Contact Household Compare LY TY - SFDO-Community/Salesforce-Indicators GitHub Wiki
Description
Show different icons depending on a comparison of the contact’s household’s last two years of giving.
In Bundle
Images
Fields
| Fields |
Value |
| sObject |
Contact |
| Field |
Compare_LY_TY__c |
| Active |
true |
| Description |
Compares npo02__OppAmountThisYearHH__c, npo02__OppAmountLastYearHH__c |
| Empty Static Text Behavior |
Use Icon Only |
| Show False or Blank |
false |
Extensions
| Fields |
Value |
| Priority |
1 |
| Indicator Item |
Contact_HH_Compare_LY_TY |
| Active |
true |
| Containst Text |
Zero-Zero |
| Hover Text |
Both Last and This Year Zero |
| Static Text |
💤 |
| Fields |
Value |
| Priority |
2 |
| Indicator Item |
Contact_HH_Compare_LY_TY |
| Active |
true |
| Containst Text |
LYBUNT |
| Hover Text |
Last Year but not This Year |
| Static Text |
🔻 |
| Fields |
Value |
| Priority |
3 |
| Indicator Item |
Contact_HH_Compare_LY_TY |
| Active |
true |
| Containst Text |
TYNLY |
| Hover Text |
This Year but not Last Year |
| Static Text |
🐣 |
| Fields |
Value |
| Priority |
4 |
| Indicator Item |
Contact_HH_Compare_LY_TY |
| Active |
true |
| Containst Text |
Increase |
| Hover Text |
Increased from Last Year |
| Static Text |
💹 |
| Fields |
Value |
| Priority |
5 |
| Indicator Item |
Contact_HH_Compare_LY_TY |
| Active |
true |
| Containst Text |
Decrease |
| Hover Text |
Decreased from Last Year |
| Static Text |
📉 |
| Fields |
Value |
| Priority |
6 |
| Indicator Item |
Contact_HH_Compare_LY_TY |
| Active |
true |
| Containst Text |
Same |
| Hover Text |
Same Last and This Year |
| Static Text |
↔ |
Preparation
Custom Formula Field
| Field |
Value |
| Field Label |
Compare LY TY |
| Object Name |
Contact |
| Field Name |
Compare_LY_TY |
| API Name |
Compare_LY_TY__c |
| Description |
Results in one of six values, based on comparing Contact's Household- Total Amount Last Year vs. Total Amount This Year. Resulting values can be (Zero-Zero, LYBUNT, TYNLY, Increase, Decrease, Same) |
IF( npo02__OppAmountThisYearHH__c = 0, IF( npo02__OppAmountLastYearHH__c = 0, "Zero-Zero", "LYBUNT"), IF( npo02__OppAmountLastYearHH__c = 0, "TYNLY", IF ( npo02__OppAmountThisYearHH__c > npo02__OppAmountLastYearHH__c, "Increase", IF ( npo02__OppAmountThisYearHH__c < npo02__OppAmountLastYearHH__c, "Decrease", "Same" ) ) ))
Contributed By
Eileen K, programmer2coder