I can't seem to select the name of the Organization in an Opportunity Report.

Well, there might be an easier way to do it but this works:

Main table : Opportunity Query
one of your cells in main table datarow is then converted into a box - place a second table into this box and set second table's datasource to KeyPath Filter : Set filter to Data Row/Opportunity/Roles

Now in 2nd table's datarow, you can select Data Row/Role/Organization/Name (or any other Org info you need)

HTH!
-E

Eric -
I'm not sure how you get one of the cells in the main table datarow to convert into a box. I tried just dragging a box to that area but that doesn't seem to work. Any other hints.
Thanks

Hi Karen,

I'm going through similar struggles. What really helped was stopping to drag and drop items and simply to use the "insert" command from the grey area bellow the menu bar.

Adding a box is pretty straight forward once you've selected the "text area" in which you want to include you new field. (Using the "parts" view on the left side helps"

Once the Box is created, use insert again to add a Table. By then using insert once more you can add fields by selecting "Table Columns". I enjoy the warning that this can only be done if a data path has been selected.

My issues are more on the formatting side. While I'm happy to get the info from the right field, I only wish I could get rid of the field headers...

Hope this helps
Sylvain

Karen-

You can drag a box (and then a table into the box) into a table cell, but the easier way is to select the table cell you want (in the first table's data row) and then under the Convert menu at the top, select "To Box". Then, drag in the second table etc.

Sylvain-

I think the easiest way to do what you want is to select the Table (not the Header Row or Data Row) and then uncheck Has Header Row under the table attributes. I recommend doing this first thing before adding anything to the data row btw- you can do it after but you will experience either redraw issues or crashing from my experience.

Also, I have found it useful to temporarily widen the main table's datarow while working on nested tables - once you make sure all your data is coming in correctly, then format.

And finally, stay in Outline view as much as possible, only use Parts view when adding a new element. Trying to negotiate the elements in Parts view is simply painful. In outline view you can quickly select a table, a data row, etc etc.

HTH!
-E

When I select the second table and go to KeyPath Filter I only get Report and Table and not Data Row.

Also can you explain the difference in a list and a report.

Thanks

Are you positive that the second table is within the first table's datarow? Maybe check the hierarchy in outline view..

As far as the difference between a List and a Report, I imagine someone from MC should answer, but as far as I know, they are the same thing. A List/Report pulls data values out of records for multiple objects that meet a common criteria (ie, All Opportunites whose Status is Open), whereas a Page Layout reflects data based on a currently selected object (A specific selected Opportunities' details). But again, that is just my understanding.

The difference between a list and a report is that a list works on the user's selection. It does not know what data to get from the database - the user must tell it.

A report on the other hand, fetches data from the database itself - using a Visual Query Filter a Script Filter or an SQL Filter.

Each Table can fetch it's own data.

Hope that clarifies it for you.