Adding a new filter to Sage SalesLogix Advanced Analytics

[#1]

Example is adding in Account.Userfield1

• Tools drop down menu – Information Designer – Elements tab - SalesLogix – Model – Data Table – Account
• Right click on Account and select New Column
• Data Sources tab – SalesLogix_Eval – sysdba – Account
• On right hand side of screen select Add
  • Click on the Account field you want to add to Sage SalesLogix Advanced Analytics (SSAA)
  • Save
    • Your will be prompted to enter in an Alias for the Column.  This is the default caption you will see for the column in SSAA
    • Save
• Go back to Elements tab – SalesLogix  - Information Links – Sales Module – select module (e.g.. Opportunity) – Right click and Edit
  • Select the column element you want to add
    • SalesLogix – Model – Data Tables – Account – click on element (e.g.. Userfield1)
  • On upper right hand panel select Add button
    • You will see Userfield1 added to the list of Information Links
  • Optional – Select the “SQL…” button on the lower right hand panel.   If this works your new field should work in SSAA.
• File – Save As – Library Item
• You will need to refresh screen in order to see new filter