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Questions tagged [report-formula]

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Summary Formula with grouped Columns

I have a Salesforce Matrix Report, and I just want to add a summary column with the difference between column "Planificación" and column "Real"... Both are a sum of a field named &...
Manel Nesweda's user avatar
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0 answers
21 views

Percentage of specific subgroup based on bucket field on parent level

I hope you can help me with the following target to enrich my existing Salesforce report. I am using Salesforce Classic. Current report layout: Group 1: Yearly (last 10 years) Group 2: BucketField (...
faiko's user avatar
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40 views

Translate label of report's row-level formula field

How to translate the label of a Row-Level Formula Column in a report? Nothing about this in Translation Workbench. Thank You
Fabraisss's user avatar
1 vote
0 answers
66 views

Picklist values aren't matching in row level formula

In a lead report, I have a row level formula called 'Industry Grouping'. The formula for this field is: IF(TEXT(INDUSTRY) == "Candy and other Confection", "Candy", "Other"...
Jeff Purcell's user avatar
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0 answers
72 views

Add multiple Custom Columns in a Report

I am trying to to count number of opportunities, that contain specific text in opportunity name. I need fixed columns for example CMC, CPC ,Training and so on. Opportunity name looks like: PQ CMC ...
user140204's user avatar
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0 answers
112 views

Row level formula: Pull value between two dates

I am trying to make a row level formula to identify dates that are in Q1 (Sep, Oct, Nov) of two years of fiscal data. I am able to distinguish between FY23 and FY24 using IF(Case.End_Date__c > DATE(...
Camille_03's user avatar
0 votes
1 answer
409 views

Sort by sum or eliminate less than 2 records on a report

I would like to sort by sum on a report. A sum count formula was created on the report. See screenshot attached. I want to only have Inquiry count of 2 or more records and remove anything less than 2. ...
starg4l's user avatar
  • 17
-1 votes
1 answer
66 views

Report Formula errors - multiple conditions in the IF Statement

I am trying to create a formula field that evaluates the lapsed donor status. If (FY1>0 && FY0=0, "Lapsed FY0", "Returned Donor") The above formula works but when I try ...
SFDC2017's user avatar
1 vote
0 answers
158 views

Formula that calculates the percentage of a column in a report

I have a Salesforce report that is grouped by a field called Forecast Category, it is a picklist field, it also has a Quota amount which is a currency field. The requirement is to have a new column in ...
David Boada's user avatar
0 votes
1 answer
446 views

How to get average from picklist value field in Salesforce?

I was wondering if anyone has come across this scenario? I have one picklist field called Knowledge_Level and it has a rating range 0,1,2,3,4. This picklist field is in a related object called ...
PowerUp's user avatar
  • 97
0 votes
1 answer
381 views

When building a report - Edit Row Level Formula to Sub Null value from Picklist

In my report I'm trying to substitute "null" value from populating in my report to have "not matched" there are 2 existing picklist values that would appear otherwise. I've tried ...
Tyu's user avatar
  • 3
2 votes
1 answer
1k views

Row-level formula limitations when referencing other objects

In my Activities report I have a simple row-level formula: CASE(Activity.Account.Industry_Sector__c, "Construction", "1", CASE(Activity.Account.Industry_Sector__c, "Maritime&...
MarkB's user avatar
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1 answer
465 views

Incoming chats per hour in a report

I am looking for a way to capture the number of incoming chats we get per hour for a particular month. For example : The number of incoming chats per hour for the month of November. Is this achievable ...
AlizehS's user avatar
  • 17
0 votes
1 answer
600 views

Row-Level Formula (Is status formula if true = Out of SLA and not true = In SLA)

Could someone help me with the following syntax I try to work out. Request: I try to create formula when status of case is 'On Hold Pending Customer' and the time of last CAL and the time now is ...
Aranka's user avatar
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1 vote
1 answer
2k views

Formula Field to calculate conversion rate of one stage over another stage in contact object in reports

My requirement is I have a custom picklist field in the Contact object name stage, like MQL(Mkt qualified Leads and DQ(Disqualified leads) SQL(Sales Qualified Leads) Now I would like to calculate and ...
Nishant Chaudhary's user avatar
0 votes
1 answer
1k views

Did something happen with the Month function?

I am trying to create a Row Level Report formula to give me the Opportunity Created Month. Below is a picture of the formula I am using. This has always worked before. Do you all know if something ...
NoviceAdmin80's user avatar
0 votes
1 answer
441 views

Salesforce Lightning - Summary level formula to compute rate of installed voicemails out of eligible voicemails

I have just started learning how to write row-level formulas on Salesforce Lightning. I am attempting to create a summary formula column while only being eligible to use at most 1 row-level formula in ...
Pit25's user avatar
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0 votes
1 answer
2k views

Report with Formula that does not evaluate if there is a Null value

I am trying to calculate if a support case breached the SLA time. However, I don't want to calculate the breach time if there is a null value in one of the fields. I have tried the below but get an ...
mtm1186's user avatar
0 votes
1 answer
2k views

Nested IF/AND Statement with picklist value field. Error: Picklist fields are only supported in certain functions

I am trying to create an nested IF AND conditional statement to look at case severity and time (hrs) it took to reach a certain case status. I have tried the below but keep getting the error "...
mtm1186's user avatar
2 votes
1 answer
7k views

Summary Formula Where Field Equals

I have a report where there is a status of the lead. I want to see how many leads have the status of scheduled as a percentage of all leads in a report. I've never done this before and can't figure ...
prospector's user avatar
0 votes
1 answer
1k views

Show report formula grouping in dashboard metric

I'm trying to create a dashboard metric that shows the percentage of accounts we have business at in Texas. I have a report that filters only Texas accounts, and then has two groups that break it into ...
denvergreene's user avatar
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1 vote
1 answer
1k views

Row-level formulas not visible for all profiles

I have a row-level formula defined on my report on a field which is accessible to only a couple of profiles including Admin. The weird thing is that the formula is visible only to the Admin profile ...
Anee's user avatar
  • 381
0 votes
1 answer
2k 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 ...
Asif Muhammad's user avatar
0 votes
1 answer
1k 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 ...
N_H1922's user avatar
  • 315
-1 votes
2 answers
2k 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("...
Tom's user avatar
  • 65
0 votes
1 answer
1k 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 ...
Thomas's user avatar
  • 2,310
1 vote
1 answer
141 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 ...
Rodrigo's user avatar
  • 1,295
0 votes
1 answer
127 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 ...
gs650x's user avatar
  • 2,680
0 votes
1 answer
114 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 ...
nameishi's user avatar
0 votes
1 answer
37 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 ...
goldk's user avatar
  • 101
1 vote
1 answer
3k 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 ...
Lily's user avatar
  • 1,375
0 votes
1 answer
9k 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 ...
Archita patnaik's user avatar