Questions tagged [report-formula]
The report-formula tag has no usage guidance.
12
questions
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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 ...
-1
votes
2answers
44 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
28 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
66 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 ...
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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 ...
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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
20 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
41 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
625 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 ...
