---
schema_version: "1"
id: ae983f88f62ccfcdcf230aa2724c77d4a897f6c795f352812d58c5e1444f1ec7
title: Evaluate Groups and Totals with Summary Formulas
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_builder_fields_formulas.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields_formulas.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2f87ea1b1579b1a8bf7d1ad785dbfc0e9d6d07ce5e1ce427c84e2c0436b1014e
description: Write summary formulas to evaluate a report's group subtotals and grand totals. For example, summary formulas can adjust earnings after tax.
products:
  - Cross Cloud
release: "264"
---
# Evaluate Groups and Totals with Summary Formulas

Write summary formulas to evaluate a report's group subtotals and grand totals. For example, summary formulas can adjust earnings after tax.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d58923e86">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58923e86 ">To create, edit, and delete summary formula columns in private reports:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58923e86 ">
            <dl>

              <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports </dd>

            </dl>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58923e86 ">To create, edit, and delete summary formula columns in public and private
            reports:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58923e86 ">
            <dl>

              <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">
                <p style="margin-bottom:0;">Report Builder OR Report Builder (Lightning Experience)</p>
              </dd>

            </dl>
          </td>

        </tr>
      </tbody>
    </table>

With the report builder, you can summarize numeric columns with four built-in functions: `Sum`, `Average`, `Min`, and `Max`. If you want to know the total value of closed opportunities, you can calculate it by finding the Amount column in the report preview and clicking **![the more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/dropdown.png)** | **Summarize** | **Sum**.

But what if you want to know the total value of closed opportunities after tax, and what if earnings are taxed at a progressive rate? (Say, 15% on sales below $1,000,000, and 20% on sales above $1,000,000). Add a summary formula column named “Amount After Tax” to your report and use a formula like this one to evaluate the Amount column:

```
IF(AMOUNT:SUM < 1000000, AMOUNT:SUM * (1 - 0.15), AMOUNT:SUM * (1 - 0.20))
```

Now you can easily incorporate after-tax earnings into fiscal quarter planning.

1. **[Add a Summary Formula Column to a Report](https://help.salesforce.com/s/articleView?id=analytics.building_custom_summary_formulas.htm&release=264.0.0&type=5)**  
    Before adding a summary formula to your report, be sure to group report data. Summary formula columns require at least 1 group.
2. **[Edit a Summary Formula Column](https://help.salesforce.com/s/articleView?id=analytics.building_custom_summary_formulas_edit.htm&release=264.0.0&type=5)**  
    To update a summary formula after adding it to a report, edit it.
3. **[Delete a Summary Formula Column](https://help.salesforce.com/s/articleView?id=analytics.building_custom_summary_formulas_delete.htm&release=264.0.0&type=5)**  
    If you no longer need a summary formula column, delete it.
4. **[Get the Most Out of Summary Formulas: Tips, Limits, and Limitations](https://help.salesforce.com/s/articleView?id=analytics.reports_csf_tips.htm&release=264.0.0&type=5)**  
    Summary formulas are a powerful reporting technique, but they can be tricky. Here are some tips, limits, and limitations to keep in mind when working with them.

#### See Also

- [Add a Summary Formula Column to a Report](https://help.salesforce.com/s/articleView?id=analytics.building_custom_summary_formulas.htm&release=264.0.0&type=5 "Before adding a summary formula to your report, be sure to group report data. Summary formula columns require at least 1 group.")
- [Report Fields in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields.htm&release=264.0.0&type=5 "The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit, and delete.")