calculated field in a report
For reports, it looks like the 'formula' field option is only available if you display a report summarized in some way. Is there any way to add a 'calculated field' (that's what it is called in Access I believe); i.e. an additional column with a formula that calculates separately for each row. In this case, I wish I could add a column that would show a simple subraction--difference between expected and total value won opportunities. I think I can add a custom field to campaigns to do this math and then just display this custom field...but I wondered if there is a way to do this on the report end, without messing with other settings--this would be less intrusive. I guess I'm used to doing it in Access, and it is so useful to be able to do calculations like this on the fly, for each record.
What I would recommend trying to do s create a formula field on the object that you are working with (looks like Campaigns here), and try to make the calculations you are looking for on each object. You can use some IF statements to use different calculations depending on criteria.
What is the formula/result you're trying to display? (Object, Fields, calculations, etc.)
Next problem is that I am unable to show this report as is in a dashboard--which was the purpose of it. I tried to make a table element in our dashboard, using this report as the source--first it told me I needed to either use a summary view in the report, or specify row limit and dashboard settings. I set row limit and filled in the dashboard settings on report, and got the strange dashboard result below. The I played with summarizing the report in various ways (even though the data does not need summarizing) to appease it and didn't really get anywhere. It would only show 2 columns (not 4 as in the report).
Can you make a mock-up of what you'd like the DB Chart to look like and post a screenshot?
I can make a mockup but really I wanted the dashboard to look EXACTLY like the report. Only purpose is so people in office that don't want to use SF will see it without having to go looking for the report--some of them also use blackberries. The 'table' in the dashboard seems to only want to display 2 columns, no matter what I do. I just want to show the report just the way it looks in the report window--with the 4 columns.
It seems like a super simple thing, but I can't seem to get it to work.
Could you possibly send screenshot of how your report is set up--
I had noticed these 'table columns' before, but mine don't offer option of all the columns that are in the report. It only gives me 'campaign name' (the first field) and record count (not a field, but what SF started showing when I summarized by campaign name).
Sorry to be so dense, obviously very new to SF. Thank you so much for your help.
No worries, you're not dense just new to the system, just like I was when I first became an SFDC Admin (although some folks would argue that I'm also quite dense).
For my report I created a Summary Report grouped by Account Name, and I summarized 3 seperate $Amount fields fields on the Opportunity.
Where are the $Amount fields that you're trying to display in your chart located? Is everything on the Campaign object?
yes, the $amount fields are all on the campaign object. When I created the report I made it as a 'campaign, campaign' type of report--in the window where you have to specify that. We have a campaign to hold opportunities for each fiscal year--the opportunities are memberships people have purchased. I tried making a 'campaign, campaign with opportunity' report--and for some reason in this report the 'expected revenue' field for campaign was not available, only expected revenue for the opportunities was available to pick. However my custom 'revenue difference' campaign field is available. wierd. It just occurred to me that maybe it doesn't let me access the field because it has the same name? Maybe if I make a custom field that holds the same expected revenue figure but is named something else it will let me use it? The 'Total Won opportunties' field is not available either, but I can get that by summing the opportunity 'Amount' column. hmm. I will play with it some more.
You're gettin' there... I think you need to just use a Summary Report (grouped by Campaign Name) and summarize the $Amount fields that you want to appear as columns in your DB Chart.
I did get this to work more or less, thanks to your help.
At lower right I really wanted to show actual records, names, of people/companies about to expire. That way our director could see the names and call them when he has a bit of spare time in between meetings. It seems that SF wants you to summarize everything, rather than show records. When I tried to make the table in the dashboard based on a report that was NOT summarized it would only show 2 columns. Oh, well.
You're really on the cusp of the whole Dashboard/Report thing. At some point you just have to say "If the user needs to see that level of detail, then they really should be looking at the underlying report and not a dashboard chart"
In opportunities I have:
I want to multiply these together to get $/ year
So basically I already have fields A and B. I need to add field C = A * B
How do I do this? In set up? In developer? In C++?
Pls help! Thanks! D
Create a new formula field of type currency ($). Then use your fields to do the calculation. For example:
Field_A__c * Field_B__c
Just replace the temp field names with the actual field names that you can get from the Insert field button on the Formula editor.