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lakshman.matti Fiscal year calculations.
I created a field called Revenue on account object.i want to calculate Fiscal Year to Date (YTD) revenue based on amount field from opportunity object on account object.
Can some body tel me the approach.
Can some body tel me the approach.
You can use a rollup summary field on the Account Object that Adds up all the Opportunities - Revenue Field and Display on Account Object.
IN the criteria you can mention the dates for your fiscal year - this wont be applicable for your next year - you have to change the date manually.
Vote for the Idea: Roll-Up Summary Fields: Formulas Rather than Static Criteria
https://success.salesforce.com/ideaView?id=08730000000BrUAAA0
Also See some similar links,
Date LIterals : http://www.salesforce.com/us/developer/docs/officetoolkit/Content/sforce_api_calls_soql_select_dateformats.htm
Roll-up Summary Field: Opportunity Amount Sum on Account: https://success.salesforce.com/answers?id=90630000000gslUAAQ
Creating a Roll-Up Summary Field using "Smart Date" Filters: https://success.salesforce.com/answers?id=90630000000gsl7AAA
Regards,
Ashish
Thanks for your reply.there is concern when entering date literals in criteria.we cann't use date laterals in criteria.
Can u please explain in detail. that appraoch u suggested here..https://success.salesforce.com/answers?id=90630000000gsl7AAA
Thanks
Lakshman
Hi Lakshman,
Seems like the Date Literals are not supported in Roll up Summary fields.
You have to manually put the Dates >= 1/1/2014 and next criteria <= 31/12/2014 for this year.
https://success.salesforce.com/answers?id=90630000000h2erAAA
Regards,
Ashish
If i keep the values manually it will wont work in future..
Regards
Lakshman