Hi Team.
At present we have a ability to create new Formula fields in the report builder right. And while creating those formula fields it’s better should have a option to use filters.
As a example, I have to create 2 formula fields.
- Adding 30 days to the Original Contract Date where Segment is Enterprise
- Adding 60 days to the Original Contract Date where Segment is Not Enterprise
My Input data look like below:
Name Segment OCD
xx ENT 01-01-21
yy SMB 01-01-21
zz MM 01-01-21
So by default if I create those 2 formula feilds the Output will be like below.
Name Segment OCD OCD + 30 Days OCD + 60 Days
xx ENT 01-01-21 01-31-21 02-03-2021
yy SMB 01-01-21 01-31-21 02-03-2021
zz MM 01-01-21 01-31-21 02-03-2021
But I don’t want my output as shown above.
Need output to shown below in only one report. But need to apply the filters in the Formual field Creation.
Name Segment OCD OCD + 30 Days OCD + 60 Days
xx ENT 01-01-21 01-31-21
yy SMB 01-01-21 02-03-2021
zz MM 01-01-21 02-03-2021
OCD + 30 days should apply only for the ENT Segment and where as OCD + 60 days for the other segments. So that we have to shown null/empty in those places based on the filter. And the output as shown above.
Thanks.