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:
- Create Source and target reports and views. Please note you can navigate from one view of a report to another view of same report.
- Start from Target Report and click on Create Navigation
3. Give a navigation name and select Target report View. This will be the view which will open on navigation
4. Now add a source report and define mapping
5. 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
Hi Pooja,
Thanks for sharing this wonderful blog.
Regards
Navin
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
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
Thank Vinita!
Best regards,
Trang
Hi Pooja,
Excellent blog!!!
Could you please guide how to create report to document navigation.
Regards,
Bharathraj
Hi Bharath,
You cannot create custom report to document navigation.
Regards
Pooja
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
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
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
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