Allow Reports as Filter sources for a DataSet
Use the resulting records from a tabular report as the source for a dataset. Reports are already created for sales goals, call plans, etc. Using these as a dataset would make it easier to focus on the most important customers as "pre-defined" via reports.
-
Seth commented
https://www.salesforce.com/analytics-playground/ #3 explore your own data. Same thought here but Geopointe on the other end, not Analytics Cloud. That would be awesome.
-
Anonymous commented
Is there any feedback on this. Now that SFDC have released report API. This would be very powerful.
-
Jerry commented
second this..
-
Couldn't agree more. Unfortunately, Salesforce does not provide (supported) ways for accessing report data. Although it's not supported by Salesforce, we can look into this further. We do have experience making this happen in other work we've done and will see if/how we can bring it into Geopointe.
I like the idea of utilizing reports because then the business users in an organization can work in an area they are already familiar with to define fields/filters.