You need to sign in to do that
Don't have an account?
tmbarry
Determine what Qtr something was created?
I need to be able to run a report, based on the Current Qtr, that lists all the Oppty created in current qtr or previous one.
For example: if I run a report today (11/9/15 - Qtr4) the report needs to show eveything created since Aug. I was thinkning about creating a custome formula field on the Opportunity record with an output of a checkbox with a simple True/False result, but i can not come up with the logic.
Any thoughts?
For example: if I run a report today (11/9/15 - Qtr4) the report needs to show eveything created since Aug. I was thinkning about creating a custome formula field on the Opportunity record with an output of a checkbox with a simple True/False result, but i can not come up with the logic.
Any thoughts?
This was done in a Custom Formula box with a Formula Return Type = Checkbox and a Field Label = Added this Qtr. Now I can report a report where Added this Qtr = True.
All Answers
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_date_functions.htm
for example something like
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_dateformats.htm
This was done in a Custom Formula box with a Formula Return Type = Checkbox and a Field Label = Added this Qtr. Now I can report a report where Added this Qtr = True.
You know you can group by quarter in a report. For example, select close date, then group by this field, then group dates by and select quarter