We've created a report using snapshot dates to look at historical Opportunity Stage changes over a 3 month period.
I was hoping to use the Row-Level formula to be able to remove the rows that have no changes over the 3 month period however, I cannot see the column Stage (historical) when I go to create the formula,
Is there a way to do this?
Kind regards,
Liz
Hi @Eric Burté,
Hope you are well! Thank you for coming back to me.
We used Opportunities with Historical Trending.
I've had a look at Opportunity History and I think I'm doing something a bit daft with the formula.
I tried using:
IF (TEXT(FROM_OPPORTUNITY_STAGE_NAME) <> TEXT(STAGE_NAME), 0,0)
which I found something similar looking at address States in an article however, I'm getting the error:
Warning
Error when encoding row-level formula: Formula result is data type (Number), incompatible with expected data type (Text).
I used the TEXT as these fields are picklists.
I'm sure I'm missing something very obvious!
Liz
