Post date: 15-Mar-2013 03:08:48
To add email column to send email directly from a dashboard report.
Supposed the dashboard report displayed the Employee name and their corresponding revenue. Now you want to be able to send an email to an employee directly from the report.
Basically, click on the Email column, it should open Outlook (or the default Email client) with the address field populated with the employee’s email id.
First create a simple analysis: Employee name, Revenue measure, Email column.
Now Edit the Email column formula and enter the following:
CONCAT(“Sales Person”.”E1 Sales Rep Name”, ‘@company.com’)
This will concatenate the Employee name with the text “@company.com”
In the Email Column Property, go to Data Format tab and select Mail-To-address in the drop down list for the Treat Text As selection.
The analysis should look like this:
When an employee email is clicked on Email column, it should open up an Outlook window with the address of the corresponding employee in the To field.
