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JSchneiderJSchneider 

Sum of picklist

I have a picklist with percentage values of 25, 50, 75, 100.  I have used them in a formula to fill fields by using VALUE(TEXT(Picklist_1__c))/100.

 

What I am trying to accomplish is a sum of that field in a report.  So if Opportunity A has 25, Opp B has 50, Opp C has 100, Opp D has 75; I get a sum of 250 (or 2.5).

 

Please let me know if this can be done or if I have to create another custom field (number) on my Opportunity to store this data and then get SUM that field.

 

Thanks!

Best Answer chosen by Admin (Salesforce Developers) 
Marko LamotMarko Lamot

then you'll probbaly have to create new formula field having just number (or procent)  of your picklist. don't see other way...

All Answers

Marko LamotMarko Lamot

you can sum that number-formula field  in your report 

JSchneiderJSchneider

That is only part of the whole formula, sorry I wasn't clearer. The full formula takes the Opportunity Amount and multiplies it by that in order to see how much money goes in the bucket.

Full formula I use is: Amount*VALUE(TEXT(Picklist_1__c))/100

Marko LamotMarko Lamot

then you'll probbaly have to create new formula field having just number (or procent)  of your picklist. don't see other way...

This was selected as the best answer
JSchneiderJSchneider
I ended up doing just that, the formula I used was:

IF(ISPICKVAL(Picklist_1__c ,"25"),0.25,
(IF(ISPICKVAL(Picklist_1 ,"50"),0.50,
(IF(ISPICKVAL(Picklist_1 ,"75"),0.75,
(IF(ISPICKVAL(Picklist_1 ,"100"),1.00,
NULL)))))))

Then I could report on the sum of this field. Thanks!