Multi Level Account Hierarchy | Visualizing entire hierarchy
On this blog we talk about reporting on Multi level Hierarchies on CRM Analytics. This use case is perfect if you wish to see all the accounts in your Hierarchy Path. Note that this is applicable for other objects where you may be using Multi level hierarchies.
Using Aggregate Nodes to Roll-up Metrics
Let’s talk about using an Aggregate Node in Data Prep to roll-up different metrics up to a different object.
How to bring all your Contacts (WhoId) tagged in an Activity!
Leveraging Event Relation and Task Relation Objects to bring Contacts into a Dataset via the ‘Who Id’