Apex Code Development You need to sign in to do that
Don't have an account?
$Abhi$ Generation of Report that would show advanced/Regressed opportunities in given time period.
Hi,
I am trying to generate a custom report that would display opportunities in stage Value Proposition that have advanced(Their stage has increased in comparison to their prior stage.) or regressed (Their stage has decreased in comparison to their prior stage) for a given time interval.
I found a formula to obtain the regressed opportunities as follows:
OR(Amount < PRIORVALUE(Amount), Probability < PRIORVALUE(Probability), CloseDate > PRIORVALUE(CloseDate),CASE( StageName ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
"Closed Lost",9,0)
<
CASE(PRIORVALUE(StageName) ,
"Prospecting",1,
"Qualification",2,
"Needs Analysis",3,
"Value Proposition",4,
"Id. Decision Makers",5,
"Perception Analysis",6,
"Proposal/Price Quote",7,
"Negotiation/Review",8,
"Closed Won",9,
"Closed Lost",9,0))
I used this formula in the add formula section in Left side bar in a Summary report type, but it doesn't allow saving this formula.
Since this is not working so any pointers to achieve the above mentioned task would be of great help.
Thanks in advance.
You can't use PRIORVALUE in a formula except for validation rules and workflow rules. You need to use a History report and use the Old values and New values.