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anzar_crmanzar_crm 

Matrix Report Formula Field

Hi All,

 

I need to get the gap between Opportunity Amount and SAP YTD Orders custom currency field.

 

I have created a custom object in SFDC to load SAP financial data into. In need to build a matrix report to show the gap (difference) between sum of opportunities amount and the sum of same data in my custom object. The data should be grouped by region, country or product line.

 

I have created a custom report type Opportunity with SAP gap (Lookup in my custom object to Opportunity object). When I create the matrix report, I'm unable to create a formula field which is the gap between SFDC and SAP, here is an example:

 

FK_OPP_AMOUNT:SUM - SAP__c.YTD_Orders__c:SUM

 

Any help please ?

 

All the best,

 

Anzar