I am looking to create a sort of customer retention report to essentially highlight accounts that did business within us in the past 1-2 years, but haven't since. Specifically we want to identify these by key products and quantities, so I attempt to create this Summary Level Formula, but unfortunately only get zero back even though I'm positive my Product Code is accurate


Any ideas how I would achieve this or what I'm doing wrong with this current formula?

1 Answer 1


Looking at the two most relevant help pages on this: (1) and (2), seeing your results and doing some extrapolation, it seems like the only usable fields in a Summary Level formula are summarized columns, not columns themselves. Which is a pity.

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