BobbyHollis
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Joined 6 years ago
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Please Help with Percentage Calculation for a Report Formula
Hey community! Hoping someone can help me craft what must be a simple custom formula in a summary report that I just can't figure out. In my screenshot, I have a simple summary, and what I'm trying to do is calculate the percentage of "confirmed" and have it as a live percentage. I need to divide the confirmed count into the sum of all the dispositions. I figured out the (Contains([Cashflow],"confirmed")), thinking this may be part of the formula but when I try to get the sum it seems not to take things like "+" or "OR" when trying to sum all of the dispositions. So need a Report Formula that does this: [Cashflow],"confirmed" / Sum of ("confirmed","empty","maybe","declined","pending") or [Cashflow],"confirmed" / Total of [Cashflow] for each month, or row doable? THANK YOU! Bobby ------------------------------ Bobby Hollis ------------------------------Help! This formula has to be simple, but it's not ... for me
Hey there, trying to make a formula field in a report that simply flags product names that changed at certain points of the funnel. The fields referenced in my attempt are fields that capture the product name at certain stages, got that figured out, but now I want a report that shows only those that changed. First stage field (text) I have memorialized is called Product @ PQ Second stage field (text) I have memorialized is called Product @ CFC Basically, want it to say 'If the Product @ PQ DOES NOT EQUAL Product @ CFC, "YES", "NO" My attempt: IF (Contains([Product @ PQ],"SBA"), Contains([Product @ CFC], "Conventional"),"YES","NO" screenshot of my error: ------------------------------ Bobby Hollis ------------------------------Re: How to calculate the number of months between 2 dates
Hey QB Team! I am seeking to do the same, calculate the number of months between a date and (today), looks like this thread addressed it but the URL above & referenced as a great solution is broken (says "Sorry! The page you requested was not found") Can anyone share the formula? Tied to this I am trying to look back at my company's sales by channel and get an average per month sales since their first sale, then make another field next to it that shows their sales in the last 30 days so my sales team can see if their account is declining or growing. Thank you ! Bobby ------------------------------ Bobby Hollis ------------------------------Simple If & OR Ain't So Easy For Me !
Howdy! New user here getting better every day! I just found this community and glad to see so many helpful people! I need a field that returns a "YES" if one of two other fields meet certain criteria. One of the fields is a Text (lookup) type, the other is a Text - Multiple Choice type. Seems important to say that because I have seen comments about how multiple-choice fields are not conducive to isnull statements, and I have tried the 'trim' trick seen posted to no avail. My goal for this field, that is referencing these other two fields, is if the Text (lookup) field contains [CERTAIN TEXT] OR if my Text - Multiple Choice has literally anything in it (not null), then my field delivers a "YES". Otherwise, I would like it to remain blank. The Text (lookup) field = [Partner - Name] The Text - Multiple Choice = [Status] This is what I have tried: IF([Partner - Name]="Funding Circle" OR if(isnull([Status]), "Pending", "Complete") If([Partner - Name]="Funding Circle" OR [Status]=null,"YES","") If([Partner - Name]="Funding Circle" OR If (Trim([Status])="","YES","") Is this possible? Go easy on me - I'm anything but dev-minded but love a good puzzle ------------------------------ Bobby Hollis ------------------------------
