How to merge two columns into one to create universal user filter on dashboard?
Hello,
In Zoho CRM, our Leads and Deals modules are separate (as is normal). In the Leads module there is a field called "Lead Owner", and in the Deals module there is a field called "Deal Owner". For our company, the lead owner and deal owner for the same account will always be the same person (the person who works to convert the lead will be the same person working to close the deal).
In Zoho Analytics, this presents a problem for dashboards containing data from both the Leads and Deals modules. If I want to add a user filter and filter by Lead/Deal owner, I have to add two separate filters, one from the "Lead Owner" field in Leads module and one from the "Deal Owner" field in Deals module.
I would like to combine the Lead owner and Deal owner into one Owner column, so that whenever a salesperson's name is selected from the user filter the dashboard will reflect all of their Leads and Deals. Is this possible? I imagine I would need to use a Query table and include all lead and deal records, then use a concatenate function or something like that to combine Lead Owner and Deal Owner into one column?
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