Questions tagged [report-formula]
The report-formula tag has no usage guidance.
15
questions
0
votes
1answer
27 views
Conditional IF Statements in Row-Level Formula
I am simply looking to create a on-time vs. past due script. I have 3 columns (revised due date, original due date, and date closed). I want the following to take place. It works for the most part but ...
0
votes
0answers
10 views
Matrix report: Grand total of report formula field is wrong
I have created the following matrix report:
The field VBI/Month is a (report) formula field:
IF(
VBI_Program__c.Facility_Amount__c:SUM >= VBI_Program__c.Entry_Level__c:AVG,
...
0
votes
0answers
13 views
Creating an advanced report formula
My goal is to apply this formula -->
NPS = (Promotores / neutros) - (Detractores / neutros)
Where promotores = 6, neutros = 3 and detractores = 5 .
I don't know how to get these values in the ...
0
votes
1answer
24 views
Create a Formula field on Lead with converted Account Details
In our organization a sale is considered as complete only when a custom picklist called Account status is changed to 'Registered' on an Account. (We deal with registering new companies)
Business ...
0
votes
1answer
20 views
Reports : Using PREVGROUPVAL within a group only
I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...
0
votes
0answers
7 views
Make column to show total amount based on grouping
I have a report (below) that is grouped by pay period then pay element then pay item. What I want is instead of the Amount column showing two lots of 1000 (because there are two pay items) to show one ...
-1
votes
2answers
118 views
Convert text to a Date with just Month and Year fields on row-level formula on report
I am trying to convert month (picklist), year (text) to a row-level formula date field and setting the DD as "01", but values for the column are not populating.
Row-level formula:
DATEVALUE("...
0
votes
1answer
56 views
Get field value User in Report on Custom object
Is it possible in Saleforce lighting to have a report on a custom object and get a field value from the user object without adding a formulafield on the custom object or is there a way to add the ...
0
votes
0answers
142 views
How can I get an Average of a Summary Formula Field?
I feel like this might be a really simple solution but I can't seem to figure it out. I'm trying to calculate the Total and Average Number of Days between two dates.
From the other posts online I've ...
1
vote
1answer
24 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
votes
1answer
21 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
votes
1answer
43 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
votes
1answer
20 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
786 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
votes
1answer
3k 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 ...
