Ask Search:
Zack LoeprichZack Loeprich 
I want to create a New Customer report showing accounts with a Prior Year Sales of $0 and a YTD sales >$0. However, not all accounts have their previous year sales expressed in a digit, but rather a character: - , while some are simply $0. How can I grab accounts where their previous year sales are not a digit (or currency)? 
Best Answer chosen by Zack Loeprich
Marc WilsonMarc Wilson
Actually, try this:
YTD sales greater than 0
Prior Year Sales equals 0 
Prior Year Sales equals ""

Then apply this filter logic:
1 AND (2 OR 3)
Alfredo OrnelasAlfredo Ornelas 
It's possible to change the color of my donut chart on Lightning Experience dashboard?

User-added image
Best Answer chosen by Alfredo Ornelas
Avin KramerAvin Kramer
Alfredo - I don't think it is currently possible in lightning. You may upvote for this idea:
Steve MolisSteve Molis 
Best practice tip:
Whenever you’re creating a Formula Field, Workflow Rule, Process Builder (or posting a Question about your Formula in the Answers Community), create a List View that includes all of the Fields that your Formula is evaluating side-by-side along with your Formula Field result (if it’s a Cross-Object Formula create a Report).  

Just because you clicked that Check Syntax button and you got that little green message saying “Congratulations!!!  No syntax errors in merge fields or functions. (Compiled size: 4998 characters)” doesn’t mean you’re home free. It just means you have the right combination of AND’s, OR’s, &&’s, ||’s, etc. you could still have a flaw or loophole in your Formula Logic.  

If you think getting a Syntax Error sucks, just wait’ll you have to explain to your boss why their Pipeline and Forecast Reports and Dashboards are wrong because you didn’t check the results of that shiny new Formula Field you built.
[Insert Winston Wolfe’s parable about premature self-congratulation]

Formula with QC List View
User-added image
User-added image

Cross-Object Formula with QC Report
User-added image
User-added image

Best Answer chosen by Steve Molis
Adam MarksAdam Marks
Steve, please make sure to mark a best answer! #keepourcommunityclean!

(that felt so ditry to type)
Lia McFarlandLia McFarland 
I'm trying to create a custom report that has Opportunity as the primary object with two other objects.  I kept on getting 0 data returned so I decided to simplify and try running a custom report on just the Opportunity object.

I ran the report after putting the report in development and after it was deployed.  The report I received back were only opportunities that were created by system admins.  I also attempted to save the report with Save Hiearchy Level unchecked.  No change. The venn diagram, clearly shows I should expect all opportunities back, right?

Yet, when I run a regular Opp report I get all results back.


Note: Date ranges for both reports are the same, all opportunities, all stages, no filteres added.
Best Answer chosen by Lia McFarland
Lia McFarlandLia McFarland
Did a bit of digging and found this:
Pretty much doesn't matter that I have read/write rights to all opportunities, this does not allow you to see the same data from a standard report.
Thank you all for your responses.
Brandon ChadwellBrandon Chadwell 
I need a fairly simple report, but cannot get the date right. I need a report that shows the Event Types at the top, the months on the side, and then I will also drag in the sales person's name.

Creating the Event type totals is easy.....but the date fields of course show exact dates, such as created date = 8/9/2017...I need that to say August instead.

I have attached a pic of what I need.

thank youUser-added image
Best Answer chosen by Brandon Chadwell
Krzysztof NowackiKrzysztof Nowacki
Hi Brandon,
Looks like matrix type of report. 
You need only to change the data field grouping by.
Please check that I made:

User-added image

Cody BustamanteCody Bustamante 
I've done extensive searching and fiddling around on how to make this happen but am still stumped. I know there is a Last Stage Change Date, but it is reported in date formate. I need this report to generate the number of days so that it can be used in a dashboard, to monitor if an opp has been in a stage for too long. 

These are my solutions but they have their flaws:
- Create custom fields that can be manually updated to reflect stage. (This allows employee manual manipulation opposed to having it autogenerate. 
- Use the probability as a baseline as they are attached to a stage, the only problem is sometimes the probability history reflects a change when in fact the actual probability has not changed. 

Someone, please help!!!!! If Last Stage Change Date was available in formulas I would have no problem but for some reason, it isn't available for formulas. Are there any workarounds/ can someone help me build a formula to help?
Best Answer chosen by Cody Bustamante
Steve MolisSteve Molis
In PB you'd use "when the Record Changes"
like this
1User-added image
2User-added image
3User-added image
Chris GordonChris Gordon 

I am attempting to build a stage duration report to show the length of time opportunities average in each stage.  Anyone have any tips?

Best Answer chosen by Miglena ( 
Steve MolisSteve Molis
1. Create an Opportunity History Report.
2. Then select Summary or matrix as the Report format.
3. Group the Report by Opportunity History: From Stage
4. Select the Stage Duration field and Summarize(Average)
5. Get me a beer (because you owe me) 
User-added image
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
Jimmy JayJimmy Jay
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:

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.
Raquel RiemerRaquel Riemer 
Can I get a report of the audit trail on contact fields.. I want to see what a specific user changes on a day to day basis.. We have these fields already set to audit however i need to see the changes in a report or at least in excel
Best Answer chosen by Raquel Riemer
Geoffrey FlynnGeoffrey Flynn
Hi Raquel,

You should have a contact report type called "Contact History" by default if you are have field history tracking turned on.  Keep in mind that turning it on only tracks changes moving forward, so if you just activated it, you won't see past changes.

Get your filters and summaries right and you should be good to go.
Romer R.C.NepomucenoRomer R.C.Nepomuceno 
Hi Guys,

Im new at this and i wanted to create a stack bar graph with a line chart as a cumulative grand total. I cant seem to figure this out.

User-added image

Best Answer chosen by Romer R.C.Nepomuceno
Nicole CarielloNicole Cariello
This should be able to be accomplished with a Cumulative Line Charts. That should show as an option when you are selecting the chart type