Questions tagged [report-formula]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0
votes
1answer
19 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
29 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 ...
0
votes
0answers
11 views

ReportBuilder: Create Summary Formula based on Grouping results

I am grouping loan objects by "Borrower Name" and "Closed Current Year" for a report. I want to find the total number of rows that have a (loan) record in both the "0" and "1" column of the "Closed ...
0
votes
0answers
17 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. ...
1
vote
1answer
22 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
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
votes
1answer
40 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
567 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
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 ...