Hi there,
I'm building an Opportunity report and struggling to find the right formula to filter the opportunities I want to see.
Bit of context: I'm comparing Opportunities with a custom object called Opportunity Related Room (ORR).
I want the report to only show me ORRs for which the Status (Status is basically the same as Stage but with a different name to make it easier to differentiate in reports) is equal to the Stage of the opportunity.
Basically, I want a filter for Stage_Name = Status_Name
However both fields are picklists, and I understand they only work with certain functions.
I had a look online but couldn't make much sense of it.
Is this even possible?
Thank you!
Eric Praud (Activ8 Solar Energies) 
Forum Ambassador
Hi Julie,
Can you try:
IF(TEXT(Status)=TEXT(StageName),1,0)
Don't simply copy this formual, replace the field names with the right ones that you'll find in the left hand side panel when creating the row level formula. The above returns a number. You can then filter your report by
Row level formula equals 1
If you're going to reuse this formula, it may be better to create a formula field on ORR and go with the same kind of formula but you'll find StageName by clicking on the "Insert field" button> OpportunityLookup>StageName
