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I am trying to write a formula that calculates the total amount someone gives in a year by multiplying a donation amount by the frequency.  the frequency is recorded in a pick list with options Monthly, Quarterly and Annually.Is there a way of allocationg a number to these pick list options to make the formula work?
5 answers
  1. Oct 27, 2013, 6:09 PM
    You could create a custom field and select:  

     

    Datatype: FORMULA 

     

    Result: CURRENCY 

     

    Then use a formula with a CASE funtion to convert your Picklist (text) value to a number and multiplt the Amount * the Number like this: 

     

    Amount *

     

    CASE(Frequency__c,

     

    "Monthly", 12,

     

    "Quarterly", 4,

     

    "Annually", 1,

     

    0)
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