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mshinnmshinn 

Opportunity Formula Not Working

Is there something wrong with this formula?

OPPORTUNITY(MONTH({!Quote_Date}, 1, "Q1", 2, "Q1", 3, "Q1", 4, "Q2", 5, "Q2", 6, "Q2", 7, "Q3", 8, "Q3", 9, "Q3", 10, "Q4", 11, "Q4", 12, "Q4"))


I am attempting to have a custom date field summarize according to Fiscal Year.  I am adding this formula as a Custom Formula Field on the Opportunity page.  This is supposed to tell me, based upon the Quote Date entered, what Fiscal Qtr the quote was generated in.

But I keep getting a syntax error saying that "Quote_Date" does not exist... yet, it is the field name for the date field that the user is supposed to enter the date into.

This is all so that I can track amount quoted by user per fiscal quarter against their quota for that fiscal quota and I'll be darned this is giving me one heck of a headache!

Thank you for any input!
AMartinAMartin
Try {!Quote_Date__c}.
 
 
Aiden
mshinnmshinn
Yeah, I tried that, too... and it still said that didn't work
AMartinAMartin
How about this?
 
 
CASE(MONTH({! Quote_Date__c }),
 1, "Q1",
2, "Q1",
3, "Q1",
4, "Q2",
 5, "Q2",
6, "Q2",
7, "Q3",
8, "Q3",
9, "Q3",
10, "Q4",
11, "Q4",
12, "Q4",
"Q4")
Jeff TalbotJeff Talbot
The {!fieldname} syntax is for s-controls I think. Formula fields don't use the brackets and exclamation point.
 
CASE(MONTH(Quote_Date__c),
1, "Q1",
2, "Q1",
3, "Q1",
4, "Q2",
5, "Q2",
6, "Q2",
7, "Q3",
8, "Q3",
9, "Q3",
10,"Q4",
11,"Q4",
12,"Q4",
"No quote date")


Message Edited by TA_Invisible on 02-22-2008 04:14 PM