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Matt_Stone2
Matt_Stone2
New Participant
April 25, 2018
Solved

RCE - custom measures based on custom fields

  • April 25, 2018
  • 2 replies
  • 6105 views

I'm poking around in RCE and am trying to create a custom measure to use in an opportunity analysis field. Essentially, I want to recreate the Opportunity Amount measure, but using a custom synced field (we don't use the native Amount field in SFDC opportunities). However, when I click "Create Calculated Measure" the only fields visible are standard fields or existing measures. Is it not possible to create a custom measure based on a custom field?

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Best answer by Jessica_Kao3

Hey @Matt Stone​,

I know exactly what you are trying to do.  You have to call support and tell them that you want to remap the default opportunity amount field in RCE to a custom field.  Not everyone in support will understand what you are talking about.  Devyn has done this for me out of Portland support center.  It is possible. You might run into 1st line support folks that say its not.  It is.  The caveat to that is you have to force RCE to recognize the update so you have to make an update to all records in SFDC, like adding a period to a field in SFDC  that syncs to marketo.  I'll be at Summit so reach out if you need more help. 

2 replies

Jessica_Kao3
Jessica_Kao3Accepted solution
New Participant
April 27, 2018

Hey @Matt Stone​,

I know exactly what you are trying to do.  You have to call support and tell them that you want to remap the default opportunity amount field in RCE to a custom field.  Not everyone in support will understand what you are talking about.  Devyn has done this for me out of Portland support center.  It is possible. You might run into 1st line support folks that say its not.  It is.  The caveat to that is you have to force RCE to recognize the update so you have to make an update to all records in SFDC, like adding a period to a field in SFDC  that syncs to marketo.  I'll be at Summit so reach out if you need more help. 

Matt_Stone2
Matt_Stone2Author
New Participant
April 27, 2018

Thanks! I have a ticket open with them, so I'll see if I can push them in the right direction based on your info.

Grégoire_Miche2
Grégoire_Miche2
New Participant
April 25, 2018

Hi Matt,

Once the field has been created in Marketo, you need to go to admin-> Revenue Cycle Analytics and hit the "custom field sync" tab on the top of the screen. There, you will be able to sync your new field with RCE datamart. It will take 24 hours after this to show up in RCE.

-Greg

Matt_Stone2
Matt_Stone2Author
New Participant
April 25, 2018

Hey @Grégoire Michel, I got the field to sync properly, it's how I'm trying to use the field that's the problem. I want to effectively create a new "Opportunity Amount" measure, but with this custom field instead. But when I get into the "Create Calculated Measure" screen, I see this:

So there's no way to incorporate this new field and I'm left only being able to use my custom field as a row or column, but not the actual dataset (measure) of the report. Does that make sense?

Grégoire_Miche2
Grégoire_Miche2
New Participant
April 26, 2018

Hi Matt,

Have you synchronized the field as a metric or as a dimension ?

-Greg

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