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Question on how to solve for #Formula Field scenario for a #Nonprofits I'm working with right now on a Pro bono basis.  

 

Trying to convert the #TotalGifts field into a range of money donated so that it can be more easily grouped in reports & dashboards.

 

I thought that #Case formula would be the right fit but now I am rethinking it and perhaps #IF would be a better solution?

 

Business Requirement

Group the TotalGift dollar amounts into buckets that display a range instead of actual currency amount.  So if a donor had TotalGifts of $625.00 the new formula field would display = $500 - $1,000.

 

I got no syntax errors on the below, but it doesn't like the "501-1000" range and I also tried it by using ">500<1000" and it doesn't work that way either.

 

Thoughts/suggestions?

 

CASE( npo02__TotalOppAmount__c , 

1-50, ">$50", 

51-100, "$50-$100",

101-500, "$100-$500",

501-1000, "$500-$1,000",

1001-5000, "$1,000-$5,000",

5001-1000000, ">$5,000",

"None")

 

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5 comments
  1. Jul 14, 2016, 10:26 PM

    Your explanation about grading tests/papers -- great analogy, got it. It worked (no surprise) and this is now working beautifully as a dashboard report.

    I'll spare you getting to the punch --- I OWE you a BEER!

0/9000