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Topics#Data ManagementQuestion de Priyanka Taunk
Priyanka Taunk (Reevoo) a posé une question dans #Data Management
22 janv. 2014, 14:58

Hello, we currently have a formula field to calculate the ACV.

I'd like to make some changes to it so that it calculates the ACV only when the opportunity type is

 

 - New business

 

 - uplift

 

 - renewal

 

We have a custom 'opp type' field with a few picklist values however we want the ACV to be calculated only for the above 3 picklist values. I know this is something that could be filtered via reports but would like to include this filter in the formula field itself if possible.

 

Current formula field is

 

IF( ISBLANK( ACV_Override__c) || (ACV_Override__c == 0) , Monthly_Revenue__c * MIN( Contract_Length__c ,12), ACV_Override__c)

 

Any suggestions?
1 réponse
  1. James Garfield (Agendia, Inc.)
    22 janv. 2014, 15:26
    Okay,

     

    This should do it for you:

     

    IF(

     

    OR(TEXT(Opp_Type__c) = "New Business", TEXT(Opp_Type__c) = "Uplift", TEXT(Opp_Type__c) = "Renewal"),

     

    IF( ISBLANK( ACV_Override__c) || (ACV_Override__c == 0) , Monthly_Revenue__c * MIN( Contract_Length__c ,12), ACV_Override__c),null)

     

    Best of luck!
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