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Questions tagged [report-formula]

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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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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...