• calbear
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hi there,
we have this formula that calculates the number of quarter difference between today and 1 date field:
-----
if( (YEAR( DATEVALUE(NOW()) ) - YEAR(commit_date__c ))=0,
CASE (MONTH(DATEVALUE( NOW())),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null
)-
CASE (MONTH( commit_date__c),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null),CASE (MONTH(DATEVALUE( NOW())),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null
)-
CASE (MONTH( commit_date__c ),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null)+(YEAR( DATEVALUE(NOW()) ) - YEAR(commit_date__c ))*4)
-------
so if my commit_date__c = 3/23/2019, then the formula would return 4 (4 quarters difference from today vs that commit_date.
the formula works fine when we're on normal calendar :
Q1=Jan, feb, Mar
Q2=April/may/jun
Q3=jul/aug/sep and so on

today we want to switch our company quarter to the fiscal quarter9
4-4-5 weeks format).  anyone knows how to use formula fields to calculate the above formula or any formula that is related to fiscal calendars.  It seems like no formula whatsover can be built to return fiscal quarter, fiscal month or fiscal year from a date field.

our fiscal Quarter-1 for this year: from 01/27/2020 to 04/26/2020
fiscal Q2: 04/27/2020 to 07/26/2020
fiscal Q3: 07/27/2020 to 10/25/2020
fiscal Q4: 10/26/2020 to 01/31/2021

thanks & appreciate any inputs,
Hi,

We are considering moving our Account object from 'Public Read/Write' to 'Private, and I'm not sure what would be the impacts.  The whole idea is we want to expose Account and Contracts (has a master-detail relationship) to our portal. When Account moves to Private, I think Opportunity/Quotes are also set to Private.  We then add sharing rules to grant all of our internal users to have full access to Account/Opportunity/Quotes.

The question is whether or not this has any impact on reports (especially users' custom reports).  When moving Account to 'Private', do all report filterings break ? (esp. users own reports that make reference to account/opportunity/quotes. And if so, even if we add back sharing rules to grant internal users full access, do any of users report filters back to work normally ?

-KN

Hi,

I have a requirement to calculate commission for all sales guys based on their quota and their actual numbers.  However, commission is calculated based on their base salary.  Since commission, salary are very sensitive information, we want to really restrict access to salary, commission even to the System Admin folks.  We have about 6-7 people as System Admin across the globe.  I'm looking around, but cannot find any solution that even prevent System Admin people to see these sensitive data.

Is there a way, or a feasible solution to implement a password-protected objects/fields that only allow those who have passwords to access to those sensitive information fields (salary/commission) ?  I know the nature is that System admin would be allow to access everything.  So, not sure as if I can add another layer of password protection to certain objects or certain fields.

Any thoughts would be approciated.

Ken

hi there,
we have this formula that calculates the number of quarter difference between today and 1 date field:
-----
if( (YEAR( DATEVALUE(NOW()) ) - YEAR(commit_date__c ))=0,
CASE (MONTH(DATEVALUE( NOW())),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null
)-
CASE (MONTH( commit_date__c),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null),CASE (MONTH(DATEVALUE( NOW())),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null
)-
CASE (MONTH( commit_date__c ),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
null)+(YEAR( DATEVALUE(NOW()) ) - YEAR(commit_date__c ))*4)
-------
so if my commit_date__c = 3/23/2019, then the formula would return 4 (4 quarters difference from today vs that commit_date.
the formula works fine when we're on normal calendar :
Q1=Jan, feb, Mar
Q2=April/may/jun
Q3=jul/aug/sep and so on

today we want to switch our company quarter to the fiscal quarter9
4-4-5 weeks format).  anyone knows how to use formula fields to calculate the above formula or any formula that is related to fiscal calendars.  It seems like no formula whatsover can be built to return fiscal quarter, fiscal month or fiscal year from a date field.

our fiscal Quarter-1 for this year: from 01/27/2020 to 04/26/2020
fiscal Q2: 04/27/2020 to 07/26/2020
fiscal Q3: 07/27/2020 to 10/25/2020
fiscal Q4: 10/26/2020 to 01/31/2021

thanks & appreciate any inputs,
Hi,

We are considering moving our Account object from 'Public Read/Write' to 'Private, and I'm not sure what would be the impacts.  The whole idea is we want to expose Account and Contracts (has a master-detail relationship) to our portal. When Account moves to Private, I think Opportunity/Quotes are also set to Private.  We then add sharing rules to grant all of our internal users to have full access to Account/Opportunity/Quotes.

The question is whether or not this has any impact on reports (especially users' custom reports).  When moving Account to 'Private', do all report filterings break ? (esp. users own reports that make reference to account/opportunity/quotes. And if so, even if we add back sharing rules to grant internal users full access, do any of users report filters back to work normally ?