Matching a field with a string in a summary level formula

Question

I have a summary level formula column at all summary levels in a report.

I want to use an IF statement that matches a username (which is grouped) with a string and then based on a boolean output return specific summary calculations. However this doesn't seem to work. Formula is accepted as correct but I always get the FALSE return calculated, which seems to mean that my if statement isn't set up correctly or maybe I am not allowed to do that in a Summary Level Formula.

This is what my formula looks like, and "Activity.Activity__c:SUM * 25" is always executed even if the username matches.

IF(Activity.User__c = "Username", Activity.Activity__c:SUM, Activity.Activity__c:SUM * 25)

Anything I may be doing wrong here?

Eric Praud · Accepted Answer

Hi Suren,

Try to use the ":UNIQUE" function:

IF(Activity.User__c:UNIQUE = "Username", Activity.Activity__c:SUM, Activity.Activity__c:SUM * 25)

If this doesn't work, you may be able to use a row level formula and give numbers to users, for instance:

CASE(Activity.User__c,"XXX",1,"YYY",2,"ZZZ",3,0)

Your summary formula could then be:

CASE(Formula:Avg,1,Foormula1,2,Formula2, 3, Formula 3, NULL)

Eric Praud · Answer

As far as I know, you need the formula on your report, you cannot hide it. One other thing you can do is to create a formula field on the object with the same formula. You can then use this field in your summary formula, but you don't have to add the column to the report.   Also, can I please ask you to then select my answer as best answer so it closes the question and others can refer to it if they face the same issue?   After all, that's what this community is about, helping each other :)   Thanks

Matching a field with a string in a summary level formula

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