
I have an object that has 4 'Team Member' fields on it. They are formula fields populated with text, and on any given object, up to 4 of ~15 Users can be in any of the 4 'Team Member' fields. Each object also has an associated value.
My goal is to generate a summary report that breaks it down by User and sums up the associated value of every object on which they are 1 of the 4 Team Members.
I am stuck because I cannot figure out how to have a report summarize something based on more than one field, and there is no way to say that User A will always be in Team Member field 1.
Does anyone have any idea how I might be able to make this work? Please let me know if you need any clarification on any of questions!
Thanks!
답변 2개
I think you might have painted yourself into a corner by using 4 seperate fields on the object, instead of creating a child object and a related list. That would allow you to get exactly the type of Summary Report that you're looking for.
How wedded are you and your org to the current configuration? Would it be feasible to reconfigure it as a related list?