Calculate field depending on Current month

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Posted on by Community Member

Hi!

I would like to fill a field (through workflow or creating it as a calculated field) depending on if it is the current month or last month etc.

The new field should work as follows:

I have a value field (Revenue) and a closing Date. So if the closing date is current month it should show 100% of the Revenue

If the closing date was last month, it should show 50% of the Revenue

If the closing date was 2 months ago, it should show 25% of the Revenue

If the closing date was 3 months ago, it should show 20% of the Revenue...

and no, it should not look at the actual number of days from closing date, but the actual month.

So if today is 1st of May and the closing date was the 30th of April, it should show 50% of the revenue since April is last month

regards,

Tomas

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Amine Amine 132 on at

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Hi,

you can create a Custom Workflow Activity ,

Or Try to use this :
https://github.com/jlattimer/CRM-DateTime-Workflow-Utilities

Regards,
Amine

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ashlega 34,477 on at

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Hi,

you could do it with two calculated fields.

Use the first one to calculate the number of months between "Now" and closing date. DIFFINMONTHS function is what you need - it'll give you the number of months between those two dates (when applied to April 30 and May 1, it will result in 1 month difference)

Once you have that, you can use that first field to define conditions for the second calculated field (and, then, under each condition just use a formula to set the value -

multiply Revenue by 0.5, 0.25, etc)

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Nithya Gopinath 17,078 on at

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Hi Swede,

As suggested by Alex, you could try creating two calculated fields.

1. A Whole Number data type calculated field for finding the difference in months between the closing date and today.

2. A Currency data type calculated field for calculating the value of the new field based on the first calculated field.

See the screenshots attached above.

Here I have taken the created-on field as closing date and open revenue field as revenue.

Hope this helps.

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Community Member on at

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Yes I figuired this out a while after posting and solved it like this. Thanks!

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