I have a field that is Completion_date_Quarter__C and it is a text field that returns Q1, Q2, Q3, Q4 depending on the date something was billed. I am trying to create a summary formula that calculates revenue per quarter. For example i want a column for the sum of the revenue for each quarter. I have tried the following:
IF(Lane__c.Completion_Date_Quarter__c = "Q1", Lane__c.Revenue_Less_FSC__c, 0)
it is telling me that my Completion_Date_Quarter__C does not exist as a field.
Below is the error it is giving:
Invalid custom summary formula definition: Field Lane__c.Completion_Date_Quarter__c does not exist. Check spelling.
Eric Praud (Activ8 Solar Energies) 
Forum Ambassador
Hi Jessica,
You could simply group your report by the quarter and add the revenue field to your report. It should summarise automatically. If it doesn't, click on the arrow on the Revenue column> Summarize> Sum
