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Laura Greer 14Laura Greer 14 

Having trouble following the instructions in Use Formula Fields module

Hi,
Th instructions don't make sense to me in Exercise 3 (Example 3: Finding Distinct Objects Using the Power of One) of the Use Formula Fields module - https://trailhead.salesforce.com/en/trails/force_com_admin_intermediate/modules/point_click_business_logic/units/formula_fields?trailmix_creator_id=00550000006HirqAAC&trailmix_id=admin-exam.

It says to create a formula field on the User object for reporting the distinct number of unique users for opportunities. 

It goes on to instruct as folllows...
Create an Opportunities report and drag your Unique Users field onto the report from the left panel. You should see something similar to the following:
User-added image

I don't understand how adding the Unique Users field to the user object would allow me to add that column on an opportunity record. It seems like the two objects would need to be joined. What am I missing?

Thanks,
Laura
Best Answer chosen by Laura Greer 14
Alain CabonAlain Cabon
Hi,

It is not really a formula but a "constant value" (value: 1) and the exercise is still working (I just made a test).

To write this formula, create a custom formula field on the User object. Name it Unique Users, give it a Number return type, and select 0 from the Decimal Places drop-down list. Click Next to open the formula editor. For this formula, you don’t need to insert any fields, operators, or functions. Instead, enter the number 1.

Search the field: unique

User-added image

User-added image


 

All Answers

Alain CabonAlain Cabon
Hi,

It is not really a formula but a "constant value" (value: 1) and the exercise is still working (I just made a test).

To write this formula, create a custom formula field on the User object. Name it Unique Users, give it a Number return type, and select 0 from the Decimal Places drop-down list. Click Next to open the formula editor. For this formula, you don’t need to insert any fields, operators, or functions. Instead, enter the number 1.

Search the field: unique

User-added image

User-added image


 
This was selected as the best answer
Laura Greer 14Laura Greer 14
Thanks for your help Alain. I think I've got it figured out.
Regards,
Laura
Stephen Peters 10Stephen Peters 10
This thread could use an update. I created the formula field on object User as directed, but the field is not available in the search, and the items below Opportunity Owner Information do not include it.User-added image I believe the tutorial is broken and cannot be followed.
Olga Gushiken 8Olga Gushiken 8
I had the same issue when I was adding the formula field "unique users" to the User object in one tab of my Chrome Browser and creating the Opportunities report in another tab ofthe browser: the new field did not appear on the left for selection, When I re-did everything on the same tab I was able to find the new field for selection on the left (under Opprotunity) to add to my report. 
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