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Daniel GonzalezDaniel Gonzalez 

Hi SFDC Community,

I'm having a bit of trouble creating a percentage formula for my report. In looking at the screenshot below, here's what I want to do: I want to show the percentage each rep has in each stage in relation to their respective totals. For instance, you'll see that Ashley has a Grand Total of Total Price at $241,216.70 and that she has $10,500.00 in Stage 6. What I want to show is the percent of her total that's in each stage - stage 6 would show 4.35%, Closed Won would show 92.48%, and Closed Lost would show 3.17%

So far, I've only been able to create a formula that shows percentages in relation to the Grand Total, which is not what I'm trying to do.
 

Thanks!User-added image

Best Answer chosen by Daniel Gonzalez
Sunil SarillaSunil Sarilla
Hi Daniel,
You will need to setup the custom summary formula field as below
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report screenshot
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Custom Summary formula
AMOUNT:SUM/
PARENTGROUPVAL(AMOUNT:SUM, FULL_NAME, COLUMN_GRAND_SUMMARY)
Just replace the AMOUNT:SUM in the above formula with the Total Price SUM , click on insert summary fields select Total Price and select SUM
 
Pierre FEVRIERPierre FEVRIER 
Hi, I would like to make a chart like bellow (grouping by month to be able to show evolution between years). Anyone to help me ?
Image ajoutée par l'utilisateur
Best Answer chosen by Pierre FEVRIER
Chris EdwardsChris Edwards
This is possible wherever you have two fields to store the date. This is because one of the fields needs to form the chart's X axis and the other can form its bar groupings.

If you're trying to do this with a field like Lead Created Date or Opportunity Close Date, then the standard leads and opportunities report types already give you two date fields to use. You'd then just need to group them in different ways using the Group Dates By function as below:

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If you're not lucky enough to be given these separate fields by default in your report, you can create an additional formula field on the object in question to copy the date you need - that will then give you the same date across two fields, and you can group them as above.

Hope that helps. 
 
Steve MolisSteve Molis 
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the top Account in the hierarchy. 

*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***

Datatype: Formula 
Result: TEXT 
Formula: 
 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Name)),Parent.Name,
Name)))))

 
Best Answer chosen by Miglena (Salesforce.com) 
Steve MolisSteve Molis
An #AWESOME bonus tip from @Jeremiah Dohn to turn the Ultimate Parent into a Hyperlink to that Account

Datatype: Formula 
Result: TEXT 
Formula: 
 
HYPERLINK('/' + 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Name)),Parent.Id, 
Id))))), 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Name)),Parent.Name, 
Name))))))

 
Hiro SaHiro Sa 
Just to confirm, if there is a job in Scheduled Jobs with a Type value of Report Notification, these are reports users Subscribed to (different from scheduling a future report run)? Also, I noticed that every Job Name for these Report Notification types are in jumbled alpha numberic values. How can you tell what report this is refering to?
Best Answer chosen by Hiro Sa
Jeff MayJeff May
That is correct.   And, there is no good way to match the job name with the report name.
Andrew NerneyAndrew Nerney 
Here is what I hope is a really dumb question:

How do I remove fields from a custom report's field layout? I can add fields without any problem, but when I try to drag a field off the layout, it isn't removed. If I hit any of the "delete" links, I get warnings that I am about to delete an entire section.

There has to be a simple explanation to this (probably user error).

Is there some kind of permission setting that I need to have tweaked on my profile? Or am I just not skilled with the ole mouse and keyboard?
Best Answer chosen by Jayson (salesforce.com) 
Chris McCallionChris McCallion
It wouldn't work for me in Chrome at first, but try this...drag your field over to the "Available Fields" box on the right and then drag it up just a little to the top over the edge where it turns gray and says "previous page / next page"; or drag it to the right off of the box a little.  By doing that I was able to get the heavy black outline and it took my field.  Now each time I remove a field I have to drag it around a little bit beyond the bounds of the box and something triggers in chrome or javascript to wake up and eat my field.
Best Answer chosen by Erika Walcott
Liam HeppenstallLiam Heppenstall
Hi Erika,

Take a look at this post: Click Here To View Post (https://trailblazers.salesforce.com/answers?id=9063A0000019cxUQAQ)

It looks like you might have missed off other public groups that require access.

Cheers,
Liam
Jeremy MetzlerJeremy Metzler 
I would like to report on the number of times a Close Date changes per Opportunity. Is there a formula field or Report formula I could create. I have tried creating an Opportunity Field History Report but that doesn't work as i get too many rows per each Close Date Change. Anyone have any ideas?
Best Answer chosen by Jeremy Metzler
James JetchickJames Jetchick
Hey Jeremy,

I actually just implemented this for my own org, it is not built in functionality but can be built with a workflow rule. Create a new number field Close Date Changes.

Create a workflow that fires everytime an opportunity is created or edited. The formula for the workflow criteria should be:
ISCHANGED(CloseDate). 

The workflow rule should run a field update that changes the Close Date Changes field to a value of Close_Date_Changes__c + 1.

This will only work going forward but you can get historical data in there using some excel manipulation. 

Excel work:
1. Make a salesforce report using the Opportunity Field History report type.
2. Add a filter that says Field / Event = Close Date
3. Really the only field that needs to be on this report is Opportunity ID.
4. Export this report to excel.
(I am going to assume Opportunity ID is in Column A for the excel formula)

5. Cell B2 put an excel formula =COUNTIF(A:A,A2) then fill this formula all the way down.(This represents the number of close date changes for each Opportunity ID)
6. If you want it nice and clean, copy and paste the VALUES(not the formula) from column B into column C then using the excel remove duplicates functionality remove duplicates on column A.(this step isnt needed, just cuts down on the number of update calls from the data loader)
7. Use the data loader to update all the opportunities in this excel mapping Opportunity Id to Id and column C to the Close Date Changes field we made.
Daniel FriedmanDaniel Friedman 
I have stacked charts grouped by probability - in the legend in a lightning dashboard, the probability values are displaying out of order.  I have the 'sort rows' setting as 'label ascending' to display the order of the bars on the chart I'm looking for,, and when I set it to 'value ascending' it still doesn't fix the bar grouping order.

Additionally, I've sorted the probability ascending in the source report and it made no difference.  

I thought this known issue fix would solve this problem but still seeing it: https://success.salesforce.com/issues_view?id=a1p3A000000ECbOQAW

Screenshot attached - any advice?

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Best Answer chosen by Daniel Friedman
Ajay DubediAjay Dubedi
Hi Daniel,

Please see the below screenshot. I have created a Matrix report to resolve your issue.
Please create a matrix report and sort group descending both fields.

Most important thing (see screenshot 2) Use chart settings from report.
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Hope it helps. Please mark it as Best Answer if it helpful.

Thanks
Ajay Dubedi
Dave HaneyDave Haney 
I wanted to create 3 different dashboards (1 for sale reps, 1 for sales managers and 1 for executives) and then have that dashboard automatically show up based on the profile of the user (we have profiles of rep, mgr and executive).

Is there a way to do that or do I have to go into each user and have them select the dashboard?
Best Answer chosen by Dave Haney
Chad MoutesChad Moutes
You are going to want to save each Dashboard in its own folder and then go here:

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After you click share, share the folder only with the specific profile you wish to see the dashboard and there you go.
Simran SamraSimran Samra 
Hi, what does it mean by 'GA' in 20.8 B2C GA Update?
Best Answer chosen by Simran Samra
Mikey BrownMikey Brown
Hi Simran, 

GA stands for Generally Available, meaning it's available to all users across all instances. Whereas prior to GA, only some instances may be migrated over, or functionaliity might only be available in a preview or beta program.

Thanks,
Mikey