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I am trying to get this to work. At first I had :SUM after the amount, which was valid - but didn't return any results in my report. Now I removed the :SUM portion - and it's telling me my fields don't exists. I removed "Opportunity" from the front as well, still telling me my fields don't exist - when I physically picked them from the list of fields and hit "insert".

 

What I'm trying to do is assign a percentage to each confidence level, then multiply that percentage by the total amount if that criteria is met. I tried using the "CASE" function, but it was yelling at me there, too. 

 

Any suggestions? 

 

 

IF(Opportunity.Confidence_Level__c = "Medium",

ROUND(Opportunity.Total_Opportunity_Amount__c *0.22, 2),

IF(Opportunity.Confidence_Level__c = "High",

ROUND(Opportunity.Total_Opportunity_Amount__c *0.50, 2),

IF(Opportunity.Confidence_Level__c = "Low",

ROUND(Opportunity.Total_Opportunity_Amount__c *0.07, 2), Null)))

 

 
9 answers
  1. Jul 10, 2019, 1:48 PM
    Are you a Sys Admin or Developer?   

     

    You should be able to do what you want using a simple Formula field on the Object 

     

    Can you post a screenshot of the report you're using, the results you're getting, and a mock-up of what you want?

     

    (for questions related to Reports and Dashboards those are really helpful.)

     

     
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