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Overview
In this section we will build a dashboard which displays Salesforce Opportunity information based on the Account that is filtered by the user.
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Source code
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<h1 class="auto-cursor-target">Step 1:</h1>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="f9d0d294-3ffd-407e-9dda-bf2283155360" ac:name="chart" ac:schema-version="1">
<ac:parameter ac:name="3D">true</ac:parameter>
<ac:parameter ac:name="dataDisplay">before</ac:parameter>
<ac:parameter ac:name="columns">Opportunity Name,Amount</ac:parameter>
<ac:parameter ac:name="title">Opportunities</ac:parameter>
<ac:parameter ac:name="type">bar</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="951b1212-20ae-4dcb-8fad-d5c4be2aefbe" ac:name="report-table" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="9966164b-728e-40d8-9027-09435f3b8da6" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Name,AccountId,Account.Name,Amount,Probability,CloseDate from Opportunity ORDER BY Account.Name, CloseDate</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="2eb3ed3a-d2db-41fa-a7e3-1c60f3668d2b" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="2c42ce6f-1321-496b-8632-23414b3bf840" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Account Name</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="5c1c0260-46cb-4092-9fcb-321ca6870346" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="9e9545e4-e978-4f72-8d9a-40b31f6502d1" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Opportunity Name</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="2986e84d-356f-451e-994d-4fec5ed6007b" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="1fe46d1b-169d-4880-913e-a99a10ad281e" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Amount</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="340e514a-3cc0-4de5-8e54-7a34105e769d" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">$#,##0.00</ac:parameter>
<ac:parameter ac:name="">sf:Amount</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="3d919993-4d2a-4067-8104-d23f19464ce9" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="summaryFormat">#</ac:parameter>
<ac:parameter ac:name="title">Probability</ac:parameter>
<ac:parameter ac:name="class">ProbabilityColumn</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="aaa5b89e-58c7-4e1c-8c99-223e2936d5a7" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">#</ac:parameter>
<ac:parameter ac:name="">sf:Probability</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="571b8ce4-7595-4b38-baaa-c5709d5a95e2" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Closed Date</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="9626c1a6-df34-47d5-9b25-2d92c1282b9c" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">MM-dd-yyyy</ac:parameter>
<ac:parameter ac:name="">sf:CloseDate</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="a84bcce9-263b-44a2-9af4-2945b617bf98" ac:name="report-empty" ac:schema-version="1">
<ac:rich-text-body>
<p>No records found</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<h1 class="auto-cursor-target">Step 2:</h1>
<ac:structured-macro ac:macro-id="6d3aebf6-8662-4af6-800f-d6f4bdc7fed4" ac:name="deck" ac:schema-version="1">
<ac:parameter ac:name="id">OpportunitySummary</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="d12991f8-73d1-4e53-8a2a-ff3287a2f617" ac:name="card" ac:schema-version="1">
<ac:parameter ac:name="label">Opportunities Won</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="d92e9b77-fa94-449c-88de-545653d6c701" ac:name="report-table" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="c4bb6e91-d235-487c-9a3e-f88d5b8b68d8" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Account.name,id,name, amount, owner.name, closeDate from Opportunity Where IsWon = true</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="404d2453-b12e-4133-a4cb-e8ef811fc279" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="88f12b6d-daf4-41c5-b2ed-1bf5f0975790" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Name</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="21d7b661-6bfb-4572-a733-8e0ced07f42c" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">OppName</ac:parameter>
<ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="c5662929-4abd-457b-8d2b-0e5aee333bd9" ac:name="report-link" ac:schema-version="1">
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:parameter ac:name="">variable:OppName</ac:parameter>
<ac:rich-text-body>
<p>%sf:Name%</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="c37d2f68-bff6-46d7-953c-d536f404df84" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Amount</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="6a11a18c-8334-4635-af25-881c4007b89e" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">$#,##0.00</ac:parameter>
<ac:parameter ac:name="">sf:Amount</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="4bd3df1d-ff5c-4462-8ab9-9191a9daa680" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Owner Name</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="05274c3e-b0d9-4adb-9b03-e32b64ae1aaf" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Owner.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="fb578f88-c3d5-410c-8170-ff37e72104e7" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Close Date</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="45f27861-8cb0-451e-b8f7-326cf50766d9" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:CloseDate</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="285afd3f-d1c0-4f0c-b663-d2f041fc44b2" ac:name="card" ac:schema-version="1">
<ac:parameter ac:name="label">Opportunities Lost or Not Yet Won</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="ab97e4cd-8511-4a8d-b1e1-194a4d017665" ac:name="report-table" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="f2fa377f-f75e-4b45-9d77-9709f720d73f" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Account.name,id,name, amount, owner.name, stageName from Opportunity Where IsWon = false</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="68db1544-5b6c-446a-bc51-e48da1fb0017" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
<ac:structured-macro ac:macro-id="71dfeb22-1aa9-482f-80ce-286a9a4f4be1" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Name</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="6061d78f-251f-4366-a683-a66c949992d1" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">OppName</ac:parameter>
<ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="41955b9a-0a86-4ae2-88f9-9537ad7ad6d2" ac:name="report-link" ac:schema-version="1">
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:parameter ac:name="">variable:OppName</ac:parameter>
<ac:rich-text-body>
<p>%sf:Name%</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="43d66ddb-a4b7-4448-8993-13672f791f3c" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Amount</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="c3f275fe-40ba-465f-81e1-ebfaec31d967" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">$#,##0.00</ac:parameter>
<ac:parameter ac:name="">sf:Amount</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="5098e23d-330d-4b8c-834f-c604c8a2ae45" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Owner Name</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="8f0d608d-6c8e-46ff-9119-8ad4d1aa4a66" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Owner.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="ed38cf47-50d5-4cdd-9873-945be88ed755" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Stage Name</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="69f121e8-878a-445b-916f-784af84cd2c8" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:StageName</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="9c4231f0-bda5-4de8-a538-9e23883bc708" ac:name="card" ac:schema-version="1">
<ac:parameter ac:name="label">Overall Opportunities</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="9c3c85f9-35c7-4b72-a6fa-1644658b9f9a" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">TotalOpportunity</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="7716f559-32db-427f-a16e-1b7ab0519b00" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select name from Opportunity</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="9fa915b5-1812-4345-bbd5-e00cb124eaca" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="7b89afc4-d8a7-409f-9244-01d024769ec8" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">WonOpportunity</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="b3b9376e-4773-4532-82df-ab3ea1cbba6e" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select name,Account.name from Opportunity Where IsWon = true</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="2ea60381-83b5-4edd-9446-d773afe1bf1f" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="e671f501-dca9-49a7-b77c-2a3f539f758f" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">LostOpportunity</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="d50ec979-ec38-40da-bec2-9bdbc5c0247c" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select name,Account.name from Opportunity Where IsWon = false</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="70edf11e-6f40-4dac-a4f1-ac4e65e608d3" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<table class="relative-table wrapped" style="width: 42.0455%;">
<colgroup>
<col style="width: 33.8491%;"/>
<col style="width: 66.1509%;"/>
</colgroup>
<tbody>
<tr>
<th>Won Opportunities</th>
<td>
<div class="content-wrapper">
<p>
<br/>
</p>
</div>
<ac:structured-macro ac:macro-id="72963728-1557-400b-aa26-202f735e1a1b" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">variable:WonOpportunity > size</ac:parameter>
</ac:structured-macro>
</td>
</tr>
<tr>
<th>Lost Opportunities</th>
<td>
<div class="content-wrapper">
<p>
<ac:structured-macro ac:macro-id="52b4266f-d202-447c-8a6f-353ef88bd75f" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">variable:LostOpportunity > size</ac:parameter>
</ac:structured-macro>
</p>
</div>
</td>
</tr>
<tr>
<th>Total Opportunities</th>
<td>
<div class="content-wrapper">
<p>
<ac:structured-macro ac:macro-id="fef72eec-8db0-4908-a93d-3e417f517449" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">variable:TotalOpportunity > size</ac:parameter>
</ac:structured-macro>
</p>
</div>
</td>
</tr>
</tbody>
</table>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p class="auto-cursor-target">
<br/>
</p>
<p class="auto-cursor-target">
<br/>
</p>
|
|
Steps
Part 1
...
- adding a chart
We'll start by creating a Chart macro that will display Salesforce Opportunity data.
Add a Chart macro.
Set
...
the Type parameter to "bar", dataDisplay
...
parameter to "before", and Columns parameter to "Opportunity Name" and "Amount" respectively.
Then within the Chart macro, create a Report Table
...
macro.
Set its Injected parameter to "True".
Within the Report Table macro, add a SOQL Reporter macro.
Set its Query parameter to "Select Name,AccountId,Account.Name,Amount,Probability,CloseDate from Opportunity ORDER BY Account.Name, CloseDate".
Within the SOQL Reporter macro, add a Text Filter macro.
Set its Key parameter to "sf:Account.Name"
...
and Contains Value
...
parameter to "%data:AccountName>1%" respectively.
Back within the Report Table macro, add 5 Report Column.
Set
...
their Titles
...
to "Account Name", "Opportunity Name", "Amount", "Probability",
...
and "Closed Date" respectively.
In the "Account Name" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:Account.Name".
In the "
...
Opportunity Name" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:Name".
In the "Amount" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Amount".
In the "Probability" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Probability".
In the "Closed Date" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:ClosedDate".
Back within Report Table macro, add a Report Empty
...
macro.
Write "No records found".
Part 2
...
- Summary dashboard
In this section we'll create a dashboard to show a summarized view of Salesforce Opportunities, based on the filter that we created in Part 1.
Add a Deck of Cards macro
Set its id parameter to "OpportunitySummary".
Within the Deck of Cards macro, add
...
three Card
...
macros.
Set their Labels to "Opportunities Won", "Opportunities Lost or Not Yet Won", and "Overall Opportunities".
Inside the "Opportunities Won" Card
...
macro, do as follows:
Add a Report Table
...
macro and set its Injected parameter to "True".
Within the Report Table, add a SOQL Reporter macro.
Set its Query parameter to "Select Account.name,id,name, amount, owner.name, closeDate from Opportunity Where IsWon = true".
Within the SOQL Reporter macro, add a Text Filter macro and set its Key parameter to "sf:Account.Name"
...
and Contains Value
...
parameter to "%data:AccountName>1%" respectively.
Back within the Report Table macro, Add four Report Column macros.
Set
...
their Titles
...
to "Name", "Amount", "Owner Name"
...
and "Closed Date" respectively.
In the "Name" Report Column
...
macro, add a Report Variable macro.
Set its Name parameter to "OppName" and set its Value parameter to "<YourSalesforceURL>%sf:Id%".
Back within the Report Column macro, add a Report Link macro.
Set
...
its Key parameter to "variable:OppName" and write "%sf:Name%" .
In the "Amount" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:Amount".
In the "Owner Name" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:Owner.Name".
In the "Closed Date" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:Closed Date".
Inside the "Opportunities Won" Card
...
macro, do as follows:
Add a Report Table
...
macro.
Set its Injected parameter to "True".
Within the Report Table macro, add a SOQL Reporter macro.
Set its Query parameter to "
...
Select Account.name,id,name, amount,
...
owner.name, closeDate from Opportunity Where IsWon = true".
Within the SOQL Reporter macro, add a Text Filter macro
Set its Key parameter to "sf:Account.Name"
...
and Contains Value
...
parameter to "%data:AccountName>1%" respectively.
Back within the Report Table macro, add 4 Report Column macros.
Set
...
their Titles
...
to "Name","Amount","Owner Name" and "Closed Date" respectively.
In the "Name" Report Column macro, add a Report Variable macro.
Set its Name parameter to "OppName" and the Value parameter to "<YourSalesforceURL>%sf:Id%".
Back within the Report Column macro, add a Report Link macro.
Set
...
its Key parameter to "variable:OppName" and write "%sf:Name%" .
In the "Amount" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Amount".
In the "Owner Name" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Owner.Name".
In the "Closed Date" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Closed Date".
Inside the "Opportunities Lost or Not Yet Won " Card
...
macro, do as follows:
Add a Report Table
...
macro.
Set its Injected parameter to "True".
Within the Report Table, add a SOQL Reporter macro.
Set its Query parameter to "Select Account.name,id,name, amount, owner.name, stageName from Opportunity Where IsWon = false".
Within the SOQL Reporter macro, add a Text Filter macro.
Set its Key parameter to "sf:Account.Name"
...
and Contains Value
...
parameter to "%data:AccountName>1%" respectively.
Back within the Report Table macro, add 4 Report Column macros and Set
...
their Titles
...
to "Name","Amount","Owner Name" and "Stage Name" respectively.
In the "Name" Report Column
...
macro, add a Report Variable macro.
Set its Name parameter to "OppName" and the Value parameter to "<YourSalesforceURL>%sf:Id%".
Back within the Report Column macro, add a Report Link macro.
Set
...
its Key parameter to "variable:OppName" and write "%sf:Name%" .
In the "Amount" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:Amount".
In the "Owner Name" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:Owner.Name".
In the "Stage Name" Report Column
...
macro, add a Report Info macro.
Set the Key parameter to "sf:StageName".
Inside the "Overall Opportunities " Card
...
macro, do as follows:
Add three Report Variable macros and set its Name parameters to "TotalOpportunity","WonOpportunity" and "LostOpportunity" respectively.
In the "TotalOpportunity" Report Variable
...
macro, add a SOQL Reporter macro.
Set its Query parameter to "Select name from Opportunity".
Within the SOQL Reporter macro, add a Text Filter macro.
Set its Key parameter to "sf:Account.Name"
...
and Contains Value
...
parameter to "%data:AccountName>1%" respectively.
In the "WonOpportunity" Report Variable
...
macro, add a SOQL Reporter macro and set its Query parameter to "Select name,Account.
...
name from Opportunity Where IsWon = true".
Within the SOQL Reporter macro, add a Text Filter macro.
Set its Key parameter to "sf:Account.Name"
...
and Contains Value
...
parameter to "%data:AccountName>1%" respectively.
In the "LostOpportunity" Report Variable
...
macro, add a SOQL Reporter macro.
Set its Query parameter to "Select name,Account.
...
name from Opportunity Where IsWon = false".
Within the SOQL Reporter macro, add a Text Filter macro.
Set its Key parameter to "sf:Account.Name"
...
and Contains Value
...
parameter to "%data:AccountName>1%" respectively.
Back within the "Overall Opportunities " Card
...
macro, add a 3x2 table.
In the first column of each cell, write "WonOpportunity","LostOpportunity" and "TotalOpportunity" respectively.
In the second column, add 3 Report Info macros for each row.
Set their Key parameters to "variable:WonOpportunity > size" ,"variable:LostOpportunity > size" and "variable:TotalOpportunity > size" respectively.
Macro structure
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| title | Click here for the macro structure... |
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| title | NEXT: Combining all the components into one |
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| type | standard |
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| url | Part 5 - Combining all the components into one |
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