[SalesForce] Creating New Column in Salesforce Report

I want to create a new column in my custom report.

Scenario: I have a object say Ticket and it has two field created_date and closed_date. Now I want to create a column called Age(number) of that ticket. which is calculated by closed_date – created_date.

I achieved this by creating a new formula field in Ticket Object.

But can I do this without creating a custom field in object. Is there any way to create a temporary field just for report? In report builder there was one option to add formula field but to create a formula with my date fields is not possible.

Best Answer

In reports, it is not possible to create a formula in reports which calculate date/date time difference.

Currently having a field on object seems to be the only alternative.

You can try upvoting this idea- Add formula field to Tabular Reports, Once it reaches 2.5k points salesforce might consider it.

Related Solutions

[SalesForce] With/Without Report Matrix – excluding nulls

You don't need separate Record Types for "with" and "with or without" scenarios, "with or without" is enough. This was needed couple years ago until "cross filters" were introduced(*).

Here's "Accounts with or without Contacts" in my Developer Edition, grouped by Contact's created date. You can see the null column where Account doesn't have any Contacts:

enter image description here

A cross filter (use the dropdown next to "Filters: Add" button) can be used to select only Accounts with Contacts:

enter image description here

And finally if you want to say see only Contacts from 2007 you can use the filter on the cross filter, not the main date selector.

enter image description here

(*) There still might be some performance considerations depending on what type of JOIN will SF have to make so it's not like the choice is totally meaningless.

[SalesForce] Object formula fields showing different results – Record detail page Vs Report

as mentioned in the other answer you can follow up with Salesforce support on why the formula gives different results between the report and the detail page.

meanwhile to get consistent behaviour you can use ISBLANK function on the date fields before doing the comparison .. something like this..

IF(
   OR( ISBLANK(Date_1__c), ISBLANK(Date_2__c) ), 
   FALSE,
   NOT( OR( Date_1__c > (TODAY() - 15), Date_2__c > (TODAY() - 7) ) ) 
)

Best Answer

Related Solutions

[SalesForce] With/Without Report Matrix – excluding nulls

[SalesForce] Object formula fields showing different results – Record detail page Vs Report

Related Topic