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I am trying to create a report that displays a combined total of closed and pledged opportunities and a combined total of prospected and solicited opportunities. I am able to run a report that displays each opportunity separately, but is there a way to combine the opportunities?

@Fundraising@Nonprofit Success Pack@Salesforce.org System Administrators
5 Antworten
  1. 5. Mai 2016, 13:57

    Or a simplified version...

    Select

    Datatype = Formula

    Result = Text

    Formula =

    IF(IsWon, "Won",

    IF(IsClosed, "Lost",

    "Open")

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