
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