Monday, November 12, 2018

Saved Search to Show Highest Value on Summed Value

When creating a Customer saved search with the following results tab fields:

Field

Summary Type

Customer

Group

Opportunity: Sales Rep    

Group

Opportunity : Projected Amount

Sum


Results with show all Sales Rep but results needs to be filtered to only show the highest value on the Sum of the projected amount

Customer

Sales Rep

Total Projected Amount

ABC1

Sales Rep A

P 63,200

ABC1

Sales Rep B

P 223,200

ABC1

Sales Rep C

P 53,200

ABC1

Sales Rep D

P 83,200

Formula to be used:

Field

Summary Type

Formula

Name

Group

 

Formula (Text)

Maximum

max({opportunity.salesrep}) keep(dense_rank last order by {opportunity.projectedtotal})

Formula (Text)

Maximum

sum({opportunity.projectedtotal}) keep(dense_rank last order by {opportunity.projectedtotal})

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