Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
SFDCAdmin73SFDCAdmin73 

custom formula in a report

I have field on the opporutnity that gives the $ amount of the opportunity for the current fiscal quarter. The reason is for this is because we have opportunities that are on-going over the course of several quarters.  However not every deal is a 'on-going' opportunity. Therefore on the report the 'Total Amount for Current FQ' field displays $0.00 for some of the opportunities.

I want to create a custom formula in the report that will display the value of the 'Total Amount for Current FQ' field and if the value = $0.00, then display the Amount value instead. 

How would I write this formula?
  • Total_Amount_for_Current_FQ__c:SUM
  • AMOUNT:SUM
I appreciate the help!

 
Best Answer chosen by SFDCAdmin73
Pramodh KumarPramodh Kumar
Hi SFDCAdmin73,

Please use this formula 
  
if( or((Amount_FQ__c==0.00),Amount_FQ__c==null), Amount__c,Amount_FQ__c)

Please change the API name while using the formula

let me know if you need any help 


Thanks,
Pramodh.

All Answers

Pramodh KumarPramodh Kumar
Hi SFDCAdmin73,

Please use this formula 
  
if( or((Amount_FQ__c==0.00),Amount_FQ__c==null), Amount__c,Amount_FQ__c)

Please change the API name while using the formula

let me know if you need any help 


Thanks,
Pramodh.
This was selected as the best answer
SFDCAdmin73SFDCAdmin73
Thank you Pramodh. That worked. 

Beth