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Question

How can i create a calculated field to report on?

  • November 13, 2018
  • 1 reply
  • 59 views

tony_tao
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
I have two fields on my account record, "Total SFDC Balance" and "Total Platform Balance"

I created a standard report to show me values for those fields for all customer accounts.

I'd like to create a filter for my report to only show me accounts when "Total SFDC Balance" and "Total Platform Balance" are not equal to each other.

Can I do so in a calculated field? If so, how?

1 reply

jeremy_curry
  • Helper ⭐️⭐️
  • November 14, 2018
Hi Tony,

If both of these fields are on the Account, you could add a field to either the account or the customer info object that calculates the difference between the two fields and then filter your reports based on the value in that field. I have heard rumors that calculated fields in reporting is on the roadmap but this should be a fairly easy work around.