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.
Required Editions
| Available in: both Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete joined reports: |
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- Add a summary formula to a joined report in Lightning Experience
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- Create or edit a joined report.
- Ensure that there is at least one grouping on the joined report. If necessary, group data by clicking Add group... and selecting a field to group by.
- From the Columns section of the Outline panel, click
adjacent to a block name. - To add a summary formula that only evaluates data in one block, click Add Summary Formula. To add a cross-block summary formula that evaluates all the data in the joined report, click Add Cross-Block Summary Formula.
- Write the formula. For help with writing the formula, see Evaluate Groups and Totals with Summary Formulas.
- Click Apply.
- Add a custom summary formula to a joined report in Salesforce Classic
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- Create or edit a joined report.
- Ensure that there is at least one grouping on the joined report. If necessary, group data by dragging and dropping a field onto the area that reads Drop a field here to group across report blocks.
- To add a standard custom summary formula, from the Fields pane, go to the report type category and double-click Add Formula. To add a cross-block custom summary formula, from the Fields pane, go to the Common category and double-click Add Cross Block Formula.
- Write the formula. For help with writing the formula, see Evaluate Groups and Totals with Summary Formulas.
- Click OK.
The summary formula column appears in your report.