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그룹Salesforce Campaign ManagementAlly Krebeck의 질문
Ally Krebeck (Washington University) 님이 Salesforce Campaign Management에 질문했습니다
2022년 8월 3일 오후 9:41

Campaign Reporting - Year Over Year Comparison

My team is trying to create a year-over-year Campaign comparison report but is having trouble since there is no Fiscal Year field on the Campaign object. How do others report on year to year Campaign performance? 

답변 4개
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2022년 8월 29일 오후 3:50

    I just grouped the Report Columns by Closedate and selected "Group Dates by Fiscal Year" 

     

    Then I created these 4 Report Summary Formulas 

     

    Formula 1 (Variance Count)
    RowCount - PREVGROUPVAL(RowCount, CLOSE_DATE)

     

    Formula 2(Variance %)
    IF(PREVGROUPVAL(RowCount, CLOSE_DATE) <> 0,
    (RowCount - PREVGROUPVAL(RowCount, CLOSE_DATE)) /  PREVGROUPVAL(RowCount, CLOSE_DATE),NULL)

     

    Formula 3 (Variance $Amount)
    AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)

     

    Formula 4 ($Variance %)
    IF(PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE) <> 0,
    (AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)) /  PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE),NULL )
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