I have, unfortunately, an org where the Opportunity Lost Reason is a multi-picklist (don't get me started on that)... how can I create a row-level formula in a report that will artificially allow me to bucketize all records that contain Lost Reason 'Not Real\Qualified Opportunity' ?
This is to try and group ALL these losses into really two main categories:
Not Real\Qualified Opportunity --> garbage
All else --> Legit losses
Thanks!
@Steve Molis - thoughts?
Ajaypreet Singh Saini (Grantbook) 
Forum Ambassador
Hey @Pablo Garfunkel, you can follow this approach:
Create a formula field on opportunity record and let name it "Lost Reason Formula" and use this formula:
IF(
ISBLANK(Opportunity_Lost_Reason__c),
"No Reason Provided",
IF(
INCLUDES(Opportunity_Lost_Reason__c, "Not Real\Qualified Opportunity"),
"garbage",
"Legit losses"
)
)
In the above formula, I am considering the records which doesn't have a value for the multiselect picklist to show the name as "No Reason Provided". I did that so that it will look more cleaner and segmented.
But let's say you want to consider the records which doesn't have a value for the multiselect picklist to show up as "Legit losses", then use this formula:
IF(
INCLUDES(Opportunity_Lost_Reason__c, "Not Real\Qualified Opportunity"),
"garbage",
"Legit losses"
)
So, now you can use this field in your salesforce report to group by.
