Agreed with last comment. This is one of the best videos I've seen really explain the functions and logic, step by step building on the previous and even what happens when you change a variable. Fabulous!
I loved your video so much - teaching, not by showing the end report, but showing how you got there. It's so much more helpful to know the why of the what!!! 5-star.
Thanks for this! Crystal clear breakdown. Question for you; how do you have Opportunity records with fiscal years going back to 2015? Is that simply how long your dev org has been around? I did not know you could actually alter the fiscal year of Opportunity records in Salesforce. Do you mind expanding on how one does that? Thanks!
Hey there! No, definitely haven't had the same dev org since 2015 lol. The Fiscal Period field is just based on the Close Date: so changing that should also change the Fiscal Period calculation
Thanks for this - Helped explain a bunch. How would I expand this to encompass an extra Row Group? I.e, Sales Person / Stage as Row and Year as Column?
Hi - I'm glad to hear this helped! I need to make a follow-up video on these formulas: I've gotten a few questions, and honestly, it takes me a minute (and lots of experimentation sometimes) to make sense of them. I'll let you know once it goes live
Hi @MenchiTide - I just posted a video for using PARENTGROUPVAL in Matrix reports. Hope this helps get at your question > th-cam.com/video/DJbUbgbjOqQ/w-d-xo.html
Agreed with last comment. This is one of the best videos I've seen really explain the functions and logic, step by step building on the previous and even what happens when you change a variable. Fabulous!
Thanks so much, really glad to hear it!
I loved your video so much - teaching, not by showing the end report, but showing how you got there. It's so much more helpful to know the why of the what!!! 5-star.
Thank you for the comment, I’m glad to hear it!
Great video! Thanks
Great explanation
Thanks for this! Crystal clear breakdown. Question for you; how do you have Opportunity records with fiscal years going back to 2015? Is that simply how long your dev org has been around? I did not know you could actually alter the fiscal year of Opportunity records in Salesforce. Do you mind expanding on how one does that? Thanks!
Hey there! No, definitely haven't had the same dev org since 2015 lol. The Fiscal Period field is just based on the Close Date: so changing that should also change the Fiscal Period calculation
Thanks for this - Helped explain a bunch. How would I expand this to encompass an extra Row Group? I.e, Sales Person / Stage as Row and Year as Column?
Hi - I'm glad to hear this helped! I need to make a follow-up video on these formulas: I've gotten a few questions, and honestly, it takes me a minute (and lots of experimentation sometimes) to make sense of them. I'll let you know once it goes live
@@employedforgood - That would be amazing, thank you!
Hi @MenchiTide - I just posted a video for using PARENTGROUPVAL in Matrix reports. Hope this helps get at your question > th-cam.com/video/DJbUbgbjOqQ/w-d-xo.html