web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Formula field on oppor...

Customer experience | Sales, Customer Insights,...

Answered

Formula field on opportunity_salesstage

(0) Share

Report

Report

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)

All responses Img

All responses (2)

Answers Img

Answers (0)

Sort by

Suggested answer

RudyZhang Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Community member 7 on at

Like (0)

Report
Copy link

Link copied!

Thanks. I created a business rule proposed below and it works fine.

Anders

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

#2

ManoVerse 142 Super User 2026 Season 1

#3

Jimmy Passeti 59 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans