Ability to Group by a Logical Column across multiple dimensions
My use case is I want to build a card based on 3 Dimensions,
2- Solution Play (tagged to the Opportunity)
3-Logical grouping (Engagement Stages).
|Engagement Stages (Grouping)||Logic|
|Consideration (C)||If an Opty exist in Stage 0, Stage 1, Stage 2|
|Negotiation (N)||If an Opty exist in Stage 3, Stage 4|
|Vendor Selection (VS)||If an Opty exist in Stage 5|
|Closed Won (CW)||If an Opty exist in Stage 6 and contract booked|
I would want a report like,
|Target Account||Sol Play1||Sol Play2||Sol Play3||Sol Play4|
|Bank of America||C,N||C,CW||VS||VS,CW|
Bank of America has an Opty In Stage 1/Stage 2 (consideration -C)across Sol Play1, Sol Play2.
Bank of America has an Opty In Stage 3/Stage 4 (Negotiation-N) across Sol Play1
Bank of America has an Opty In Stage 5 (Vendor Selection -VS)across Sol Play3.
Bank of America has an Opty In Stage 6 (Closed Won-CW)across Sol Play2 and Sol Play4.
The grain of the data is at Opty Level(Opportunity ID).
I'm wondering how to build my card.
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