I'd like to add a fields "Current Quarter Closed" on the user page.
If they could be calculated this way.
"Current Quarter Closed" = Sum all of the "Total New & Cross GARR" fields WHERE for all opportunities owned by that user AND the (Opportunity "Close Date" is in the current quarter* AND Opportunity "Stage" = Closed AND "Total New & Cross GARR" is greater than 0.
Kindly let me know the possible way to do this.
Thanks ,
Anjana
답변 3개
Unfortunately you can't create a custom Roll-Up Summary field on the User object and you can't use Embedded Analytics to filter by OwnerID, so you'll need to use either custom Apex Code and Visualforce
