In the above example, I'm having a hard time getting my custom formula to behave nicely on my matrix report. I've added a custom formula called "Account Save". the intent is to calculate the account save percentage relative to the number of accounts in the reps name. I'm trying to do the following....
In the subtotal area for each rep, use the "Sum of # of Accounts" and divide the "sum of # of Accounts" that exists in the "Customer Type = Partner" grouping against it. So for example, in the Q1 period, I am trying to divide 26 against 29, to get a result of 89.65%. I can't seem to get that formula to work correctly. Here's what I have currently:
Account.num_of_accounts__c:SUM/PARENTGROUPVAL(Account.num_of_accounts__c:SUM, Account.Owner.Name, OpportunityLineItem.End_Date__c)
Can someone chime in with a little help? thanks in advance community!
Nick
답변 3개
