-1

I have a basic opportunity field history report that's filtered so I'm only looking at changes in Amount. I want a column that shows me the difference between the new value and the old value. I tried creating a summary formula as follows:

NEWVAL:UNIQUE - OLDVAL:UNIQUE

I only included unique because without it, Salesforce keeps telling me there are no such fields as newval or oldval, though they do show up with "unique" at the end. I also tried using the value() function before each field, but that didn't work.

Right now, nothing shows up in that column. I'm guessing it's got to do with me including unique, but I'm not sure. What am I doing wrong?

1
  • because xxxHistory records use type Object for fields OldValue and NewValue, operations on those fields can't be done using the OOB tools (i.e. they could be checkboxes or strings)
    – cropredy
    Jun 10 at 21:56

1 Answer 1

1

Have you looked into the "Historical Trending" standard salesforce setting. You can easily build reports based on historical values of any field and compare,track the changes.

Once you build a historical trending report you can compare current values with the any historical value(for example 1 week ago, 1 month ago, first day this month...). It is very flexible.

Kindly refer this link which exactly matches your requirement :- Diff b/w Old value and new value

Watch Your Pipeline Change Over Time

https://help.salesforce.com/articleView?id=reports_track_pipeline_value.htm&language=en_US&type=0

Set Up Historical Trend Reporting

https://help.salesforce.com/articleView?id=reports_historical_setup.htm&language=en_US&type=0

1
  • Ranjain This doesn't get my quite where I need to be. I should have specified that I'm trying to exclude all new pipeline and only look where the Amount was previously known and has been updated. Jun 10 at 18:59

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.