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Voose's avatar
Voose
Helper III
9 years ago
Solved

Calendar relationship issues

Hi All,

 

I'm trying to pull a basic data through my calendar so I can see values over time.

 

I have a Calendar table that calculates by taking the min and max value of my date field. 

 

My opportunity date field is comprised of a formula that states if(isblank(historicaldate),createddate,historicaldate).

 

Now my Historical dates all map properly through the relationship of the calendar. However any of the dates that are from the createddate column do not use the relationship and act as if there is no relationship at all between the opportunity date field and the calendar date field.

 

all 3 columns (historical date, created date, date (calendar date)) all have the exact same formatting...

 

Any ideas guys?

 

Thanks

 

Voose

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  • Anonymous's avatar
    Anonymous
    9 years ago

    Voose,

    Please review my reply in this similar thread, the above issue could occur when you change the format of the opportunity Date field from DateTime to Date, in this scenario, not all the datetime values in your opportunity table match the date values in your calendar table.

    Regards,
    Lydia Zhang

12 Replies

  • vanessafvg's avatar
    vanessafvg
    Community Champion
    9 years ago

    is your relationship of your calendar date mapped to opportunitydate?

     

    does the calendar date include all dates from opportunity date

    • Voose's avatar
      Voose
      Helper III
      9 years ago

      YEp it is mapped to that date, and the calendar object is made up of Min(opportunity date) and Max(opportunity Date)

      • Voose's avatar
        Voose
        Helper III
        9 years ago

        IF I change the parameters of the If statement to = historical date

         

        It pulls through the date fine using the relationship as expected,

         

        If I change the parameters of the column to = createddate 

         

        Nothing pulls through

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Voose,

    Please review my reply in this similar thread, the above issue could occur when you change the format of the opportunity Date field from DateTime to Date, in this scenario, not all the datetime values in your opportunity table match the date values in your calendar table.

    Regards,
    Lydia Zhang

    • Voose's avatar
      Voose
      Helper III
      9 years ago

      Thank you Linda!

       

      This was my issue and its fixed now :)