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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