Questions tagged [report-formula]

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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
  • 37
1 vote
0 answers
45 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
1 vote
0 answers
150 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
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
1 vote
1 answer
133 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
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0 votes
0 answers
22 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
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0 answers
43 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
0 votes
0 answers
88 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
189 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
0 votes
1 answer
387 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
  • 87
0 votes
1 answer
402 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
547 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
  • 1
0 votes
1 answer
423 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
  • 1
0 votes
1 answer
1k 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
36 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 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
  • 45