Description

Show different icons depending on a comparison of the contact’s household’s last two years of giving.

In Bundle

• Contact Household

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