The above expression is something that someone else did several months ago at my request while I looked over their shoulder. I had to step away from the development of that app and am getting back to it now. I want to add another wrinkle, but I need to know what the "$" "{}" and "<>" are doing in this case before I can really move on.
Is there an advantage of doing the formula this way instead of a simple sumif? I realize that may be hard to answer without seeing the full thing.
I want to add in [Won_Flag] = 1. Long story short, we're adding up the new customers who have signed deals.
Takes the sum of MRR, it modifies the selection. $ is the actual default selection state and in Opportunity Type the selection is modified to 'New Customer'.
You find all the information in the help under set analysis.
If you just want to add a condition on Won_Flag, I suggest you do what Massimo suggests.
Further, you ask if there is an advantage of using Set Analysis instead of a simple sumif. The answer is yes - at least for large data amounts. Set Analysis usually has better performance.
.png "Former Employee"){kind=icon}
