Answer business questions like "how many days did it take each opportunity to close?" by using row-level formulas that evaluate each record in a report.
Required Editions
| Available in: 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: |
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| To create, edit, and delete formulas in public and private reports: |
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To answer common questions like these, you need to assess each record in a report:
- How many days did it take each opportunity to close?
- Which cases mention the word "widget"?
- As defined by a customer satisfaction (CSAT) score, which customers are satisfied or upset?
The answer to these questions, and many more, are a row-level formula away.
- Write a Row-Level Formula
Writing a row-level formula adds a row-level formula column to your report that makes calculations on every report row. Write row-level formulas directly in the Lightning report builder. - Edit a Row-Level Formula
Edit a row-level formula to expand, refine, or change how it evaluates report data. - Delete a Row-Level Formula
When you no longer need a row-level formula in your report, delete it. - Examples: Evaluate Each Record in Reports with Row-Level Formulas
"How many days did it take each opportunity to close? Which case subjects mention the word widget?" Here's how to write row-level formulas that answer these business questions, and others. - Get the Most Out of Row-Level Formulas: Tips, Limits, and Limitations
As you get ready to write row-level formulas, review these tips, limits, and limitations.