I created the following formula in a report but the owner full name is always empty, so the result value is always 2 instead of 1.
Here is an example of the code:
IF(FULL_NAME=='Mark Anderson',1,2)
Not sure what I'm doing wrong.
Thanks
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Were you able to save it ? the syntax is wrong. – Json Jul 4 '19 at 19:30
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@Json Yes I was able to save it. Why the syntax is wrong? – phamnuw08 Jul 4 '19 at 19:40
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Summary Formula supports only numeric fields, you can't reference text fields. – Json Jul 4 '19 at 19:48
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Can you post a screenshot of the formula within the report? pls make sure to include the report type. – Json Jul 5 '19 at 8:32
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It is a matrix report grouped by Opportunity Owner, but as you mentioned it is not working because is not possible to reference text fields like FULL_NAME=='Mark Anderson' in summary formulas. – phamnuw08 Jul 5 '19 at 13:57
This can't be achieved with summary formulas on reports.
I wasn't able to find a source that states what summary formula can't support, only what it can:
Regardless of the summary formula data type, your summary formula can contain fields of different data types, including: number, currency, percent, and checkbox (true/false) fields.
[Source: Get the Most Out of Summary Formulas: Tips, Limits, and Limitations]
Another way to achieve what you want, is to create a custom formula that returns text on the Opportunity Object.
