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hello community

 

 

I have created a report: opportunity trend.

 

where as of date (monthly) we can see the increase or decrease of the opportunity pipeline. 

 

Now I'd like to create a reporting formula field that would always capture the monthly change.

 

So we can apply a conditional formatting to it.

 

So e.g. in below screenshots, the pipeline has increased from 1,2 to 1,6mio from october to nov. so a change of +422k.

 

Many thanks for your help,

 

Philipp

 

opportunity trend report: reporting formula field to calculate monthly change

 

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11 Antworten
  1. 4. Nov. 2019, 17:28
    It's not a Row Level Formula, it's a Summary Group Formula.

     

    I would edit it in Classic Report Builder and use these settings

     

    It's not a Row Level Formula, it's a Summary Group Formula.
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