Hi,
I have a standard report where queries are Month, Revenue and Assignee. I need to add a new column called Team Lead where Team Lead is not part of the query from Universe. As an example, Cynthia and Jane belongs to Mark's team. Where can I set Cynthia and Jane as part of Mark's team?
Second question, if Mark leaves the company in April, I have Joe placing Mark. Is there a date-specific setting for that?
Month | Revenue | Assignee | Team Lead (new column) |
Jan-2013 | 1,230.00 | Cynthia | Mark |
Jan-2013 | 2,301.00 | Chuck | Mary |
Jan-2013 | 3,829.00 | Jane | Mark |
Jan-2013 | 4,892.00 | Cynthia | Mark |
Jan-2013 | 18,493.00 | Joe | Mary |
Jan-2013 | 103.00 | Cynthia | Mark |
Feb-2013 | 20,912.00 | John | Peter |
Feb-2013 | 23,092.00 | Jane | Mark |
Feb-2013 | 482.00 | Chuck | Mary |
Feb-2013 | 18,392.00 | Cynthia | Mark |
Feb-2013 | 391.00 | Jane | Mark |
Feb-2013 | 3,018.00 | Joe | Mary |
Feb-2013 | 2,948.00 | John | Peter |
Mar-2013 | 18,943.00 | John | Peter |
Mar-2013 | 108,942.00 | Cynthia | Mark |
Mar-2013 | 2,983.00 | John | Peter |
Mar-2013 | 4,893.00 | Chuck | Mary |
Mar-2013 | 1,093.00 | Cynthia | Mark |
Apr-2013 | 2,094.00 | Jane | Joe |
Apr-2013 | 1,092.00 | Cynthia | Joe |