Hello Trailblazers,
I have created a Joined Report with 2 Blocks.
One block is for Transactions
One block is for Deposits
The Joined Report is grouped across Blocks by Account Number.
I want to identify when the Subtotal for the Amount in the first block is NOT Equal to Subtotal of 'Total Deposit' in the second block.
Can I create a column in this report that would indicate or raise a flag that these two Subtotals are NOT equal? Thank you for your help!
Hi,
You can try using a formula field.
some idea -
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8eq8SAB
https://help.salesforce.com/s/articleView?id=sf.customize_functions_a_h.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.building_custom_summary_formulas_edit.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.building_custom_summary_formulas.htm&type=5