Skip to main content
Topics#Data ManagementRick Stevenson's Question
Rick Stevenson (CareMore Health Plans) asked in #Data Management
Apr 16, 2013, 3:30 PM

Can you automatically recalculate formula fields after an Analytical Snapshot?

I use an Analytical Snapshot to get summary information into another object.  Due to limitations on the number of sort fields in summary reports (3) I have to use formula fields in the object to populate other fields for reporting puposes.

 

Report                                  Summary Report                                 target object

 

1. State .............................   Can't include   .............   formula based on Neighborhood

 

 2. Area .............................   Can't include  ..............   formula based on Neighborhood

 

  3.  Market  ......................   Can't include  ..............   formula based on Neighborhood

 

    4. Neighborhood  ......   Analytical Snapshot  ...   from snapshot

 

     5. Channel  ................   Analytical Snapshot ...   from snapshot

 

      6. Signature Date ....   Analytical Snapshot ...   from snapshot

 

The Analytical Snapshot runs at 4:00 AM.  Managers need to be able to see the production report at 8:00 AM.  The Production report needs to be at the State level with drill down to the Area, Market and Neighborhood.

 

I need some way to cause the Snapshot records to automatically calculate after the Snapshot posts.  Unfortunately, Salesforce will not allow a Snapshot to work with a Workflow Rule.

 

Any ideas are appreciated.

 

Thank you,

 

Rick
1 answer
  1. Jeff May
    Apr 16, 2013, 10:05 PM
    Formula fields are always up to date for a record since their value is not stored in the database.  If your ASnap is running at 4:00 AM, you could use a Scheduled Report to run at 5:00AM so the report results will include the records created from the most recent ASnapshot.  On your report screen, use the dropdown on the RunReport button to define the schedule.
Write an answer...
0/9000