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In an custom Oject, that is filled with external market development data I got a picklist field "Month" (Picklist: 1,2,3,4...12) and a picklist field "Year" (picklist: 1990, 1991, 1992... 2020). Each record represents a value for a certain calendar Month. How is it possible to get Salesforce to know that "Year = 2001" and "Month = 5" in one record the period "May 1st 2001 till May 31st 2001" represents. I Need to have Reports and Dashboards showing the market development?

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You can follow below steps to create a new Date type formula field

  1. Go to Setup -> Create -> Object
  2. Click on Create new Field
  3. Select Formula from list.
  4. Type Formula Name and Select Date and return type
  5. Type Following in your formula

    DATEVALUE(text( Year__c) & '-' & text(Month__c) & '-' & '01')
    

Reference guide to Date formula

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  • Error: Field Year__c is a picklist field. Picklist fields are only supported in certain functions. Tell me more – Hans Nov 19 '15 at 21:32
  • put all picklist value inside TEXT(Year__c) formula. – Himanshu Nov 19 '15 at 21:33
  • What field typ would work? Text, Number, ...? – Hans Nov 19 '15 at 21:33
  • make return type as Date – Himanshu Nov 19 '15 at 21:33
  • Now I get: Error: Incorrect parameter type for operator '-'. Expected Number, Date, DateTime, received Text – Hans Nov 19 '15 at 21:35
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Finally the formula that is working well is:

"DATEVALUE( Year__c & "-" & Month__c & "-" & "01" )"

The field typ of MONTH and YEAR are both (text). The transfering from a picklist value did not work, evan that the Syntax check was positiv.

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