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Jordan Cabral (Cook Medical) 님이 #Formulas에 질문했습니다

Here is an SF article to help set the stage: How to Calculate Average in Row or Column Groupings (salesforce.com)

 

Currently I am creating a report to see how many opportunities/activities the average user creates on a monthly basis. What I am seeing unfortunately is that the count is off because SF is not considering users who have not created an opportunity or task. So for example, if there are 100 users in the company but only 50 users have created 50 tasks this month, then the report is telling me the average tasks per user this month is 1, however it really should be .5 to account for users not creating data. How can i account for these users not creating data?

 

Thank you in advance!!

답변 3개
  1. 2024년 5월 7일 오전 3:57

    To do this with a basic Report you'll need to do something like this

     

    Create a Joined Report that uses a User Report for the first block (that will give you your count of Users)

     

    Then create a Custom Report Type:  Users with and without Opportunities(Owner)

     

    Then use that as your second Report Block, and filter it by Opportunity Created Date = the timeframe you want 

     

    Then add a Cross-Block Formula that divides the Opportunity Count by the User Count  

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