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Execbiz
Reporting - sort by intervals
I have a custom formula field in the opportunity record, "Create-to-Close Interval," that simply outputs the number of days between the creation of an opportunity and its close date. I would like to run a report that groups all my opps into Create-to-Close intervals of 0-30, 31-60, etc. I figured that option would be in the Select Grouping window, but when I choose to sort by that field, I cannot change the "Group by" option.
How can I change the grouping intervals in the sort options?
Thanks
All Answers
Execbiz,
Would you mind sharing the formulas you used to create both custom fields?
Thanks!
Sure thing. One note, I actually changed the structure of mine so that it was actually a create-to-invoicing interval...same idea, different execution. You can modify it easily to go back to create-to-close.
IF(ISNULL(Invoice_Sent__c), null, (Invoice_Sent__c - DATEVALUE(CreatedDate)))
And here's the "interval category" field I created so I could report by intervals, in my case 30 day intervals. As you can see, it sets the case as 1, then returns either 1 or 0 based on an if statement. The return of 1 kicks back the resultant category string:
CASE( 1, IF (Create_to_Close_Interval__c < 31,1,0), "0-30 Days",
IF (Create_to_Close_Interval__c < 61,1,0), "31-60",
IF (Create_to_Close_Interval__c < 91,1,0), "61-90",
IF (Create_to_Close_Interval__c < 121,1,0), "91-120",
"Other")
Thanks! That worked perfectly. I appreciate your quick response and help! Much appreciated!