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这是一个有关Linux视频教程的部落格。我将在此与大家分享经验与所学。请多多赐教。 This is mainly a Video Tutorial Blog about Linux. I am here to share my learnings and experiences. May I invite you to join me in this Quest. It all started with Linux Mint 11 and my move from the dark-side to freedom. Also a move to share experiences, knowledge and community spirit. I started to share my new found knowledge and experience in various different forums - Linux Mint Community, TomatoUSB and places I chance upon when googling. As my journey and voyages become more disperse and frequent, I decided its time for a place and certain ways to tie things together. Thus, the birth of my blog "Guruwannabe" - my user-name at Linux Mint Community, the first place that I became serious about my cyber-presence. Bob Wong (黄昌文)

Tuesday, 24 November 2015

Salesforce ADM201 Lab 07-07:

  Report Summary Formula


NOTE:  Highest Video Resolution is 720p

Step by Step Instructions


1.  Open the “Opportunities by Rep” report created in Lab 7-2 (Report builder design view)

2.  To Add a new formula column in the last column of the report:
    Double click on the “Add Formula” field in the Field Panal.
    (This opens up the “Custom Summary Formula” Dialog box)



3.  To Enter the formula to calculate the Win Rate:  WON:SUM / CLOSED:SUM
    Use the [Summary Fields] and [Operators] buttons to construct the formula



4.  Run the report to see the result.

Tips:
i)    You may need to filter the “Status” to see only “Closed” opportunities
ii)   Sorting by “Status” column should make the report easier to understand
iii)  Verify the result by comparing with your manual calculation
 


5.  Click [Save As] to save the report as “Opportunity by Rep with Win Rate”.




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