Write row level formulas to evaluate each record in a report. For example, see how many
days it took each opportunity to close by subtracting the Open Date from the Close
Date.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| Available in: Enhanced Folder Sharing |
| User Permissions Needed |
| To create, edit, and delete formulas in private reports: |
- Enhanced Folder Sharing
- Create and Customize Reports
|
| To create, edit, and delete formulas in public and private reports: |
- Enhanced Folder Sharing
-
Report Builder OR Report Builder (Lightning Experience)
|
- PARENTGROUPVAL and PREVGROUPVAL
Use PARENTGROUPVAL to calculate values relative to a parent grouping. Use PREVGROUPVAL to calculate values relative to a peer grouping.
- Calculate Values Relative to a Parent or Peer Group
You can add a formula that calculates values relative to a parent or peer grouping in a Lightning report. PARENTGROUPVAL calculates values relative to a parent grouping. PREVGROUPVAL calculates values relative to a peer grouping. For example, calculate the proportion of total opportunity amounts from each lead source, or compare sales each month to the previous month.
