Hi, thanks for the video. I am using the prevgroupval, to get the difference in revenue from current quarter to previous quarter. Its working except that its not returning the grand total. Is there any way since this prevents me from creating a donut chart that shows grand total and is sliced by the opportunity owner. Really would appreciate any tips!
This is really helpful, however how would you only apply the last example to calculate for each group - for instance the CY2017 values only calculate based upon the 2017 fiscal periods, without being impacted by the 2016 fiscal period? i.e how to force q3-2017 to give an empty value as there's no prior 2017 value.
Thanks for the feedback, I'm glad to hear it! To answer your question - if I'm understanding correctly, I believe you would use a plain summary formula (so not PARENTGROUPVAL nor PREVGROUPVAL, since those are specifically for being able to work across groupings). Unless I'm misunderstanding how you'd like the calculation to run
Thanks, much appreciated! Not sure what you mean by the dashboard question. Are you asking if it's possible to show the formula result in a general Salesforce dashboard (not shown in this video)?
Your videos are amazing! Thank you so much for the detailed explanations and examples.
Glad they can be of help!
Hi, thanks for the video.
I am using the prevgroupval, to get the difference in revenue from current quarter to previous quarter. Its working except that its not returning the grand total. Is there any way since this prevents me from creating a donut chart that shows grand total and is sliced by the opportunity owner.
Really would appreciate any tips!
This is really helpful, however how would you only apply the last example to calculate for each group - for instance the CY2017 values only calculate based upon the 2017 fiscal periods, without being impacted by the 2016 fiscal period? i.e how to force q3-2017 to give an empty value as there's no prior 2017 value.
Thanks for the feedback, I'm glad to hear it!
To answer your question - if I'm understanding correctly, I believe you would use a plain summary formula (so not PARENTGROUPVAL nor PREVGROUPVAL, since those are specifically for being able to work across groupings). Unless I'm misunderstanding how you'd like the calculation to run
Awesome video! Question. Is it possible to show the percentage change values in the dashboard?
Thanks, much appreciated!
Not sure what you mean by the dashboard question. Are you asking if it's possible to show the formula result in a general Salesforce dashboard (not shown in this video)?