How to reference a formula field in roll up summary?
Having regular (non-formula) field might make it easier for you to use it in the roll up summary. As for the inability to use boolean formula field as the criteria in the roll up summary, here’s what SFDC help doc says about roll-up summary fields:
How to validate a formula in Salesforce report?
Place the cursor in the formula after SUM and enter /. In the Search Fields menu, type and select Closed, then select Sum and Insert. Ensure your formula looks like this: WON:SUM/CLOSED:SUM. Click Validate to ensure your formula has no errors.
Can a boolean field be used in a roll up summary?
As for the inability to use boolean formula field as the criteria in the roll up summary, here’s what SFDC help doc says about roll-up summary fields: Roll-up summary fields can calculate the values of formula fields if they do not contain cross-object field references or functions that automatically derive values on the fly, such as NOW or TODAY.
Is there formula to show row / cell visible status?
Is there is an excel formula that shows if the row/cell is visible, if so I can concatenate this with the product status and sumif/countif at leisure. Any ideas? Welcome to the board. Im not aware of any built-in function that will return a value indicating whether its visible or not.
When is a roll up summary field is invalid?
If your organization has advanced currency management enabled, currency roll-up summary fields are invalid if they are on accounts and summarizing opportunity values, or on opportunities and summarizing custom object values.
Which is not allowed in a roll up field?
Automatically derived fields, such as current date or current user, aren’t allowed in a roll-up summary field. Forbidden fields include formula fields containing functions that derive values on the fly, such as DATEVALUE, NOW, and TODAY. Formula fields that include related object merge fields are also not allowed in roll-up summary fields.