Right now, I have custom fields for "Total gifts" in each year. These are roll up summaries in Accounts. I'd like to do a Roll-Up Summary of the MAX amount of these fields. However, the custom field will only let me do roll-up summaries for objects for which Acounts is the Master, excluding Account fields.
Grrr!
1 respuesta
I guess this depends on where and how you're storing your donation amounts.
If they're in a Custom Object that has a Master-Detail relationship with the Contact or Account, you should be able to do a Roll-up Summary to display the Max value. The trick is the max value per year, which again goes back to how you've designed the entry of donation data. If it's stored by year, then you're set! Otherwise, you may still have a challenge.
The Summer '12 release includes some join report enhancements that are supposed to help with this sort of scenario. Check out page 77 of the release notes: http://na5.salesforce.com/help/doc/en/salesforce_summer12_release_notes.pdf
