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Adding a new filter to Sage SalesLogix Advanced Analytics

by ajappel on ‎10-03-2011 11:43 AM

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

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