Salesforce: Report Cumulative Formula

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  • Опубліковано 6 жов 2024
  • In this short video I will demonstrate how to do a cumulate total in salesforce reporting.

КОМЕНТАРІ • 9

  • @PierreKoever
    @PierreKoever Рік тому

    Thanks you so much for this ! Very helpful for my desire to build MAT's / Rolling Totals / Last-Twelve-Months into Salesforce.

  • @ivorthecheeseman
    @ivorthecheeseman 3 місяці тому

    this is awesome, thanks mate!

  • @facundocarreras3267
    @facundocarreras3267 5 місяців тому

    Sos un capo hermano, me salvaste. Gracias.

  • @PabloGarfunkel
    @PabloGarfunkel 2 роки тому +1

    So, this is great and am putting it to use... except I am hitting a huge snag...
    I am trying to do a rolling 12 months sales report... so I just replicated your proposed formula x12. Problem is I have months where there are no data points (no records) and Salesforce, in such case, just omit period in the summary report :-\
    So I am ending with not really a last 12 months rolling sales report, but rather last 12 available iterations with records on the period. How would you propose to deal with that gap?

  • @aslambagwan6032
    @aslambagwan6032 2 роки тому

    Thanks

  • @edwilson9183
    @edwilson9183 2 роки тому

    Is it possible to spit out a percentage increase instead of currency?

    • @tinaodell7268
      @tinaodell7268 6 місяців тому

      Yes, you will use ----( the cumulative amount formula) / PARENTGROUPVAL(Amount__c:SUM , GRAND_SUMMARY)

  • @Chelseaclaire100
    @Chelseaclaire100 2 роки тому

    Can you do this for all time? It seems to only let me do up to 12 months?