Questions tagged [report-formula]
The report-formula tag has no usage guidance.
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14 views
I want to calculate the B&PS-SI with MRT Total
I want to change the % to reflect total % by Market, not by Grand Total. In attached example report, MRT B&PS-SI reflects of grand total ; however, I want to see % to reflect % of only MRT total. ...
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1answer
20 views
Report on “worked” days based on created activities (CreatedBy + CreatedDate)
Here is the scenario.... I would like to create a report that would show the user's "worked" days.
We created a custom report type called "All Activities", since we needed to bring some information ...
0
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1answer
16 views
Salesforce matrix report
Hi I am trying to create a salesforce report to show the 3 columns
Contact owner
number of contacts per owner
whether contacts have any activity on them or not(sum of relation)
My report looks ...
0
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1answer
36 views
Formula that uses IF statements not working
I am trying to use a formula field on the Campaign Member object to pull from either a Lead or Contact. The Formula Text field works but the Formula Number field does not, and I am not sure why.
So ...
0
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1answer
17 views
Creating a Report Formula
Trying to divide the sum of one grouping of Amount by Grand Total Amount, example:
Record type: New Biz
Amount 100
Amount 200
Sum = 300
Record type: Existing Biz
Amount 50
Amount 200
Sum = 250
Grand ...
1
vote
1answer
303 views
Report Formula - print number based on picklist value
I have problems creating a report formula. I would like to express the following:
IF(ISPICKVAL(Status_Picklist__c, 'green'), 100, 20)
I have a picklist Status_Picklist__c and if that picklist is set ...
0
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1answer
2k views
How to subtract months from a date field
How to subtract months from a date field:
I have a date field on opportunity, called: Current Term End date.
I want to create a Formula field, which will subtract 3 month from Current Term End date ...
