Create a report for the Executive team || Challenge 6
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- Опубликовано: 9 фев 2025
- Create a report for the Executive team
Design the SolarBot Loyalty Revenue report and graph for the Executive team to understand the impact of an increased close rate on revenue.
Write this formula:
IF(Account.Number_of_SolarBots__c:SUM>0, EXP_AMOUNT:SUM*1.1, EXP_AMOUNT:SUM)
That was heavy!!Thank you!!!
How did you get "Sum of" fields in the chart measure? should we create these summary fields?
The settings for the 'Adjusted expected revenue' column aren't correct. Any solution for this error?
Have you solved this one ? help mee to also
While validating formula... It shows " The report name can't be null".
Are you getting validated?
It u got, help me too to clear that
@@kpopmaeil were you able to solve the problem?
@@kiruthikasb1737 were you able to solve the problem?
@@AK-qr2su not yet
Challenge Not yet complete... here's what's wrong:
We can’t find the correct fields on the 'SolarBot Loyalty Revenue' report, or data isn't organized by Stage.
Thanks so much!!!
Thanku i hope today we complete full
We can't find the updated organisation by state for the 'accounts without SolarBot Opportunities' report
Add summary formula is disabled for me, what should i do?
Challenge Not yet complete... here's what's wrong:
We can’t find the correct fields on the 'SolarBot Loyalty Revenue' report, or data isn't organized by Stage.
pls help
Edit Solar Layalty Revenue Report
Object: Opportunity
Group Row: Stage
Cloumns:
Opportunity Name
Account Name
Type
#Probability(%)
# Ammount
# Expected Revenue
(keep the colunm sequnce as above)
Create Summary Level Formula Column
Column Name: Adjusted Expected Revenue
Formula Output Type: Currency
Decimal: 2
In General section
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNY:SUM)
click on Validate
In Display Section
Where should this formula be applied?
select: Specific Groups
select Stage
Click on Apply
i am getting this "The report name can't be null." error.who solved please be kind to share the solution.thanks!
I am getting same error
Save the report first then it will work.
Thanks for help. 😊😊
Challenge Not yet complete... here's what's wrong:
We can’t find a new column 'Adjusted Expected Revenue' on the 'SolarBot Loyalty Revenue' report that meets the requirements. Can anyone solve this ?
Hi @radhikarudnure
Edit Solar Layalty Revenue Report
Object: Opportunity
Group Row: Stage
Cloumns:
Opportunity Name
Account Name
Type
#Probability(%)
# Ammount
# Expected Revenue
(keep the colunm sequnce as above)
Create Summary Level Formula Column
Column Name: Adjusted Expected Revenue
Formula Output Type: Currency
Decimal: 2
In General section
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNY:SUM)
click on Validate
In Display Section
Where should this formula be applied?
select: Specific Groups
select Stage
Click on Apply
But still I'm getting the same error
thanks, i had same error over n over.
It was showing error Report name can't be null
Thanks...my formula was wrong in summary-formula. now, I fixed it.
trailhead@ Bro inexpected revenue column thre is no vaulesin my data plz tell mehow to slove this
Where is challenge 2???
We can’t find a new column 'Adjusted Expected Revenue' on the 'SolarBot Loyalty Revenue' report that meets the requirements.
Tearing my hair out over this one as I've done everything perfect but still
Edit SolarBot Loyalty Revenue Report
Under Outline: Columns
Click on it
Select Add Summary Formula
Column Name : Adjusted Expected Revenue
Formula Output Type : Currency
Decimal Point: 2
General
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNT:SUM)
click on Validate
click on Save
if still u have any query u can read below article
help.salesforce.com/s/articleView?id=sf.building_custom_summary_formulas.htm&language=en_US&type=5
I was showing Report name can't be null in summary formula
SIR AFTER COMPLETING THIS VIDEO I AM GETTING WE CANT FIND THE FOLDER FOR THE EXECUTIVE TEAM.PLEASE HELP ME SIR
make the folder then!
while save the report plz select EXECUTIVE TEAM Report folder and then save it
we cannot find a new column adjusted excepted revenue on the solarbot loyalty revenue report that meets the requirements
Object Manager
go to Opportunity
go to Fields & Relationship->New
Field Label Expected Revenue Data Type Currency(16, 2)
Field Name ExpectedRevenue
@@trailheadchallenge still facing the same problem after executing this
@@trailheadchallenge still facing the same problem
@@trailheadchallenge It didn't clear again got same error pls help me here...
Ensure the new column is labeled correctly "Adjusted Expected Revenue" if that doesn't work follow these steps
Object Manager
go to Opportunity
Field & Relationship -> New ->
Field Label Expected Revenue Data Type Currency(16, 2)
Field Name ExpectedRevenue
Ante akada mistake ani ardhm kavadam ladhu bro.. Plzz tell me
The formula for the 'Adjusted Expected Revenue' column doesn't meet the business requirements
Same py
Same problem can u get sol for this
@@arb07gaming67 bro neku challenge 5 complete aiyinda
Have you cleared this?pls help me with the solution
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNT:SUM)
iam getting same after solved sir your commment sir
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNT:SUM)
this is error what we have to do
The formula for the 'Adjusted Expected Revenue' column doest meet the business reguirements please hlep out this sir..
Complete ayyindha ee error plz help me
@@nagalakshmipulusu6375 same error for me could uh plz help me
Edit Solar Layalty Revenue Report
Object: Opportunity
Group Row: Stage
Cloumns:
Opportunity Name
Account Name
Type
#Probability(%)
# Ammount
# Expected Revenue
(keep the colunm sequnce as above)
Create Summary Level Formula Column
Column Name: Adjusted Expected Revenue
Formula Output Type: Currency
Decimal: 2
In General section
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNY:SUM)
click on Validate
In Display Section
Where should this formula be applied?
select: Specific Groups
select Stage
Click on Apply
Where is challenge 2
@trailhead challenge
In challenge 5 it getting error any one please help me
We can't find the categorization called temperature range or the categorization is based on an incorrect field, or the category setting are incorrect on the temperature to keh research report
trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8diDSAR
please help me i have error challenge not yet complete data is not recognised by stage
I am going to resolve this superbadges again
coverall this points
when
i am requesting you can u complete my modules
please help me
The settings for the adjusted expected revenue column aren't corret means
Check the syntax of the formula or change the output type to currency
@@akshaysheela7843 Tried with this but it shows same Error , Any other suggestions?
Please upload the formula
@Desire Good IF(Account.Number_of_SolarBots__c:SUM>=1, EXP_AMOUNT:SUM*1.10, EXP_AMOUNT:SUM)
@Desire Good No Sir, I followed Akshay formula and it was right.
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNT:SUM)
@trailblazer Syntax error.missing')' problem
Put comma after SUM>0 in the edit summery level formula
@@psn116 But my error is not solved.
I have put the symbol '_' wherever required and it worked for me!
@Desire Good Type the symbol instead of space. It worked for me but I can't ensure to everyone.
Edit Solar Layalty Revenue Report
Object: Opportunity
Group Row: Stage
Cloumns:
Opportunity Name
Account Name
Type
#Probability(%)
# Ammount
# Expected Revenue
(keep the colunm sequnce as above)
Create Summary Level Formula Column
Column Name: Adjusted Expected Revenue
Formula Output Type: Currency
Decimal: 2
In General section
IF(Account.Number_of_SolarBots__c:SUM>0,EXP_AMOUNT:SUM*1.1,EXP_AMOUNY:SUM)
click on Validate
In Display Section
Where should this formula be applied?
select: Specific Groups
select Stage
Click on Apply