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Is it possible to run formula calculations using multiple rows? I have the following situation:

 

Group Row 1: Product

Group Row 2: Fiscal Year

Field to calculate: Product Price

 

My use case here is that I am trying to calculate savings between a product price between Fiscal Years A and B. Each product/fiscal year has its own record. E.g., the product in FY 2023 with Price 1 has its own record as does the same product in FY 2024 with price 2.

1 risposta
  1. 18 gen 2024, 19:26

    Hi @Jason Storms

     

    You can't do like that in report but  there are workarounds you can consider

     

    1) Create a custom formula field on the object itself to calculate the difference between Product Prices for different Fiscal Years.

    2) Use this custom field in your reports.

    1. Example formula (assuming your object is named ProductRecord):
    IF( Fiscal_Year__c = "FY 2024", Product_Price__c - BLANKVALUE(Previous_Year_Product_Price__c, 0), 0 ) 

    This formula calculates the difference between the current year's product price and the product price from the previous year.

     

    Hope it will resolve your problem

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