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Journeyman
Posted
Any resources or manuals on how it works?

I want to group opportunities by Owner (Creator), or any other possible attribute.

Not sort, but group. Let's say first we have Lost Opportunities and their Total, then Open Opportunities, etc.

Andy
 
Posts: 73 | Registered: July 17, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
I would really like to know the answer to this question as well.
 
Posts: 1 | Registered: October 01, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
Posted Hide Post
This is possible but the interface for the Group By leaves much to be desired (and I made it!).

Anyways - once you've specified the data source on the group by (same way as you do a table), you set the Keypath to:
assignedTo

and the Index KeyPath to:
assignedTo.contact.cachedName

Sort uses the Index KeyPath - in the example above, it will be the user's fullname

The result kind would be:
Opportunity

You would then put a table in the group by (in the 'group by strip' in actuality).

So you are getting a list of opportunities, it is then breaking it down into smaller lists based on 'owner' (assignedTo) and then each of those small lists are displayed in a table.

You can look at the Project Pipeline Load print layout to see the Group By in action.

We definately have to improve the inspector for this element.
 
Posts: 933 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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Where do you go to figure out what the Index KeyPath is for a particular KeyPath?
 
Posts: 5 | Location: NC - High Point | Greensboro | Burlington | Registered: July 29, 2006Reply With QuoteEdit or Delete MessageReport This Post
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