I had a BAQ, in one quote, we had three names. So now, BAQ would show three rows. Is there any way that I can merge three rows in one column?
For example.
Table1
QuoteNum name
123 aaa
123 bbb
123 ccc
The ideal target is
Table1
QuoteNum Name
123 aaa,bbb,ccc
Thanks,
Sincerely,
By “three names”, I assume you are talking about three contact records that are all on the same quote. I don’t think you could do this in a BAQ or Dashboard, those are fairly limited.
If people want to see the contacts, I’d recommend you do a dashboard that has your main query with the quote and all it’s information, and then a 2nd query on another tab that you’re connecting via PUBLISH and SUBSCRIBE. So, they click on quote 1 in the main tab, and the three names show up in the subscribed tab. Click on a different quote, and your contacts tab changes to its quotes. The downside is you can’t see all the contacts for all the quotes at once in the format you want.
If it were absolutely critical that you see all the names in one field in a dashboard, the way I would do that is to create a UD field on the quote header for the concatenated names. You’d do a one-time data load to get the data for existing quotes in the field, then have a BPM that updates this field whenever a contact is added/modified/deleted. Then, this field would simply be a part of your query. This BPM would not be that hard to do - but I don’t know if I’d recommend doing it for a report unless this was critical to your operations.
Another way to accomplish this would be via a report versus a dashboard. You could probably get fairly fancy with grouping on your report and accumulating the contacts to display in one field.
Hope that helps.
Kevin Simon
SimsTrak Consulting, LLC
Thank you Kevin, I am thinking make it UD field.