Hello,
I have just discovered the "Formula column" in reports (we are using Lightning) and I'm trying to apply a formula that reduces the total amount of an opportunity with a specific % depending what fiscal period the opportunity is in. For example, if an opportunitiy is in Q2-2019 the value in the "formula column" should be 50% of the Amount of that opportunity.
I have tried this formula, my first ever, but it does nothing, the formula column is blank.
IF(FISCAL_QUARTER = "Q1-2019",AMOUNT.CONVERT:SUM*0.75 , IF(FISCAL_QUARTER="Q2-2019", AMOUNT.CONVERT:SUM*0.5, IF(FISCAL_QUARTER="Q3-2019", AMOUNT.CONVERT:SUM*0.25, IF(FISCAL_QUARTER="Q4-2019", AMOUNT.CONVERT:SUM*0,0) ) ) )
Could anyone help me understand why it's not working?
Big thank you in advance!
Kind regards, Helen
답변 4개
Hi Helen,
Yes you can.
do the percentages remian same across the different years.
for e.g for an opportunity in Q1 2020, will you be multiplying them with 0.75?
