---
schema_version: "1"
id: a414c02cc03be3ad076fc6b99b48e9ef751d34b6acdbd7ede7b112b1cd49650d
title: Add a Summary Formula to a Joined Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_joined_custom_summary_formulas.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_joined_custom_summary_formulas.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 25573d110755133ff4e0aa34d22ae285b763788aebeeaed55005c70d88791056
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Add a Summary Formula to a Joined Report

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

<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: both Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <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>
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          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d51396e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51396e78 ">To create, edit, and delete joined reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51396e78 ">
              <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 <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

              </dl>
            </td>

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

Add a summary formula to a joined report in Lightning Experience

1. Create or edit a joined report.
2. 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.
3. From the Columns section of the Outline panel, click **![the more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/questions_portal_hide_snapshot.png)** adjacent to a block name.
4. 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**.
5. Write the formula. For help with writing the formula, see [Evaluate Groups and Totals with Summary Formulas](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields_formulas.htm&release=264.0.0&type=5 "Write summary formulas to evaluate a report's group subtotals and grand totals. For example, summary formulas can adjust earnings after tax.").
6. Click **Apply**.

Add a custom summary formula to a joined report in Salesforce Classic

1. Create or edit a joined report.
2. 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**.
3. 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**.
4. Write the formula. For help with writing the formula, see [Evaluate Groups and Totals with Summary Formulas](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields_formulas.htm&release=264.0.0&type=5 "Write summary formulas to evaluate a report's group subtotals and grand totals. For example, summary formulas can adjust earnings after tax.").
5. Click **OK**.

The summary formula column appears in your report.

#### See Also

- [Evaluate Groups and Totals with Summary Formulas](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields_formulas.htm&release=264.0.0&type=5 "Write summary formulas to evaluate a report's group subtotals and grand totals. For example, summary formulas can adjust earnings after tax.")
- [Summary Formulas with Joined Reports](https://help.salesforce.com/s/articleView?id=analytics.reports_csf_joined_reports.htm&release=264.0.0&type=5 "Two types of custom summary formulas are available with joined reports: standard and cross-block.")
- [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.")