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Topics#Reports & DashboardsPergunta de Ramsay Allen
Ramsay Allen perguntou em #Reports & Dashboards
11 de abr. de 2017, 16:01

How do I add a target field to use in a report

How do I add a target field into a report, at the moment our total annual target figure is not stored anywhere in SF. I want to add it in and then reference it in a report to then add it to the chart below as an extra column. Where is the best place to store this figure so it can easily be referenced in reports.

 

Thanks,

 

RamsayHow do I add a target field to use in a report
8 respostas
  1. Sunil Sarilla (M&G Investments)
    12 de abr. de 2017, 12:31
    Hi Ramsay,

     

    If the Targets are different, you will need a field somewhere to store the Target Data for each Year.If you follow the Steve's link above you will be able to get that in the report.

     

    the other alternative way is creating a formula fied on the opportunity Object and use that in the report.

     

    Assuming your fiscal year is same as calendar year i.e. from 1st of Jan to 31st of dec

     

    Create a Custom formula field on the Opportunity Object and label the field as Target

     

    formula return type: Currency

     

    formula is

    IF(YEAR(CloseDate) = YEAR(TODAY()), 3500000,
    IF(YEAR(CloseDate) = YEAR(TODAY())-1, 3200000,
    IF(YEAR(CloseDate) = YEAR(TODAY())-2, 3000000,NULL)))

    Replace the Numbers 3500000 to 3000000 with actual target values. Basically the above formula is returning a Target number based on the CloseDate, if the closeDate is in current FY, the target is 3.5 Mn, my target for PFY is 3.2Mn and Previous2FY is 3 Mn

     

    Give the field visibility access to all profiles but hide the field from the pagelayout.

     

    Now on your report, create a new custom summary formula field, Column Name: Target, format Currency

     

    Formula will be

    Opportunity.Target__c:AVG

    Click on Summary fields and select Target field and select AVG

     

    Now edit the chart on the report, Click on combination charts

     

    Display: Column

     

    Value: Target

     

    Run and save the Report.

     

    The report chart will be as below

     

    Hi Ramsay, If the Targets are different, you will need a field somewhere to store the Target Data for each Year.If you follow the Steve's link above you will be able to get that in the report.

     

    PS:

     

    You will need to edit the formula beginiing of every FY

     

    This will work provided you are reporting at a company level i.e. if you have user specific targets, you will need to create the Target field on User object and then use that field.

     

     
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