Horizon group desk blotter calendar11/8/2023 ![]() To know more about creating aliases, refer to the Configure Aliases section. Rename the chart labels in your reports using the Configure Aliases option.To know more about Pivot reports, refer to the Pivot section. This toggle is only displayed if there are two or more fields under the Group By section. Activate Pivot reports by turning on the toggle.Change the Field Display Name by providing a new name in the textbox. The Field Display Name is the label that appears on your report.You can click the Settings/Gear icon next to the field label, to perform the following operations: If a field is not added to the Group By section, you can only view the data in a table. A field will have to be considered Groupable by Salesforce and in MDA in order to use it in the Group By section. A maximum of 10 fields can be added to Group By. To slice and dice or segment the data in a report, add a field to Group By. For example, GSID (child field) in Company ID (parent field) is displayed as Company GSID. It helps users to differentiate between child fields with similar names from unique ID lookup fields.Īdditionally, If both the child field and parent field names include the term ID, the parent's field name is modified by removing the term ID and it is added as a prefix to the child field's name. When dragged to the Show Me section in Report Builder, the child fields of an ID lookup field take the name of their parent fields as a prefix. To access the toggle switch, users can navigate to Reports > Settings > General Settings. The Enable Named Fields Additions toggle switch must be ON for the ID lookup fields to display their name fields. It helps users to easily identify individuals by their names. The ID lookup field in an object displays the name field assigned to it in Data Management. To further extend your search on lookup objects, ensure that you expand the lookup object before you make a search. When users type in the Field name, the search functionality fetches the fields from the base object. ![]() ![]() Here, the objects Activity Timeline and Company are joined via the GS Company Id field which looks up to Company. For instance, in order to build a report on the Activity Timeline object to contain the ARR of the company, click + on GS Company Id and select the ARR. A lookup relationship is used to combine the fields from multiple objects based on a common field.
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