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Calculating the total Close Date change
Hi all,
I was wondering if it was possible to calculate the total change in Close Date somehow from the field history. I know I could do it for future opportunities by invoking some kind of workflow that fires upon Opportunity creation, but I'd like to be able to subtract the first Close Date entered for the Opportunity from the current Close Date to give a total Close Date change for historic data (Opportunities created before I thought to create this workflow). Bear in mind, the Close Date may have changed three or four times, so the "previous" or "old" Close Date is of no use -- it needs to be the first one entered for that Opportunity.
Ideally, I'd like the answer to be displayed in months, if possible, and by months I mean actual months (i.e. a move from 31/07/12 to 01/09/12 is two months, even though it's only 31 days).
Thanks in advance for any help you can give.
There are several easy ways to approach this. I think the easiest approach would be to set up a new custom field, Original Close Date. Then you can set up a workflow to automatically update this field when it is null and Close Date is null. That will capture the original Close Date value. Then you can easily set up a formula field to calculate the number of days (or months) between the original and final close dates.
You could set up some other logic that requires Apex - but why?
Good luck!
All Answers
There are several easy ways to approach this. I think the easiest approach would be to set up a new custom field, Original Close Date. Then you can set up a workflow to automatically update this field when it is null and Close Date is null. That will capture the original Close Date value. Then you can easily set up a formula field to calculate the number of days (or months) between the original and final close dates.
You could set up some other logic that requires Apex - but why?
Good luck!