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spogue
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Member since ‎Jun 23, 2017
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spogue on January 29, 2025
Percent of Total in a Table or Pivot Table
Hi, I'm looking for ways to show a value's percentage of a total in a table or pivot table. Example: Loss Reason List Qty % of Total Reason A 10 25.0% Reason B 5 12.5% Reason C 15 37.5% Reason D 10 25.0% T read more
Reply Idea Dashboards & Reports
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spogue
Top Contributor
November 25, 2024
Reply to Trouble with IF Statement Calculated Property
Can I solve my own post? I removed the equals sign :facepalm: 😅 😅
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spogue on November 25, 2024
Trouble with IF Statement Calculated Property
Hi, I am trying to create a calculated property to identify if the Close Date on a Deal is the current year or not. Here's what I have so far: =if(year([properties.close_date_plain])=year([properties.today_s_date]),true,false) Notes: - Eac read more
Reply Discussion CRM
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spogue
Top Contributor
June 20, 2024
Reply to Name of Month via Calculated Property Help
Thanks for the feedback Josh!
spogue
Top Contributor
June 20, 2024
Reply to Name of Month via Calculated Property Help
Great stuff, thank you. Yep, formulas are very touchy, so I appreciate you clearing this up for me. This method is efficient unless you find that usi...read more
Solved
spogue on June 19, 2024
Name of Month via Calculated Property Help
Hi all, wondering if someone could help me figure out a calculated property. In one property I have "todays date". No issues there. What I'd like to do is pull the Month from Todays Date in text form. While I can pull the numeric value of the mo read more
Reply Discussion CRM Professional
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