunity Note"."Last Update Date" BY "Opportunity"."Opportunity Number").

When I add group initiative name filter from my custom subject area, I get no results back.

Sales - CRM Opportunity Note"."Opportunity Note"."Last Update Date" = MAX("Sales - CRM Opportunity Note"."Opportunity Note"."Last Update Date" BY "Opportunity"."Opportunity Number") AND Group Initiative Name is equal to / is in  APCO Priority Projects

However, if I keep the custom subject area filter (group initiative name) and remove the max filter to retrieve the last updated note I get results. It's only when I have both filters that I get no results. Either filter works individually just not together. Ultimately, I want to be able to filter by the group initiative name and only pull in the last note for the opportunity that is in that group.

Thanks,

Tonya