Contact Household Compare LY TY

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" ) ) ))