Questions tagged [report-formula]

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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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("...
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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 ...
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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
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...