5

I am using Person Accounts and have 2 custom objects: Ownership and Property.

The Ownership is a junction object and has 2 lookups: Account and Property.

I'd like to run a report with a filter, that gives me unique Accounts where House.Type = 'Maisonette'.

However when I run a report, I may get multiple Accounts because someone owns more than one Property which is a Maisonette.

Any help please?

  • Do you just want counts or to eliminate the duplicates all together? – Mike Chale Jun 19 '13 at 11:09
  • Is it possible to do both? (in seperate reports at least?) – cyorkston Jun 19 '13 at 13:54
  • You can't remove the duplicates in the report; the report builder doesn't do distinct so I'd recommend Excel. For counting, see salesforce.stackexchange.com/questions/8476/… – Mike Chale Jun 19 '13 at 13:58
3

If I understand correctly, in SOQL you'd express your requirement more or less like that?

SELECT Id, Name
FROM Account
WHERE Id IN (SELECT Account__c FROM Ownership__c WHERE Property__r.Type__c = 'Maisonette')

It's perfectly doable with a cross filter.

Let's say I want to see Accounts that have at least 1 Contact with title = Director:

enter image description here

Here's how it looks on the "run report" page (note the icon)

enter image description here

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1

You can't do this in the report builder; it is simply not that powerful. It would be possible query this data using a sub-query in Apex Code (e.g. if you wanted to use Visualforce), by post-processing the data in Excel, or by using a third-party reporting tool that supports this functionality; a list of the latter can be found on the AppExchange.

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  • 1
    I respectfully disagree :) – eyescream Jan 7 '14 at 22:16
  • 1
    @eyescream And I learnt something new. That'll teach me not to read the release notes each release. – sfdcfox Jan 7 '14 at 22:34
-1

We have been using Excel and Access to handle this. They don't allow me to do the cool programming stuff here. :'(

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