1

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

  • Were you able to save it ? the syntax is wrong. – Json Jul 4 at 19:30
  • @Json Yes I was able to save it. Why the syntax is wrong? – phamnuw08 Jul 4 at 19:40
  • Summary Formula supports only numeric fields, you can't reference text fields. – Json Jul 4 at 19:48
  • Can you post a screenshot of the formula within the report? pls make sure to include the report type. – Json Jul 5 at 8:32
  • 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 at 13:57
0

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.

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