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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Formula field on oppor...
Customer experience | Sales, Customer Insights,...
Answered

Formula field on opportunity_salesstage

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Posted on by Community member 7
I'm trying to create a formula field base on the values(0,1,2,3) in the opportunity_salesstage which is a val data type.
My formula field is called Weighted revenue and wonder which function to use for this.
Trying to achieve this:
weighted revenue = if (opportunity_salesstage = 0, (0,1 * expected revenue))
weighted revenue = if (opportunity_salesstage = 2, (0,3 * expected revenue))
weighted revenue = if (opportunity_salesstage = 3, (0,95 * expected revenue))
 
Thx
Anders
I have the same question (0)
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Hi,
     
    We analyzed your requirements, but according to the official documentation the description/option set/is not supported by the formula columns, and we have encountered this problem during our testing.

    Please refer to the documentation in the link below
    Work with Dataverse formula columns - Power Apps | Microsoft Learn
     
     
    Here is another solution we propose.
    1. You can /expected income/ and /weighted income/ set to /number/ type
    2. Use Business Rules to set the conditions.

    3.Active this rule

     
    In addition, we have looked for a possible solution in the Power Platform forum, please refer to the thread in the link below.
    https://powerusers.microsoft.com/t5/Building-Power-Apps/Invalid-argument-type-OptionSetValue-Expecting-an-OptionSet/td-p/1467179
     
     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang
  • Suggested answer
    Community member Profile Picture
    Community member 7 on at
    Thanks. I created a business rule proposed below and it works fine.
     
    Anders

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