Level 3 Sprint 2 Employee Details into G3 Sales Reps

DominickG
Occasional Contributor

Level 3 Sprint 2 Employee Details into G3 Sales Reps

Hey Team,

 

I have encountered some issue(s) with importing the datahub saved view employee details module into the G3 Sales Rep list in the Sales planning model. After a completing the import, the results (per the attachment) are not the employee names but numbers. 

 

Could you advise on how best to quell this issue and proceed? 

Issue.PNG

1 ACCEPTED SOLUTION

Accepted Solutions
JaredDolich
Moderator

@DominickG 

Your super close. Two things I noticed.

  • First is that your SYS07 has subsidiary views (applies to and calendar for the line item does not match the applies to and calendar for the module). Those should be fixed first.
  • Secondly, turn on the display name for your numbered list. this will activate the numbered list to display the name. Screenshot example below from Level 1 Model.

JaredDolich_0-1639346314927.png

 


Jared Dolich

View solution in original post

4 REPLIES 4
JaredDolich
Moderator

@DominickG 

Great question. Looks like you can add a "display name" to your reps list which is a numbered list. Once you change that, your numbers will convert to the display name.


Jared Dolich
DominickG
Occasional Contributor

@JaredDolich 

 

Thanks for the input Jared, but when I used that list as a dimension in a module, the numbers are displayed and not the users' display name. (Per attachment). I've been troubleshooting this issue for the last couple of days with  no avail. 

 

Not sure if it's something simple I'm overlooking or something else. Thoughts?

 

Issue1.PNG

Issue2.PNG

  

JaredDolich
Moderator

@DominickG 

Your super close. Two things I noticed.

  • First is that your SYS07 has subsidiary views (applies to and calendar for the line item does not match the applies to and calendar for the module). Those should be fixed first.
  • Secondly, turn on the display name for your numbered list. this will activate the numbered list to display the name. Screenshot example below from Level 1 Model.

JaredDolich_0-1639346314927.png

 


Jared Dolich
DominickG
Occasional Contributor

@JaredDolich 

 

I was able to remedy the issue. 

Thanks for the help!