Im building out a pretty complex joined report and I am running into a roadblock when I am trying to put in a third block with an object that does not seem to have any common fields with the other objects. Current objects/blocks I have on the report: Order w/ Order Products (Principle block1) Order Products w/ Usage Summaries (block2)
Order Products w/ Price Tiers (block3, one not working bc no common fields) How can I create a relationship with price tiers so it can relate to the others? Order products has a lookup to orders
Usage Summary has a lookup to order products
Price tiers currently has a lookup to order products, that i created for the report, with the order product field on the report type layout and then when I try to add the block it says theres no common fields for it. Price Tiers(detail) has a master-detail relationship to price schedule(master) in our CPQ model and order products had the lookup to price schedule, not sure if that makes a huge difference. Is there any relationship here I can create with Price Tiers to get a common field with the report types? That object has all the data we need. Thank you!
I wonder if you created two custom report types if you could get this to work:
- Orders with Order Products with Price Tiers
- Orders with Order. Products with Usage Summaries
This should allow you to create a joined report with 2 blocks, one drilling down on price tiers with the other looking at usage summaries. Since they both originate from the Order object you should be able to use common fields.
The only downside is this will show orders and orders products that have either a price tier or a usage summary. Unfortunately, if you're trying to only see records that have both a price and usage summary, this report won't do that.
