Binding Account Master Data with Opportunity

[kacper1]

Dear All,

I have a requirement in C4C Sales Cloud: I have to make a report with the list of Opportunites (opportunity ID, account id, value etc.) where in each opportunity latitude and longitude of the account will be also attached. I was trying with binding two data sources (account master data and opportunity header and positions) but without success.

Can you please give me some advise ?

Best regards,

Kacper

[mjveerhuis1 · Accepted solution]

Hi,

In the threat an idea exchange how you can set up a map view of a report so that you can see a geographical spread of information (customers, opportunities, activities) - based on Country/Region.

https://answers.sap.com/questions/13239906/c4c-how-to-set-up-a-report-so-that-the-geo-map-cha.html?c...

This might not be exactly what you are looking for, but gives you an idea on what is possible in C4C Analytics.

When you are using SAP Analytic Cloud solution e.g. you have to be sure you set up a working report based on your defined (joined) data source in C4C. That is your starting point.

MJ

[kacper1 · Accepted solution]

Hi mjveerhuis ,

thank you very much for your professional help ! I really appreciate ! I have managed to design report with directions given from you.

Best wishes,

Kacper

[mjveerhuis1]

Hi Kacper,

Although it is not clear from your question what your exact end goal is with this report and what is not is going wrong with your current set up, I would make an inner join between the data source Opportunity Header (CODOPPH) and Account Master Data (CODCUSTOMER) that includes longitude and latitude.

I would slim down this data source up to the fields that are really necessary for your report. The two data sources will be linked via Account ID (and also Sales Organization ID). When creating a report based on this data source I would for sure include the sales organisation as a selection criteria.

Kr.

MJ

[kacper1]

Hi Marie,

first of all I would like to thank you for your feedback.

I will clarify my case:

My requirement is to generate OData query which will give a list of opportunities for the customer (Opportunity ID, Opportunity Text etc.) together with its address details (which will also include latitude and longitude). I want to have latitude and longitude on each opportunity object. Here below is my result which I made - I have combined two data sources: Account Master Data and Opportunity Header and Item. As you can see, on each opportunity the values on the latitude and longitude are "0.00000". The values are only visible on the first part of the OData query (marked yellow) here on customer id 1000010. I want to populate coordinates in each opportunity.

Best wishes,

Kacper

[mjveerhuis1]

Hi,

I just set up a standard report. The coordinates are taken from the account attached to the opportunity

What is your exact end-goal with the report?

MJ

[kacper1]

We are integrating Cloud For Customer solution with external system which presents opportunites on graphical layers combined with address data of the customer involved in the opportunity.

So it means that I should proceed with your solution proposal and then I should see the right results ?

Regards,

Kacper