im creating a salesforce report on users to get the total number of users by profile that have not logged in since 1 month.
Report example
The Profile and Type of license is fields on the User object.
I'm trying to make a formula to get the total number of users that have not loged in for more than a month per profile. The example can be seen in the fourth column in the excel.
I'm trying to do a summary formula column, but i'm having difficulties writing the proper formula
Related
Part of the org app has yet to transition to Lightning, so this question relates to Classic and Reports. I need to get a Unique Count of PICKLIST FIELD linked to a Parent Object
I can't use UNIQUE COUNT ID as it's CLASSIC. I'm hoping someone can assist,
Need to create a report in salesforce on Campaign Members with the report type Campaign Members with Contacts that shows a unique count on;
Parent Object(Campaign Members)
with Field 'Status': Value = 'Volunteers' - who are both active and inactive
Per quarter
Currently, the Classic report with a cross filter shows the same volunteer multiple times.
My approach was to create a Formula Field on the Campaign Member Object.
The Formula, Datatype (Number), Advanced Formula
No of Volunteers CM (Number) = ISPICKVAL(Status, "Volunteer")
I'm getting the following error message
Error: Formula result is data type (Boolean), incompatible with expected data type (Number)
I'd welcome your input. Thanks
I found a way by switching between Classic and Lightning and then back.
As "Report builder" in Lightning was actually based on the "Classic Report builder". Reports & Dashboards were never built ground-up for Lightning. 2/ With that understanding, we can follow the rules:
(a). A report created in Lightning could not be accessed in Classic but
(b). A report created in Classic could be accessed AND edited in Lightning.
I created the report in Classic, then switched to Lightning to add the Unique Counter to the Full Name Column.
It is important that when editing the Column you don't put the cursor on the downward cursor on the top right of the column (still shows the Classic options) but instead to go to the EDIT button on the top right of the page and then go back to column to edit where the Unique Values option show up. Equally, if you switch back to Classic the Unique Value is lost. So either export data & save or each time you will have to switch back to Lightning and choose the Unique Values option to view the report.
Alternatively, just do the report in Lightning in the first place!!! ;-)
Thanks #eyescream for assisting too.
I need to create a report that is using 2 datasets. One (yellow) is bringing product data, the other (green) is bringing company and quantity data. They can both be linked using a unique ID field.
One product may be used by up to 8 organisations and each organisation may have multiple departments.
Can someone explain how I can build a report to give the excel output as shown in the image.
I am familiar with lookup in SSRS, but not sure how to use this where groupings are required from the second dataset.
I am working on a Unity3D augmented reality app (iOS and Android) where I want to send AR campaign data to Google Analytics.
Example of what I exactly want to do
Information about AR campaigns available,
Category (can be anything...automobile, entertainment or travel), campaign name (each campaign is related to only one of the categories), user gender and age (available from login details).
I want the grouping of data on Google Analytics by,
category - data of all the campaigns grouped by each category
gender in a given category - data of how many males / females scanned a particular campaign, category wise
age in a given category - data of user's age who scanned a particular campaign, category wise
gender regardless of the category - data of how many males / females scanned a particular campaign irrespective of category
age regardless of the category - data of user's age who scanned a particular campaign irrespective of category
So as to generate and export reports for each of the above mentioned group.
I sent a couple of screens and events to GA but not sure how to group data as per my requirements and generate reports. I couldn't find any documentation of tutorial that describes a similar use-case. I am using the latest plugin from Google Analytics.
Any help is much appreciated.
Thanks!
I am currently the Salesforce administrator of a company Enterprise account. Our accounts are made up of universities. I was asked to implement a form for trips.
The trips basic information is: Trip name, University, Region, Country, Project manager and Project manager met. I created the object trip and added the custom fields using lookup relationships with contacts and accounts. This was very easy to do so.
The first problem is as we move through the form. The next section is about the university info which has these fields: Number of students, Number of faculty, Language. They are asking me that these fields override the information that was previously stored in the account. Like if you pick X university and it had 200 students originally, then if I write 205 in the field , it will overwrite the previously set number.
My second problem is, in the next section of the form they have an objectives section.
For example, there is a text field with the label :
"Objective 1 ___________" +
if you want to add a new objective there is a "+" sign that will create a new field
"Objective 1 ___________" +
"Objective 2 ___________"
How can I achieve this? Is there a way with basic creating system? Do I need to create a Visualforce page? Thank you for your help.
This is what I understand of your 1st problem: On the trip object you have a lookup to account (university) and there are number of students etc field on the trip object and whenever a user updates it here it should be update back in the Account Object?
Instead of doing this, as you're already capturing all this data in the account object, use formula fields in the trip object to populate the data. This i think would be a better data model. But if you still wish to do it the way you intend to then you will have to write a trigger on trip object and update the account with that information. The problem with the second option would be: lets say you create a trip 1 record and update the #of students to 210, and this would be updated in the account as 210. And then you create a trip2 record for the same account and here you input the value of the #of Students field to 230, so the account(university) record with the value 230. But the problem is the value in trip 1 record will still remain 210. I hope you understand what I am trying to explain.
Coming to the 2nd Problem:
Here too the data model will be slightly different:
Create another object called Objective which has a master detail relationship with the trip object. So the Objective will be a related list in the trip object. For every trip there will be a number of objective which you can add in the related list. This is quite simple and there would be no need of any coding. But if you want to add the + sign which would display another field when the user clicked on it: In this case too the data model is the same, but you would need to create a VF page(which could either in-line VF page or a entirely an independent VF page) and then whenever a user clicks the + sign a new field is shown.
I am creating a Travel Expense Report using Microsoft Access 2007. I am new in creating this. I already created tables and forms in MS Access. I have a meal, transportation, and other allowances in my table. The user of the application will enter his/her expenses for the whole week in the table. I already figured out on how to get the total of each expenses in rows. My problem is how could I get the total of each allowances like the total of all meal, total of all transportation, and total of all other expenses for the entire week..
In the design view of your report add report header and footer sections if you don't already have them (this is on the arrange toolbar).
In the report footer add text boxes (report design toolbar) for each expenses total you wish to calculate. Resize and align the text boxes so they line up with your expenses columns in the detail section.
Change the control source of each expenses total by typing directly into the text box
=sum([expensenamehere])
e.g.
=sum([Meal])
you'll need to change the format of each expenses total to Currency (text box properties).