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The Power of One
ā€œThe Greatest Formula Ever Writtenā€
ā€‹ā€ÆSteve Molis
ā€‹ā€ÆSalesforce MVP
ā€‹ā€Æstevemolis@gmail.com
ā€‹ā€Æ@SteveMoForce
ā€‹ā€Æ
Steve Molis
Salesforce MVP
stevemolis@gmail.com
@SteveMoForce
ā€¢ā€Æ 5 Time Salesforce MVP: 2011-2015
ā€¢ā€Æ Community College Drop-Out : 0.67 GPA *
ā€¢ā€Æ Self-Taught Administrator/Developer/Analyst
ā€¢ā€Æ 1 App named after me ā€œThanks, Reid Carlberg!ā€
ā€‹ā€Æ* Margin of error: +/- 0.67
A little about SteveMoā€¦
ā€‹ā€ÆSafe harbor statement under the Private Securities Litigation Reform Act of 1995:
ā€‹ā€ÆThis presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could diļ¬€er materially from the results expressed
or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-
looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other ļ¬nancial items and any
statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new,
planned, or upgraded services or technology developments and customer contracts or use of our services.
ā€‹ā€ÆThe risks and uncertainties referred to above include ā€“ but are not limited to ā€“ risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible ļ¬‚uctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any
litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our
service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could aļ¬€ect the ļ¬nancial results of salesforce.com, inc. is included in our
annual report on Form 10-K for the most recent ļ¬scal year and in our quarterly report on Form 10-Q for the most recent ļ¬scal quarter.
These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section
of our Web site.
ā€‹ā€ÆAny unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor
Safe Hahbah
The Greatest
Formula EVER*
* Seriously I mean like Taylor Swift ā€œeverā€ - Iā€™m not making this shit up.
The Formula Builder
The Power of One
Created by Thomas Tobin, the Patron
Saint of Salesforce Analytics
Custom Field
Datatype =Ā Formula
Result = Number, 0 Decimals
Formula Ā 
To be continuedā€¦
The Power of One
The Power of One
The Power of One
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of
What?!?
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
The Power of One
Multi year-over-year variance calculation
Problem
ā€¢ā€Æ Calculate variance in Opportunity count
on a Year-to-Year basis in a Report
Solution
ā€¢ā€Æ Evaluate the number of records in the
current period and compare them to the
previous period and return the +/-
variance count and percent using Report
Custom Summary Formulas.
Functions and Operators used
ā€¢ā€Æ The Power of One
ā€¢ā€Æ PREVGROUPVAL
ā€¢ā€Æ /
ā€¢ā€Æ -
ā€¢ā€Æ <>
Multi year-over-year variance calculation
Solution: Custom Summary Formula
Format: Number
Formula:
Opportunity.Opportunity__c:SUM -
PREVGROUPVAL(Opportunity.Opport
unity__c:SUM, CLOSE_DATE)
Multi year-over-year variance calculation
Solution: Custom Summary Formula
Format: Percent
Formula:
IF(PREVGROUPVAL(Opportunity.Opp
ortunity__c:SUM, CLOSE_DATE) <> 0,
(Opportunity.Opportunity__c:SUM -
PREVGROUPVAL(Opportunity.Opport
unity__c:SUM, CLOSE_DATE)) /
PREVGROUPVAL(Opportunity.Opport
unity__c:SUM, CLOSE_DATE),NULL )
Multi year-over-year variance calculation
Formula Resources: Developerforce Trailhead!
https://developer.salesforce.com/trailhead
Formula Resources: Developerforce Trailhead!
https://developer.salesforce.com/trailhead
Formula Resources: Developerforce Trailhead!
https://developer.salesforce.com/signup?
Formula Resources
ā€¢ā€Æ Introduction to Formulas
https://developer.salesforce.com/page/An_Introduction_to_Formulas
ā€¢ā€Æ Developerforce Formulas & Validations Trailhead
https://developer.salesforce.com/trailhead/module/point_click_business_logic
ā€¢ā€Æ Formulas Quick Reference Guide
https://na1.salesforce.com/help/pdfs/en/salesforce_formulas_cheatsheet.pdf
ā€¢ā€Æ Useful Validation Rules
http://na1.salesforce.com/help/pdfs/en/salesforce_useful_validation_formulas.pdf
ā€¢ā€Æ Building a Cross Object Formula
https://help.salesforce.com/HTViewHelpDoc?
id=ļ¬elds_creating_cross_object_advanced.htm&language=en_US
Questions?
Steve Molis
SteveMo
@SteveMoForce
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  • 1. The Power of One ā€œThe Greatest Formula Ever Writtenā€ ā€‹ā€ÆSteve Molis ā€‹ā€ÆSalesforce MVP ā€‹ā€Æstevemolis@gmail.com ā€‹ā€Æ@SteveMoForce ā€‹ā€Æ
  • 3. ā€¢ā€Æ 5 Time Salesforce MVP: 2011-2015 ā€¢ā€Æ Community College Drop-Out : 0.67 GPA * ā€¢ā€Æ Self-Taught Administrator/Developer/Analyst ā€¢ā€Æ 1 App named after me ā€œThanks, Reid Carlberg!ā€ ā€‹ā€Æ* Margin of error: +/- 0.67 A little about SteveMoā€¦
  • 4. ā€‹ā€ÆSafe harbor statement under the Private Securities Litigation Reform Act of 1995: ā€‹ā€ÆThis presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could diļ¬€er materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward- looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other ļ¬nancial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. ā€‹ā€ÆThe risks and uncertainties referred to above include ā€“ but are not limited to ā€“ risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible ļ¬‚uctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could aļ¬€ect the ļ¬nancial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent ļ¬scal year and in our quarterly report on Form 10-Q for the most recent ļ¬scal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. ā€‹ā€ÆAny unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
  • 6. The Greatest Formula EVER* * Seriously I mean like Taylor Swift ā€œeverā€ - Iā€™m not making this shit up.
  • 8. The Power of One Created by Thomas Tobin, the Patron Saint of Salesforce Analytics Custom Field Datatype =Ā Formula Result = Number, 0 Decimals Formula Ā  To be continuedā€¦
  • 11. The Power of One 1
  • 13. The Power of One 661 of What?!?
  • 25. Multi year-over-year variance calculation Problem ā€¢ā€Æ Calculate variance in Opportunity count on a Year-to-Year basis in a Report Solution ā€¢ā€Æ Evaluate the number of records in the current period and compare them to the previous period and return the +/- variance count and percent using Report Custom Summary Formulas. Functions and Operators used ā€¢ā€Æ The Power of One ā€¢ā€Æ PREVGROUPVAL ā€¢ā€Æ / ā€¢ā€Æ - ā€¢ā€Æ <>
  • 26. Multi year-over-year variance calculation Solution: Custom Summary Formula Format: Number Formula: Opportunity.Opportunity__c:SUM - PREVGROUPVAL(Opportunity.Opport unity__c:SUM, CLOSE_DATE)
  • 27. Multi year-over-year variance calculation Solution: Custom Summary Formula Format: Percent Formula: IF(PREVGROUPVAL(Opportunity.Opp ortunity__c:SUM, CLOSE_DATE) <> 0, (Opportunity.Opportunity__c:SUM - PREVGROUPVAL(Opportunity.Opport unity__c:SUM, CLOSE_DATE)) / PREVGROUPVAL(Opportunity.Opport unity__c:SUM, CLOSE_DATE),NULL )
  • 29. Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/trailhead
  • 30. Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/trailhead
  • 31. Formula Resources: Developerforce Trailhead! https://developer.salesforce.com/signup?
  • 32. Formula Resources ā€¢ā€Æ Introduction to Formulas https://developer.salesforce.com/page/An_Introduction_to_Formulas ā€¢ā€Æ Developerforce Formulas & Validations Trailhead https://developer.salesforce.com/trailhead/module/point_click_business_logic ā€¢ā€Æ Formulas Quick Reference Guide https://na1.salesforce.com/help/pdfs/en/salesforce_formulas_cheatsheet.pdf ā€¢ā€Æ Useful Validation Rules http://na1.salesforce.com/help/pdfs/en/salesforce_useful_validation_formulas.pdf ā€¢ā€Æ Building a Cross Object Formula https://help.salesforce.com/HTViewHelpDoc? id=ļ¬elds_creating_cross_object_advanced.htm&language=en_US
  • 34. Share Your Feedback and Win a GoPro Enroll in a session1 Tap the bell to take a survey 2 3 Earn a GoPro prize entry for each completed survey