Ultimately, I want to be able to summarize a contact by leads report by month in which contacts were added so that I can see how many leads of a certain type come in each month during a year. I'd then use this summary report to create a dashboard bar graph to visually display the trend in # of leads incoming each month throughout year.
Please help!
5 件の回答
If you're just looking to group Leads by created date in reports you can use the "group by" feature. Then you can display by the grouped months in your dashboard chart. No need to create a new field.
I assume you're creating a formula field in trying to use the Month function? The formula field will technically update with every edit but the value shouldn't actually change since the Created Date won't change. You may be having trouble with the syntax because you're trying to pull a Date-type field (Created Date) into a Text-type field to display the month name. I believe you'll have to insert the Text() function in there to convert the data.
Alternatively, maybe a workflow rule would work better for you. If you set it to update only upon creation then it will populate once and not get updated with every edit to the record. You may still have to be clever with the syntax to convert the value type, I'm not exactly sure on that.
Hope this helps.
