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Marc Bindlechner (LHD Lawyers) 님이 #Sales Cloud에 질문했습니다

Hi there    I'm quite stuck with this one - hoping for guidance please?    I have two process steps that can happen on any of our opportunities.  - In majority of cases these process steps will happen on different dates, but on rare occasion both could be done same date  - When the process step is completed, the date of completion is captured into a date field (date), along with an assigned process duration into an Hours (decimal)  - Let's call these fields:  --- Process1_Date and Process1_Hrs  --- Process2_Date and Process2_Hrs    Most often, Process1_Date and Process2_Date would be actioned by two different users, or on rare occasion both by the same user  --- i.e. we could have Process1_Date actioned by User1, and Process2_Date actioned by User1  --- or we could have Process1_Date actioned by User1, and Process2_Date actioned by User2    I am trying to report by User, tallying total Hrs spent on these processes, by Calendar date.    The chart I want to build has X Axis as calendar date, and columns which total the Process1_Hrs+Process2_Hrs combined for that calendar date, for the user  --- Process1_Date on 01/06/2025 for Process1_Hrs of 0.5 by User1  --- Process1_Date on 01/06/2025 for Process2_Hrs of 1.0 by User1  --- Process1_Date on 02/06/2025 for Process1_Hrs of 0.5 by User1  - This should therefore result in a graph:  --- Calendar Date 01/06/2025 = total Process Hours of 1.5  --- Calendar Date 02/06/2025 = total Process Hours of 0.5    But, I cannot make that concept work. As the Processes can happen on different dates, the Process Dates are setup as separate fields.    Even if I build a Joint report:  - I can graph the two Process1_Hrs OR Process2_Hrs side by side as columns, however can only make the X Axis either Process1_Date OR Process2_Date  - Cannot get it to be the Calendar Date    Would love ideas please, any assistance is welcome 😁    @* Sales Cloud - Best Practices * 

답변 2개
  1. 2025년 6월 22일 오전 11:49

    My head hurts reading this, but I'd suggest the solution is going to involve you creating formula fields to with IF conditions to generate an adjusted Process date and use it to drive your graph.

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