Friday, December 28, 2018

Display Total Opportunities Without Partner Association for Each Month


User needs to create a list of opportunities without a value for Partner. The user prefers to see the result on a per-month basis.

To create the report:

1. Navigate to Lists > Search > Saved Search > New.
2. Select Opportunity.
3. Under Criteria tab, insert:

  • Filter = Formula Text
  • Description = is empty
  • Formula = {customer.partner}

3. Under Results tab > Columns subtab, set the following fields:

  • Field = Customer
    • Summary Type = Group
    • Summary Label = Customer
  • Field = Formula (Numeric)
    • Summary Type = Sum
    • Formula = Case WHEN {customer.partner} is NULL Then 0 ELSE 1 END
    • Summary Label = Total Estimates Without Partner
  • Field = Formula (Numeric)
    • Summary Type = Sum
    • Formula = DECODE (to_char({datecreated}, 'MM'), 01, 1,0)
    • Summary Label = January
  • Field = Formula (Numeric)
    • Summary Type = Sum
    • Formula = DECODE (to_char({datecreated}, 'MM'), 02, 1,0)
    • Summary Label = February
  • Field = Formula (Numeric)
    • Summary Type = Sum
    • Formula = DECODE (to_char({datecreated}, 'MM'), 03, 1,0)
    • Summary Label = March

5. Click Save & Run.

Note: The result of the search shows the number of opportunities per customer that are not associated with any partner record. The result displays the count in a monthly basis. Additional months can be displayed by following the sample formula given above.

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