#Formulas26 人正在讨论

Two things: 

1) your formula structure is quite strange. You are saying "if this condition, then return a number, but hten convert that number back to text" 

If you want text, just return text immediately e.g.

IF(ISPICKVAL(Type_of_Grant__c, "Other") && Funding_Source__c = "Marc Berman", 23, 
IF(ISPICKVAL(Type_of_Grant__c, "PHP-Security Deposit (Non-Subsidized)"), 20, 

can simply become:

IF(ISPICKVAL(Type_of_Grant__c, "Other") && Funding_Source__c = "Marc Berman", "23", 
IF(ISPICKVAL(Type_of_Grant__c, "PHP-Security Deposit (Non-Subsidized)"), "20", 

Then you no longer need to wrap everything in a TEXT() function. 

2) You should avoid multiple IF statements on picklist functions. It will massively increase your compile size. CASE() is far more efficient and easier to read. 

CASE(
    Type_of_Grant__c,
    "Rent", "23",
    "Utility", "23",
    "Pharmacy", "23",
    "Move-in", "23",
    "Aging in Place", "23",
    "PHP-Security Deposit (Non-Subsidized)", "20",
    "PHP-Security Deposit (Subsidized Housing)", "20",
    "PHP-First Month's Rent (Non-Subsidized)", "20",
    "PHP-First Month's Rent (Subsidized Housing)", "20",
    "PHP-Utility (Non-Subsidized)", "20",
    "PHP-Utility (Subsidized Housing)", "20",
    "STRMU-Rent", "20",
    "STRMU-Mortgage", "20",
    "STRMU-Utilities", "20",
    "C19R-Rent", "20",
    "C19R-Mortgage", "20",
    "C19R-Utilities", "20",
    "Measure A", "07",
    "DHSP Emergency Financial Assistance", "20",
    "Other",
        IF(
            Funding_Source__c = "Marc Berman",
            "23",
            NULL
        ),
    NULL
)

Hi Bertrum - the reason your Summary Formula will not validate is that summary formulas only work on aggregated, grouped values (Sum, Average, etc.), so they cannot reach into an individual row's date field like your meeting date. For a per-record 'time since the meeting' you want a Row-Level Formula instead - that is the report feature that can reference field values on each row, and it supports NOW() and date math. No custom field needed - a row-level formula lives only on the report. 

Steps: 

1. Edit the report. In the Columns pane, click the dropdown and choose Add Row-Level Formula. 

2. Set the Formula Output Type to Number (0 decimals is fine). 

3. Use one of these (insert your meeting date/time field from the field picker where I show End Date Time): 

 - Hours elapsed since the meeting: (NOW() - End Date Time) * 24 

 - 48-hour countdown, i.e. hours remaining: 48 - ((NOW() - End Date Time) * 24) 

For an Event, that field is usually the End Date Time; for a generic Activity/Task report it is the Activity Date. Subtracting two date/times returns a number of DAYS, so multiplying by 24 gives you hours. 

4. Name it something like 'Hours Since Meeting' or 'Hrs to 48h', save, and it appears as a column you can drop straight onto the dashboard. 

Two things worth knowing: NOW() is evaluated when the report/dashboard REFRESHES, not as a live ticking clock - so schedule a dashboard refresh if you want it staying current. And a report allows a single row-level formula returning a number, so pick either the elapsed version or the countdown version. If you want it colour-coded (e.g. red once it passes 48h), add conditional formatting on that column at the dashboard component level. 

If this helps, please mark it as the Best Answer so it helps the next person - thanks :)

Hello, @Priyanka Salunkhe

 the error means your Flows Start element isn't connected. 

1. Connect Start -In Flow Builder, drag an arrow from Start to your first decision element. 

2 . Check Decision- 

Due Today: CloseDate=TODAY() 

Due in 3 Days: CloseDate-TODAY()+3 

2 Days Past: ClosedDate=TODAY()-2 

Link each to its Email Alter. 

3. Connect Alters to End- Ensure each Email Alter connects to an End element. 

4. Debug with an Opportunity (CloseDate today, Stage not 'Closed Won' or 'Closed Lost').

This can be done by creating the below calculation, using LOOKUP() function:For now, both July and August are in the view just so you can see that July's data for Quantity now lives in August's 'date', as shown above.  But, we don't want to have to select two month's data at a time and yet, two month's of data MUST be in the view. somehow. 

So, we then change the Order Date filter that you originally had into again, a Relative Date filter, again displaying only most recent two months, as I did before:

Then, the question remains, how to show just the current month, but only with last month's data in the current month.  Again, another filter.  BTW, both of these are Table Calculations, so certain fields must be in the view somewhere in order for them to all function correctly and display correctly.  The new calculation will now filter the above result to only the last row in the view:

As to it being automatic and adjusting for next month, it should based on the Relative Date filter..it would automatically adjust to September and pick up August's data. And so on. 

If this response answered your question, please mark it as an Accepted Answer? 

This way, others searching for similar solutions will find the answer faster in the future.

Best, Don Wise (Tableau Ambassador)

Hi  

I am working on it right now and I've got it to work - using this reference, but thank you for taking time to review 

= (NOW() - LAST_LOGIN) 

    NOW() - LAST_LOGIN > 30,

    "Not Logged In for more than a Month",

    "Logged In - Active Users"

) 

Able to show 30% of Users are not actively using SF

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AND(  

  NOT($Permission.Your_Custom_Permission_Name), 

  OR(  

    ISNEW(),  

    ISCHANGED(Email),  

    ISCHANGED(Phone)  

  ), Note: Replace Your_Custom_Permission_Name with the exact API Name of your custom permission, ensuring you do not include any spaces 

  ISBLANK(Email),  

  ISBLANK(Phone)