Incorrect Results When Aggregating Percentages
(Doc ID 2675571.1)
Last updated on MARCH 23, 2021
Applies to:Oracle CRM On Demand - Version 031CS to 031CS [Release 31]
Information in this document applies to any platform.
The problem is due to the customer trying to use a non-metric column as a metric. Dimension fields aren’t configured to be aggregated.
So, don’t expect proper aggregation on those fields (Dimension fields).
Now let's explain the above.
In the simple report "Prueba sencilla" the filed Margen (%) is a metric field due to the formula
("Revenue Metrics"."Opportunity Revenue" - "- Revenue Custom Metrics"."S_CUR_1") / "Revenue Metrics"."Opportunity Revenue"
that has metrics fields in it, therefore there was no problem when this field Margen (%) has been used in a pivot table and it has provided the expected result.
In the combined report (more complex) "Oportunidades Previsiones " the "MB%Of" field is NOT a metric field because of the formula used for it:
CASE WHEN "Opportunity"."Probability %" = '0' THEN 0 ELSE (("- Custom Currency (Opty)"."CUR_6" - "- Custom Currency (Opty)"."CUR_1") / "- Custom Currency (Opty)"."CUR_6") END
that does NOT have metrics fields in it but it has dimension fields, therefore it does not produce the expected behave.
You can differentiate metric fields from non-metric fields as the metric fields have a yellow rule as an icon while non-metric fields have a grey column icon.
For example, in the combined report "Oportunidades Previsiones " the fields Ud. Estimadas, Importe Estimado, MB Estimado are metric fields (their formula uses metric fields) while MB%Of is a non metric field.
If you will correct the formula for the "MB%Of" field from report "Oportunidades Previsiones " to be a metric field then will be able to use it the same way as used Margen (%) field in report "Prueba sencilla"
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