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I have created a report that gives the closed opptys of previous years.

When trying to understand, I get a wrong: Summarize by Close Month option, as it shows the last month of 2012 as the close month.

enter image description here

the total number reported, is actually smaller than the one I get, If I report on opptys from the same period: (Previous Fiscal Period)

Fiscal year settings: enter image description here

  • Why does the Summarize shows 2012 opptys?

I took a sample opty. In the oppty page, the close date is: 01/01/2013

enter image description here

In the report it shows: 31/12/2012

enter image description here


To make it even wierder (can it?) - the process I do is: export the opptys (and relevant data out to a new report). In that report, the same oppty has a close date of: 1/1/2013

enter image description here

After the Dataloader -> Insert - the same three rows have different close date

enter image description here

-- I thought it to be a Time zone issue, as the opptys were from Bangladesh, but apparently, I have the same behavior on 2 opptys form the US.

The forecast in our org (for now) is not visible to any user - hidden in the only oppty layout we have) - so I don't think it's that.


Only 1 close date in the filter drop down

enter image description here

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    "All detailed boogins"? Any chances it's a custom report type and some of fields you dropped or are filtering on aren't in fact from Opportunity? Do you use custom fiscal years by any chance? – eyescream Jan 7 '14 at 13:05
  • Don't you use Boogins in your org? ^^ J/K it's a custom object, just typo in the plural name. thanks for that. Fiscal Year is regular (see image) - Is that the thing? closing month? – Saariko Jan 7 '14 at 13:29
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    Weird. If you'll view some of Opportunities from this group of December'12, what close dates do you see? Could it be that these opps had forecasted revenue for example? I have "ending month" in my org as well so I don't think it's that... If the "Close Date" in the timeframe filter is definitely coming from the right object then I'm really puzzled what's going on. – eyescream Jan 7 '14 at 13:46
  • I still suspect a timezone issue. It wouldn't matter where the opportunity is created, it would depend on your time zone offset. – Daniel Hoechst Jan 7 '14 at 14:25
  • @DanielHoechst Yes, but that would not explain the last edit I inserted. check the 3 lines in the excel, and in the reported object. – Saariko Jan 7 '14 at 14:30
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After discussing with Salesforce support, and thinking this might be a bug - as we say in software industry: it's a feature.

The result is posted here: https://help.salesforce.com/apex/HTViewSolution?urlname=When-I-import-using-the-Data-Loader-why-are-my-date-values-changed-1327108298219&language=en_US

  • The easy solution I took was to update the Date field on my CSV file, into the SF native format:

    =TEXT(A2,"yyyy")&"-"&TEXT(A2,"mm")&"-"&TEXT(A2,"dd")&"T12:00:00.000Z"

Once completed the update, the insert was working as intended.

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    Aren't timezones fun? – Mike Chale Jan 8 '14 at 14:33
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    It still doesn't explain how (according to your screenshots) Opps with blank Close Date were put into the group where Close Month is in 2012. Crazy. – eyescream Jan 8 '14 at 14:54

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