You need to sign in to do that
Don't have an account?
Please Need Sollution for this formulae Calculateion?
In Contact i have a Field "MTD Sales". this Field is Rollup SUM to another Object "Policy" Field . and this Policy Field Name is "Sales".
and this Policy Field "Sales" is Rollup SUM to other object Transaction, the Field name is "Amount."
is this clear? if any querries ask me about this question for better understand.
So simple in Transaction Field we have "Amount" field, so we enter amount.
in policy object "Sales" Field has Rollup on this "Amount".
In Contact "MTD Sales" Calculated from "Sales" which is Rollup on Policy obj .
Roll UP (SUM) Roll UP (SUM)
MTD Sales (Contact) --------------------------------------> Sales (Policy) -------------------------------------->Amount (Transaction)
So in Policy Object "Sales" field
(Field) (Opertaot) (Value)
Field Criteria is CurrentMonth Equals Y
This "Y" value is coming in flat files we upload data through dataloader and "Currnt month" field is Transactions Obj Field.
so now the problem is the current month calculation is Wrong caluculating. it was Calculating Last 30 Calender days instead of calculating Current month. please give me sollution can i write any formulae or workflow for this ? if so provide sollution also.
i want to give some more information. i have a filed "Month Calculation" on Transaction obj. This is Formulae field. and the formulae written in this is..
IF (
(Month(TODAY()) = (Month (Transaction_Date__c))), "Y", "N")
By using this Field can we write any workflow to Calculate Current month Calculations? how to trigger this.
Hi,
From what I manipulated is you require a formula which returns YES when it is the current month or No if it is not in the Transaction Object. You have created your Rollup Summary Hierarchy and the Sales Object one depend on the Transaction DateField which you compare with the Current Date.
Follow these steps :
1. Create a Workflow in which all records enter.
2. Create a Field Alert over the "CurrentMonth" Text Box using TransactionDate Field [I am taking it as a "DateField"]. And write the following formulae
IF( ((MONTH(gautamsingh__DateField__c) == MONTH( TODAY() )) && (YEAR(gautamsingh__DateField__c) == YEAR( TODAY() ) )) , "Yes", "No")
I have utilized 2 fields
1. DateField which contains the Date which I will compare with the Today's Date.
2. I have a text field called "CurrentDate" which have value Yes or No Depending upon the formula in the workflow.
Let me know of it worked ?? or you are facing any issues ?
Also , Do compare it with Year also as there may be a chance that a person enter 19-08-2013 or 19-08-2014.
Important :
Hit Kudos if this provides you with useful information and if this is what you where looking for then please mark it as a solution for other benefits.
Thank You
No still it was not worked...it shows last 30 calender days total instead of current month