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I want to say the count distinct for OppId when StageName is close or implement, status is won, and the close date is less than or equal to today(). The tooltip says "OK", but I'm showing 0 count which I know is incorrect.
Here's what I've got for the formula which is a hodgepodge of formulas I've found on the forum:
Count(distinct {$<StageName={'Close','Implement'},Status={'Won'},ExpectedCloseDate<{"<$(=TimeStamp(Today(),'DD/MM/YYYY"}>} OppId)
I'm assuming it's something with the expected close date since when I take that portion out, I can get a count that's correct. Where did I go wrong?
Update2: It was my date format. It's working now:
Count(distinct {$<StageName={'Close','Implement'},Status={'Won'},ExpectedCloseDate={"<$(=Date(Today(),'YYYY-MM-DD'))"}>} OppId)
Not sure what forum etiquette is when you solve your own problem. Do I mark my own solution as the answer? Do I delete?
Update1: Never mind the below isn't working as I'd expect. If I filter on stagename, status, and expectedclosedate, it changes and matches with just the Count(distinct {$<StageName={'Close','Implement'},Status={'Won'}>} OppId). Not sure where I'm going wrong here.
Original Reply (to myself):
I think I have it working with the following formula:
Count(distinct {$<StageName={'Close','Implement'},Status={'Won'},ExpectedCloseDate={"<$(<Today())"}>} OppId)
Update2: It was my date format. It's working now:
Count(distinct {$<StageName={'Close','Implement'},Status={'Won'},ExpectedCloseDate={"<$(=Date(Today(),'YYYY-MM-DD'))"}>} OppId)
Not sure what forum etiquette is when you solve your own problem. Do I mark my own solution as the answer? Do I delete?
Update1: Never mind the below isn't working as I'd expect. If I filter on stagename, status, and expectedclosedate, it changes and matches with just the Count(distinct {$<StageName={'Close','Implement'},Status={'Won'}>} OppId). Not sure where I'm going wrong here.
Original Reply (to myself):
I think I have it working with the following formula:
Count(distinct {$<StageName={'Close','Implement'},Status={'Won'},ExpectedCloseDate={"<$(<Today())"}>} OppId)