--- schema_version: "1" id: 8c13922b0f4a4644cc71550aab9d629a62d13368a2a88296d5b35a84f9e79943 title: Summary Formulas with Joined Reports collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_csf_joined_reports.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_csf_joined_reports.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 655765c8a5b3bf376a91eba98b6f372754a3f381d99dac9d76073dc126805bb5 description: "Two types of custom summary formulas are available with joined reports: standard and cross-block." products: - Cross Cloud release: "264" --- # Summary Formulas with Joined Reports Two types of custom summary formulas are available with joined reports: standard and cross-block. ### Required Editions
Available in: both Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
## Standard Custom Summary Formulas Standard custom summary formulas apply to one report type, and can be added to blocks that are based on that report type only. For example, a summary formula created for the Cases report type can only be applied to Cases blocks. The configuration options for custom summary formulas are the same for joined reports, reports grouped by rows (summary), and reports grouped by rows and columns (matrix). Keep the following in mind when working with custom summary formulas in joined reports. - In Lightning Experience, formulas are automatically added to the block from which they're created. In Salesforce Classic, the formulas aren't automatically added to the report when you create them. To add a formula to a block in Salesforce Classic, drag it to a block with the same report type. - When you add custom summary formulas to a block, they appear to the right of the standard fields in the order in which you added them to the block. If you also add cross-block custom summary formulas, they appear to the right of the standard ones. - The results of custom summary formulas are affected by the filter options applied to the blocks they're included in. As a result, the same formula can yield different results in different blocks. - You can add up to 10 custom summary formulas to each block in a joined report. A joined report can have a total of 50 custom summary formulas. - Each custom summary formula must have a unique name. However, standard and cross-block custom summary formulas can have the same name. - Custom summary formula names can't include brackets (“\[“ or “\]”). ## Cross-Block Custom Summary Formulas Cross-block custom summary formulas let you calculate values across multiple blocks in a joined report. For example, you can use a cross-block formula to calculate the ratio of open to closed opportunities for an account or the ratio of closed pipeline deals to sales targets. Building a cross-block formula is similar to creating a standard one. The same data formats, formula options, functions, and calculation display locations are available. The formula syntax is also similar, except that block information is also included. For example, when calculating the ratio of opportunities to cases for each account, the formula also includes the block title: \[Opportunities block 1\]RowCount / \[Cases block 2\]RowCount. If you omit block title, you see an error message when you check formula syntax or save the formula. Keep the following in mind when working with cross-block custom summary formulas. - You can add a cross-block formula to any block in the report. - In Lightning Experience, cross-block formulas are automatically added to the report when you create them. In Salesforce Classic, cross-block formulas aren't automatically added to the report when you create them. To add a cross-block formula in Salesforce Classic, drag it to a block. - When you add cross-block formulas to a block, they appear to the right of standard ones in the order in which you add them to the block. - The results of cross-block formulas are affected by the filter options applied to the blocks in the report. As a result, a cross-block formula can yield different results when you change filter options. - Each joined report can have up to 10 cross-block custom summary formulas. - Deleting a block that’s used in a cross-block formula also deletes the formula from both the Fields pane and any remaining blocks containing it. - Each cross block formula must have a unique name. However, standard and cross-block custom summary formulas can have the same name. - Cross-block formula names can't include brackets (“\[“ or “\]”). - **[Add a Summary Formula to a Joined Report](https://help.salesforce.com/s/articleView?id=analytics.reports_joined_custom_summary_formulas.htm&release=264.0.0&type=5)** Summary formulas in joined reports are just like summary formulas in standard reports, except they can apply to multiple blocks or just one. When you add a summary formula to a block, you specify whether it applies across blocks or only to that block. #### 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.") - [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.") - [Joined Report Examples](https://help.salesforce.com/s/articleView?id=analytics.reports_examples_joined.htm&release=264.0.0&type=5 "Creating a sales rep performance scorecard, reviewing support cases by status, and predicting your opportunity pipeline are some examples of what you can do with joined reports. Here’s how.") - [Add a Summary Formula to a Joined Report](https://help.salesforce.com/s/articleView?id=analytics.reports_joined_custom_summary_formulas.htm&release=264.0.0&type=5 "Summary formulas in joined reports are just like summary formulas in standard reports, except they can apply to multiple blocks or just one. When you add a summary formula to a block, you specify whether it applies across blocks or only to that block.")