Hello,
I have just discovered the "Formula column" in reports (we are using Lightning) and I'm trying to apply a formula that reduces the total amount of an opportunity with a specific % depending what fiscal period the opportunity is in. For example, if an opportunitiy is in Q2-2019 the value in the "formula column" should be 50% of the Amount of that opportunity.
I have tried this formula, my first ever, but it does nothing, the formula column is blank.
IF(FISCAL_QUARTER = "Q1-2019",AMOUNT.CONVERT:SUM*0.75 , IF(FISCAL_QUARTER="Q2-2019", AMOUNT.CONVERT:SUM*0.5, IF(FISCAL_QUARTER="Q3-2019", AMOUNT.CONVERT:SUM*0.25, IF(FISCAL_QUARTER="Q4-2019", AMOUNT.CONVERT:SUM*0,0) ) ) )
Could anyone help me understand why it's not working?
Big thank you in advance!
Kind regards, Helen
4 answers
Hi Helen,
Yes you can.
do the percentages remian same across the different years.
for e.g for an opportunity in Q1 2020, will you be multiplying them with 0.75?
