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I have a set of opportunity values with 2 fields I'm trying to use in set analysis
The first is 'Business_Line__c' and the second is 'OppCloseDate'. I want to sum 'TotalOpportunityQuantity' when the close date falls in the current quarter and the business line = 'Physician Perm'. I can get the business line set to work but when I try to add in the dates, it doesn't. I have vQuarterStart and vQuarterEnd defined and put them in a text box to make sure they are displaying the correct values (7-1-2018 and 9-30-2018). Any idea why the expression below isn't working?
I have tried:
=Sum({1<Business_Line__c={'Physician Perm'},OppCloseDate={'>=$(=Date(vQuarterStart))<=$(=Date(vQuarterEnd))'}>}TotalOpportunityQuantity)
Can you please try this -
Sum({1<Business_Line__c={“Physician Perm”},OppCloseDate={“>=$(=vQuarterStart)<=$(=vQuarterEnd)”}>}TotalOpportunityQuantity)
I'm getting an 'errors in expression' with that one
My bad. This time expression looks OK in QS, for last reply I typed the expression.
Please try this -
Sum({<Business_Line__c={'Physician Perm'},OppCloseDate={">=$(=Date($(vQuarterStart))) <$(=Date($(vQuarterEnd)))"}>} TotalOpportunityQuantity)