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Formula error ?
I can´t see what is wrong - can you ?
Custom formula field "Industry Revenue Fit" combines two fields. Formula
Industry_Fit_Automatic__c & Revenue_fit__c
Gives a combination of letters, i.e. LL, ML, MM
Works fine
In next field, I would like to create a figure 1-3, depending on letter combination. I always get the "else value - Error".
CASE( IndustryRevenueFit__c, "LL", "3", "ML", "3","HL", "2", "LM", "3", "MM", "2", "HM", "1","LH", "2", "MH", "1", "HH", "1", "Error")
Is it so, that I can not include a custom formula field in this case formula ? Or, do you see anything else wrong ?
Greetings !
Tested your code and it works. Are letters in the two fields always capitalized? (It's case sensitive)
Only way you can troubleshoot this is to display the Industry Revenue Fit field to see what's in the field.
Thanks for testing. I am trying to automate the rating process of our prospects / customers, and I just get stuck. It is one of the last things in an improvementproject I would like to close...
Here is the whole scenario - the end result shall be i.e. 1HH (1 for total rating, High Industry rating, High Revenue rating).
1. In customfield "Industry", user chooses industry code from a picklist (the options are listed in the formula below)
1:2 Custom text formula field "Industry Fit" gives L, M, H according to this formula
CASE( Industry , "03 Construction","H","10 Electronics & Instruments","H","12 Logistic & transportation","H","14 Telecom","H","18 Finance, Insurances & Banking","H","21 Business Services","H","04 CPG","M","06 Media","M", "07 Chemical & Pharma Industry","M", "09 Manufacturing & Machinery Industry","M", "11 Vehicles (incl. Automotive)","M", "15 Energy & Utilities","M", "17 Retail","M", "22 Healthcare","M", "01 Wood, Timber, Glass, Cement","L", "02 Mining, Oil & Gas","L", "05 Paper & Pulp","L", "08 Metal Industry","L", "13 Touristic","L", "16 Wholesales","L", "19 Real Estate & FM","L", "20 Holdings & Investors","L", "24 Other","L", "None")
[works fine]
2. Standard field Annual Revenue is filled in.
2:1 Custom text formula field "Revenue Fit" gives L, M, H according to this formula
CASE( IndustryRevenueFit__c , "LL", "3", "ML", "3","HL","2", "LM", "3", "MM", "2", "HM", "1","LH","2", "MH","1", "HH", "1", "Error")
[This does not function - I only get i.e ErrorML, ErrorMM - hence, always the else value.]
(Question - is it possible to include a formula field (IndustryRevenueFit above) in the case formula above? Can this be the error - or is the formulas simply to big? It is possible to save them all - I had problems with compiling formula size in the beginning, but that has disappeard.
[[ I now rebuilt the field - and then got back to the compiling formula problem. It works if I only have a few "ifs" i.e. up to 3 values - but, above that it gets over 5000 (limit). The whole line adds up to 24000 - Probably thats why I got the Error (elsevalue) before ]]
5. Custom formula field "Account summary" gives i.e. 2HM according to the formula field below
Account_Prio_Category_Automatic__c & Industry_Revenuefit__c
[Formula works, - it combines the two fields, but only, as explained above, it only returns the else value from field "Account_Prio_Category_Automatic_c i.e. ErrorHM]
6. The combination of figure, letter, makes it possible for me to extract a matrixreport where I can see how many accounts I have in the different categories - hence, we can prioritize our resources.
Numbers of 2HL
Numbers of 1HM
Numbers of 1HH
and so on... In a beautiful matrix and a dashboard....
Conclusion
1 Industry chose industrycode from picklist
1:1 Industryfit is set to H, M, L
2 Annual revenue enter annual revenue in numbers
2:1 Revenuefit is set to H, M, L
3 Industry & Revenuefit is set to a combination of letters (i.e MH) from 1:1 and 2:2
4 Account Prio Category Autom. A number is set (1,2,3) depending on lettercombination in 3
5 Account summary Account Prio Category autom. & Industry & Revenuefit i.e 2MM
6 I can create reports.