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Author's profile photo Pooja Bhalla

How to Create Report to Report Navigation

SAP Hybris C4C Analytics provide an awesome feature with the help of which one can navigate from one report to the other. E.g. While Analyzing Forecast by Employee, manager wants to looks at last year’s Win/Loss Analysis for that employee to review how good his employee’s Forecast has been.

Scenario Example:

This is how end-user would work with report:

Analyze Forecast Revenue – By Employee Report

Now click on one bar and analyze Win/Loss Details of that Employee

By doing this I can go to Win/loss report filtered by this employee and look at his Win/Loss details for last year

Similarly, you can click on a Month in a chart to look at details of all opportunity that total up for that month.

Setup

Following are the steps required to setup RRN:

  • Start from Target
  • Select view
  • Add Source
  • Map fields

Below are the details of each step:

  1. Create Source and target reports and views. Please note you can navigate from one view of a report to another view of same report.
  2. Start from Target Report and click on Create Navigation3. Give a navigation name and select Target report View. This will be the view which will open on navigation4. Now add a source report and define mapping5. You have following options to define mapping

Target Characteristics <– Source Report Characteristics

Target Character <– Source Report Variable

Target Variable <– Source Report Character

 

Target Variable <– Source Report Variable

 

Below are the details of each scenario

You must define the mapping depending on your business scenario. It is important to know that if you are mapping from Source Characteristic then that characteristics should be available in the source view.

 

Once the RRN is defined it will be visible under Source Report

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      9 Comments
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      Author's profile photo Former Member
      Former Member

      Hi Pooja,

      Thanks for sharing this wonderful blog.

      Regards

      Navin

       

      Author's profile photo Trang Nguyen
      Trang Nguyen

      Hi Pooja,

      Thanks for the blog. I have one question, we have 2000 accounts customers in more than 100 countries all around the world. How can I create number of countries as Key figure.

      Best regards,

      Trang

      Author's profile photo Vinita Sinha
      Vinita Sinha

      Hi Trang,

      Are you looking at the number of Accounts in each country? If yes, that should already be possible by arranging the Accounts by the country(first column), using the Key figure Counter and showing the Results Row for the characteristic Account... 

      Regards

      Vinita

      Author's profile photo Trang Nguyen
      Trang Nguyen

      Thank Vinita!

       

      Best regards,

      Trang

      Author's profile photo Bharath Raj
      Bharath Raj

      Hi Pooja,

      Excellent blog!!!

      Could you please guide how to create report to document navigation.

      Regards,
      Bharathraj

      Author's profile photo Pooja Bhalla
      Pooja Bhalla
      Blog Post Author

      Hi Bharath,

       

      You cannot create custom report to document navigation.

       

      Regards

      Pooja

       

      Author's profile photo Rishikesh Sah
      Rishikesh Sah

      Dear Pooja,

      Thank you for the blog.

      I have a question, We are using Opportunity-survey answers data source - CODOPPTHSVYAWB   for report. the issue we are facing is due to addition of survey questions & Answers, the key-figures are getting duplicated/repeated, we have checked and did not find any option to remove duplication to multiple fields.

      Please advice if there is a way to resolve this issue.

       

      Thanks in advance for help.

      Rishikesh Sah

      Author's profile photo Pooja Bhalla
      Pooja Bhalla
      Blog Post Author

      Hi,

      How have you created the Data Source? Can you prove the use-case details and details of the joined DS that you created for this scenario?

      Regards

      Pooja

      Author's profile photo Rishikesh Sah
      Rishikesh Sah

      Hi Pooja,

       

      sorry for delay in response...

      We have used standard DS - CODOPPTHSVYAWB provided by SAP to build report on it.

       

      our client has a survey which is performed through opportunity. and out of the survey they only want few questions to show on the report along with other opportunity details like

      Customer Type
      Status
      Reason for Status
      Sales Phase
      Owner
      Close Date
      Expected Value
      Negotiated Value

      report shows that the key-figures are showing multiple time due to addition of survey questions.

      Kindly advice if we an achieve this by any way.

       

      Thanks in advance for help...

      Regards

      Rishikesh Sah