Hi, I am trying to get a formula to calculate a row level formula that takes all won opportunities after a certain date and then subtracts partial growth amount from annual bookings amount. this is valid and calculates, but from looking at the output it appears to not subtract partial growth amount in cases where the field is not blank. What is happening?
Thank you for your help in advance
IF(
AND(
OpportunityLineItem.Opportunity_Stage__c = "6-Closed Won",
Opportunity.SMT_Report_Approved_Date__c >= DATEVALUE('2024-01-01')
),
(OpportunityLineItem.Annual_Bookings_Amount_R_W__c -
(IF(
ISBLANK(OpportunityLineItem.Partial_Growth_Amt__c),
0,
OpportunityLineItem.Partial_Growth_Amt__c
))),
0
)
Hi @Jeff King,
Hope you are doing well,
To debug the formula, you can create a custom formula field to break down the calculation steps. For example, you can create a formula field that only calculates Partial_Growth_Amt__c and another for the subtraction part. This way, you can isolate the issue and see if each part of the formula is working as expected.
Partial_Growth_Debug__c:
IF(
ISBLANK(OpportunityLineItem.Partial_Growth_Amt__c),
0,
OpportunityLineItem.Partial_Growth_Amt__c
)
Subtraction_Debug__c:
OpportunityLineItem.Annual_Bookings_Amount_R_W__c - OpportunityLineItem.Partial_Growth_Debug__c
Hope this content will provide more understanding to you,
Thanks!
