问题描述
我正在尝试创建关于一对多主从关系的报告.我需要获得与许多金融家(细节)相关的机会(大师)的结果.金融家有一个选项列表字段，可以批准或拒绝或有条件地批准.有些机会可以让一位金融家获得批准，而另一些则被拒绝.有些被所有金融家否认.我需要为他们申请的所有金融家拒绝的机会获得结果.当我尝试使用过滤器来显示被拒绝的融资者时，我得到了被拒绝的机会的结果，但其中一些结果得到了另一位融资者的批准.我如何运行逻辑来丢弃至少被一位金融家批准并被所有金融家拒绝的机会?我知道这可以通过在机会上创建新字段或使用 Visualforce 页面创建自定义报告来实现.哪个是更微妙、更可行的解决方案?
I am trying to create a report on one to many Master-Detail relationships. I need to get results on Opportunity(Master) related to the many financiers(Detail). The financiers have a picklist field that can approve or deny or approve conditionally. Some opportunities can have one financier approved and others denied. some have denied by all the financiers. I need to get results for the opportunities that were denied by all the financiers they have applied for. When I tried to use the filter to show denied financiers I am getting results for opportunities that were denied but some of the results were approved by another financer. How do I run a logic to discard the opportunities that were approved by at least one financier and denied by all the financiers? I know that this can be achieved by creating a new field on opportunity or by creating a custom report using a visualforce page. Which is the more subtle and feasible solution?
推荐答案
这是一个 SF 管理问题，而不是编码问题.您可能会在 https://salesforce.stackexchange.com 上获得更好的运气.
This is a SF admin question rather than coding. You might have better luck at https://salesforce.stackexchange.com.
作为经验法则 - 此报告将是您需要此类数据的唯一地方.对于干净"的解决方案，我很想在 Opportunity 上制作最多 3 个汇总汇总字段，例如统计所有金融家"、统计批准"、统计被拒绝".然后您的报告会变得更加简单.
As a rule of thumb - si this report going to be the only place you need this kind of data. For "clean" solution I'd be tempted to make up to 3 rollup summary fields on Opportunity, something like "count all financiers", "count approved", "count rejected". And then your report gets significantly simpler.
但如果是一次性要求或其他原因您无法进行汇总(例如达到汇总字段的限制/不想将它们浪费在一些被认为是微不足道的事情上)，您仍然可以通过报告将其完成.
But if it's one-off requirement or other reason you can't do rollups (for example reaching limit of rollup fields / not wanting to waste them on something considered trivial) you might still be able to pull it off with report.
我需要得到被所有人拒绝的机会的结果他们申请的金融家
我会尝试使用称为交叉过滤器"的东西.尝试帮助文章或者这可能是一个好的开始:https://salesforce.stackexchange.com/a/23697/799
I'd try with something called "cross filter". Try help articles or this might be a good start: https://salesforce.stackexchange.com/a/23697/799
也许是金融家的机会"报告，根据金融家过滤.状态 = 拒绝.加上交叉过滤器，上面写着没有金融家的机会，状态 != 拒绝".
Maybe "Opportunities with Financiers" report, filtered on Financiers.Status = Declined. Plus cross filter saying "Opportunities without Financiers where status != Declined".
或者可能是 2 个交叉过滤器.你必须尝试一下.
Or maybe 2 cross filters. You'll have to experiment a bit.
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