I've tried using the power of 1 formulas on each of these objects, but I can't seem to get the summaries to work. So far the closest I've come to a working summary formula is
IF(Service.Power_of_1__c:SUM<1, 0, 1)/PARENTGROUPVAL(Case_Record.Power_of_1__c:SUM, GRAND_SUMMARY)
displayed at the level of the Household. I can export this to excel and sum the column to get the percent of case records with service, but I can't get SalesForce to accurately report this sum on the report, which I would like to be able to use on a dashboard.
I've tried googling, but come up short. I appreciate any help. Thanks in advance.
답변 9개
Eric Praud (Activ8 Solar Energies) Forum Ambassador
Hi Daniel,
I just found a way to do it without triggers.Create a summary formula like so:
(RowCount-Service.Power_of_1__c:SUM)/Case_Record.Power_of_1__c:SUM
and display it om the "Grand Total Only". You'll get the one value only, and you can then add it to a Metric chart on a dashboard :)Here's my formula with Accounts and Opps:
(RowCount-Opportunity.Count_Opportunity__c:SUM)/Account.Count_Account__c:SUM
And here's the resulting report:
As you can see, I have 8 Accounts without Opportunities out of 17 accounts:
8/17*100=47.06