Saturday, October 27, 2018

Opportunity Search to display the Expected Closed Date in Quarter-Year format

1. Navigate to List > Search > Saved Search > New > Opportunity.
2. Under Results tab > Columns subtab
  • Number
  • Customer
  • Expected Close
  • Formula (Text) || Formula = CONCAT ((CASE WHEN TO_CHAR ({expectedclosedate},'MM') in ('01','02','03') THEN 'Q1' WHEN TO_CHAR ({expectedclosedate},'MM') in ('04','05','06') THEN 'Q2' WHEN TO_CHAR ({expectedclosedate},'MM') in ('07','08','09') THEN 'Q3' WHEN TO_CHAR ({expectedclosedate},'MM') in ('10','11','12') THEN 'Q4' END),-(TO_CHAR ({expectedclosedate},'YYYY')))
3. Enter Search Title.
4. Click on Save & Run.

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