Is it possible to group field in Joined Format??
I have joined two report type called "Campaign with Lead" and "Campaign with Contacts" all I want is to group "Lead Owner" and "Leads Status" in "Campaign with Lead", likewise for "Campaign with Contacts", I should group "Contacts Owner" and "Lead Status".
Can anyone help me on this,
Thanks in advance.
2 respostas
Hi Manoj, you can only group the report by Common fields across both the report types and Lead Owner/ Status and same with Contact Ower/Status are not common fields for the report types.
The only common fields will be the fields from Campaigns or Campaign Members or Owner records.
I would do the below
Create a Custom formula field on Campaign Member Object
Field Label: Lead/Contact Owner
Formula Return type: Textformula will be
IF(ISBLANK( ContactId ),
Lead.FirstName + " " + Lead.LastName,
Contact.FirstName + " " + Contact.LastName
)
Create a 2nd Custom formula field on Campaign Member objectField Label: Lead Status
IF(ISBLANK( ContactId ),
TEXT(Lead.Status),
TEXT(Contact.Lead_Status__c)
)
use the insert field button to select the field API Name of Lead Status field from Contact (lloks like its a custom field that you have created on Contact object)
Both these fields should now be available as part of Common fields and use them to group your report.
