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The Past Revenue thermometer example (in the Acsum.rod [Account Summary] report) uses a total of past revenue for opportunities for the current account as its data value. The components and logic for deriving this data value are described here.
The components for loading the opportunity record array are in the rptCollectOpportunitiesAndThreats report section, near the beginning of secMain, as shown in Figure 26.
This report section loads two global arrays (attached as variables to the top-level report design object), PastOpportunityArray and PipelineOpportunityArray. These both hold opportunity records for the current account, but meet different criteria. The former of these is used later in the report logic to derive the data value for the thermometer of interest (the latter is used for another thermometer, thermoPipeline).
The processing logic for the report section is in the Start and Fetch methods for the filter component, ftrCollectOpportunities. The Start method empties the two arrays. The Fetch method sorts records from the opportunity datastream that match specified criteria into the two arrays. Records for PastOpportunityArray are those that have a Rep% (percentage) of 100; those for PipelineOpportunityArray have a Rep% lower than 100 and a close date later than the date the report is run.
The components and logic for determining the past revenue for the current account, based on the opportunity records stored in memory, are in the rptPastRevenueThermometer report section in the dashboard parallel section (parDashboard). This report section and its child components are illustrated in Figure 27.
The components in Figure 27 are as follows:
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