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Topics#Data ManagementPregunta de Kelly Javanmardi
Kelly Javanmardi (Fleetsmith) ha preguntado en #Data Management
6 oct 2019, 4:02

Report/Formula help please!

Please help! I am having a hard time figuring out how to go about accomplishing something in a report - I have two fields (Contact Status on the Contact object and Stage on the Opportunity object) and I want to report on full-funnel status/stage. Basically I am trying to use the values in the "Stage" field or the "Contact Status" field if the "Stage" field is blank. I am using a Contact report with a left join with the Opportunity object for your reference. Can this be accomplished with a bucket or formula option within the report itself? If so, how? If not, would it be a new custom field with a formula and, if so, what would that formula look like? Please help!
1 respuesta
  1. Amnon Kruvi (The Architech Club)
    6 oct 2019, 9:32
    Hi Kelly, 

     

    You'll want to use either a row level formula (if you've enabled that beta feature) or a formula field on the opportunity object. Possibly something like BLANKVALUE(StageName, Contact.Contact_Status__c). Your field names may vary.

     

    Once you have that formula, you could group your report by that. 
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