Opportunities For Similar Opportunity Products

Question

We have populated the opportunity product object with information concerning the specific customer and product sales that came from each closed/won opportunity by creating an interface from our billing system.
I would now like to create an in context report that would be a link on the opportunity details screen. When selected the link is activated the report would need to pick up the opportunity (no problems here, I know how to do this) and for the selected opportunity look at what customers and products are present in the opportunity product object
For example
customer A has purchased Product X
Now, I want to find all other opportunities that have opportunity products for the same customers and products as the selected opportunity
So this would mean, answering the question, what other opportunities have opportunity products that include customer A purchasing Product X.
Any suggestions on how to do this type of sub-select in analytics ?

Answer 1

You can get an Incontext report under the opportunity that is IS PROMPTED by the Account on the opportunity as you can pass the Account ID from the Opportunity object.
To try and also get the products to be filtered might not be possible in OnDemand as you might not be able to easily pass all the Product IDs to the In Context Reports.
The web applet url & html will be like this
url as
https://secure-ausomxPOD.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fshared%2fCompany_ABCDE_Shared_Folder%2fOpptyInsightsaAccountwithAccountIDasIsPrompted&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%&Options=rfd
where
'POD' is your actual pod
'ABCDE' is your company number
'OpptyInsightsaAccountwithAccountIDasIsPrompted' is your report name with
Account ID column with filter as a IS Prompted. Choose a suitable Subject Area with Account as one dimension and other suitbale dimensions and Metrics.
'&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%' is the critical set of parameters.
Web Applet HTML as
<iframe src='https://secure-ausomxPOD.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fshared%2fCompany_ABCDE_Shared_Folder%2fOpptyInsightsaAccountwithAccountIDasIsPrompted&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%&Options=rfd'width=800 height=300></iframe>