ListData

ListData measures are added to provide comma delimited lists of Many-to-One relationships for each record. 

For example if an Opportunity has more then one Industry, the IndustryFullList can be used in Opportunity or Pursuit data grids to expose all of the Industries that apply to each Opportunity or Pursuit.  Both Filtered and Full Lists are added to support different user experiences.

  • FilteredList is appropriate when you only want to provide comma delimited lists for multi-selected items in a slicer.
  • ListData can be treated as a calculated column (or Field) for the entity it describes.
  • Since each list concatenates values group by unique EntityID (either OpportunityID or PursuitID), it is important to include the unique EntityID column (OpportunityID, PursuitID, or EntityID) in the report to ensure its accuracy.
  • ListData prefixed with Opportunity are only relevant for Opportunities. Others can be used for both Opportunities and Pursuits.

 

IndustryFilteredList IndustryFullList
OpportunityCompetitorFilteredList OpportunityCompetitorFullList
OpportunityJurisdictionFilteredList OpportunityJurisdictionFullList
OtherPersonnelFilteredList OtherPersonnelFullList
OthersInvolvedFilteredList OthersInvolvedFullList
PracticeGroupFilteredList PracticeGroupFullList
PrimaryContactFilteredList PrimaryContactFullList
WorkTypeFilteredList WorkTypeFullList

 

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