Hello, for our customers and ex-customers Accounts records (we use record type to identify them) we have 2 date fields: date of acquisition and date of cancellation (valued only in case of Ex-customer Record type). I need to create a report showing the trend of active customers per year meaning that for each year I want to see how many active customers we had that is the Nb of acquisition @the date - the Nb of cancellation @the date.
Any suggestion?
Eric Praud (Activ8 Solar Energies) Forum Ambassador
Maybe you could add the cancellation date and create a group right under the Acquisition date?
Otherwise, You could create a custom formula field or a row level formula returning a date: BLANKVALUE(Date_of_cancellation__c, Acquisition_Date__c)
If using a formula field, make sure you select "treat blank fields as blank"
Then group your report by this date formula instead of the Acquisition date.
The Summary formula remains the same