Hello!
I have two fields on my opportunity that relate to who made a sale “Opportunity Owner” and “Enroller” ; the Enroller field is always the more true of the two fields though isn’t always filled out so when I create a skuid report i want to be able to say
if enroller is blank use Opportunity owner otherwise use Enroller
this would be simple in Excel or using SQL though I am finding it difficult to do in skuid
Maybe I need to add a custom field on the opportunity - Thoughts?
Question
Coalesce Function
+3This topic has been closed for replies.
+9You could create a UI-Only field in your model, as a Formula type. Conceptually, the formula would be
- IF ( {{Enroller}}, {{Enroller}}, {{Owner}} )
The actual field names inside the braces may be different. (I don’t use standard objects, and the names you provided don’t match what I see in the Opportunity object.)
This way, you can use the UI-only field in a table or a field editor. If you only need this in a field editor,
you can accomplish the same with conditional rendering of the two fields: Enroller is not blank (for Enroller), and Enroller is blank (for Owner).
+3Oh i forgot to mention that i am using an aggregate model not a basic model - i got the formula to work on the basic model not the aggregate 
Basic Working
Aggregate not working
Formula used each time was IF(ISBLANK({{enroller2__c}}),{{Owner.Name}},{{enroller2__r.Name}})
+13If you are on an aggregate model, you will need to use the aggregate alias names within your formula function, e.g. if your fields are aliased as:
enroller2__c —> enroller2c
enroller2__r.Name —> enroller2rName
Owner.Name —> ownerName
you would do this:
IF(ISBLANK({{{enroller2c}}}),{{ownerName}},{{enroller2rName}})
+3Zach thank you for reaching out!
Not really it didn’t produce any results - i am not aggravating those fields by the way maybe i should have said this earlier. I am Opportunity Amount and grouping by the Opportunity Owner/Enroller fields would that change anything thing?
+13So you’re saying you are Grouping By Opportunity Owner and Enroller — what are the Aliases of these two fields? You will need to use the aliases of these grouping fields in your formula.
+3ahh what ever ill just create the formula in salesforce and bring it over
- Nope that didn’t work by that i mean i got the formula to work in salesforce though its not showing up on the grouping area of the model - it shows up in the aggregations though thats not what I want
+3I tried to “backdoor” it by editing the xml and got this error when i tried to view it 
Here is the code
IF(ISBLANK(enroller2rName),ownerName,enroller2rName)
+10Manoj,
I don’t think you can do a Group By on a formula field in Salesforce. What I would do is create a Text field and add a Workflow rule to set the field with the name of the user from the lookup field that matches your criteria. You can ‘group’ a Text field.
Thanks,
Bill
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