I want to filter Accounts where I exclude Accounts where the Account Name and Billing State are the same or:
Account Name (not equal to) {value in the "State/Province" field}
1 resposta
Hi Carl,
hope you are doing fine. You can do this by creating a formula field. Please follow these steps:
Your Name, Setup, Customize, Accounts, Fields, New.
On the field data type, choose Formula.
Put a name for your formula field, please call it "Name equals State" and choose Text as the formula return type.
In the formula editor, please add this formula:
IF( Name = BillingState , "Yes", "No")
Then click next and save the field.
What's going to happen,is that if the Account name is the same as the Billing State, the field will display "Yes", otherwise it'll display "No". You can then use this field to filter your report.
For example, if you want to run a report that shows the Accounts where the name is the same as the Billing State, you can create a filter like this:
"Name equals State" equals "Yes"
Please let us know if this helps :)
