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?
Question
How can i create a calculated field to report on?
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.
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.
1 person likes this
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.