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Salesforce Report Summary Functions Cheatsheet

Salesforce Report Summary Functions Cheatsheet

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REPORT FORMULA SUMMARY FUNCTIONS

Summary
Group values in report
formulas by using the

PARENTGROUPVAL and

PREVGROUPVAL summary

functions

Did you know that you can calculate relative values for groupings in reports With summary functions in
custom summary formulas you can

PARENTGROUPVAL and PREVGROUPVAL

Use PARENTGROUPVAL to calculate values relative to a parent grouping Use PREVGROUPVAL to

calculate values relative to a peer grouping

PARENTGROUPVAL

Use this function to calculate values relative to a parent grouping
Description

This function returns the value of a specified parent grouping A parent

grouping is any level above the one containing the formula You can only
use this function in custom summary formulas for reports

Use

Summary and Joined PARENTGROUPVALsummaryfield
groupinglevel

Matrix PARENTGROUPVALsummaryfield
parentrowgrouping parentcolumngrouping

Where summaryfield is the summarized field value
groupinglevel is the parent level for summary reports and
parentrowlevel and parentcolumnlevel are the parent
levels for matrix reports
Example

TOTALPRICESUMPARENTGROUPVALTOTALPRICESUM

GRANDSUMMARY

This formula calculates for each product its relative size compared to the
grand total In this example the report is a summary of opportunities and
their products grouped by Product Name

PREVGROUPVAL

Use this function to calculate values relative to a peer grouping If theres no previous grouping the
function returns a null value
Description

This function returns the value of a specified previous grouping A previous

grouping is one that comes before the current grouping in the report Choose
the grouping level and increment The increment is the number of columns

Last updated February

Report Formula Summary Functions

Using Summary Functions

or rows before the current summary The default is the maximum is
You can only use this function in custom summary formulas for reports
Use

PREVGROUPVALsummaryfield groupinglevel
increment

Where summaryfield is the name of the grouped row or column
groupinglevel is the summary level and increment is the number
of rows or columns previous
Example

AMOUNTSUM PREVGROUPVALAMOUNTSUM CLOSEDATE

This formula calculates for each month the difference in amount from the
previous month shown in the report In this example the report is an
opportunity matrix with columns grouped by Close Date and rows by
Stage

Example Three Week Moving Average
To calculate a threeweek moving average of opportunity amounts

OppProductTrendscAmountcSUM

PREVGROUPVALOppProductTrendscAmountcSUM

OppProductTrendscasofdatec

PREVGROUPVALOppProductTrendscAmountcSUM

OppProductTrendscasofdatec

Using Summary Functions
Doubleclick Add Formula in the Fields pane
In the Custom Summary Formula dialog under Functions select Summary

Select PARENTGROUPVAL or PREVGROUPVAL

Select the grouping level and click Insert
Define the formula including where to display the formula

Click OK

For more information see Evaluate Report Data with Summary Formulas and Add a Summary Formula
Column to a Report in the Salesforce online help

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