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Scott Janis 6
Cumulative Formula field repeating ...not stacking .
Hello,
I'm wondering why this formula is not working as expected. It should add the amount from the custom field (Type =currency) Opportunity.Formula_for__c:SUM and provide a cummulative $$ for each month. Instead its just repating the amount.
I have this excat function , just using the 'Amount' field and it works perfectly. I even swampe out the curency field in this formual for AMOUNT and still...it's repeating rather the stacking/cummulative.
I'm completely stuck.
Opportunity.Formula_for__c:SUM
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,1)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM
, CLOSE_DATE,1), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM , CLOSE_DATE,2)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM
, CLOSE_DATE,2), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,3)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM
, CLOSE_DATE,3), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,4)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,4), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,5)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,5), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,6)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,6), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,7)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,7), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,8)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,8), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,9)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,9), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,10)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,10), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,11)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,11), 0)
I'm wondering why this formula is not working as expected. It should add the amount from the custom field (Type =currency) Opportunity.Formula_for__c:SUM and provide a cummulative $$ for each month. Instead its just repating the amount.
I have this excat function , just using the 'Amount' field and it works perfectly. I even swampe out the curency field in this formual for AMOUNT and still...it's repeating rather the stacking/cummulative.
I'm completely stuck.
Opportunity.Formula_for__c:SUM
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,1)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM
, CLOSE_DATE,1), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM , CLOSE_DATE,2)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM
, CLOSE_DATE,2), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,3)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM
, CLOSE_DATE,3), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,4)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,4), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,5)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,5), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,6)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,6), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,7)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,7), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,8)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,8), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,9)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,9), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,10)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,10), 0)
+
IF(NOT ISBLANK(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,11)),
PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE,11), 0)
You can try this:
Opportunity.Formula_for__c:SUM +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 1), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 2), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 3), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 4), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 5), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 6), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 7), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 8), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 9), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 10), 0) +
BLANKVALUE(PREVGROUPVAL(Opportunity.Formula_for__c:SUM, CLOSE_DATE, 11), 0)
https://success.salesforce.com/answers?id=9063A000000iY8P