Use PARENTGROUPVAL to calculate values relative to a parent grouping. Use PREVGROUPVAL to calculate values relative
to a peer grouping.
PARENTGROUPVAL
Use this function to calculate values relative to a
parent grouping.
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Description:
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This function returns the value of
a specified parent grouping. A “parent”
grouping is any level above the one containing the formula.
You can use this function only in custom summary formulas
and at grouping levels for reports, but not at summary
levels.
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Use:
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For reports that are grouped by rows (summary) and for
joined reports:
PARENTGROUPVAL(summary_field,
grouping_level)
For reports that are grouped
by rows and columns (matrix):
PARENTGROUPVAL(summary_field,
parent_row_grouping,
parent_column_grouping)
Where summary_field is the
summarized field value, grouping_level is GRAND_SUMMARY or the API name of the parent
level group for summary reports, and parent_row_level and
parent_column_level are the parent levels for
matrix reports.
In reports with multiple grouping
levels, you can set the grouping_level to be any group level higher
than the formula display level.
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Example:
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TOTAL_PRICE:SUM/PARENTGROUPVAL(TOTAL_PRICE:SUM, GRAND_SUMMARY)
This formula calculates, for each product, its relative size
compared to the grand total. In this example, the report is
a summary of opportunities and their products, grouped by
Product Name.
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PREVGROUPVAL
Use this function to calculate values relative to a peer grouping. If there's no previous
grouping, the function returns a null value.
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Description:
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This function returns the value of a
specified previous grouping. A “previous”
grouping is one that comes before the current grouping in
the report. Choose the grouping level and increment. The
increment is the number of columns or rows before the
current summary. The default is 1; the maximum is 12. You
can use this function only in custom summary formulas and at
grouping levels for reports, but not at summary
levels.
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Use:
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PREVGROUPVAL(summary_field, grouping_level [, increment])
When summary_field is
the name of the grouped row or column:
grouping_level
is the API name of the peer level group whose
summary value is used for the previous grouping. increment is
the number of previous groupings.
In reports with multiple grouping levels, you can specify
grouping_level to
be either the same group level as the formula display level
or a group level higher than the formula display level.
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Example:
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AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)
This formula calculates, for each month, the difference in
amount from the previous month shown in the report. In this
example, the report is an opportunity matrix with columns
grouped by Close Date and rows by
Stage.
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Example: Three Week Moving Average
To
calculate a three-week moving average of opportunity amounts:
(OppProductTrends__c.Amount__c:SUM+ PREVGROUPVAL(OppProductTrends__c.Amount__c:SUM, OppProductTrends__c.as_of_date__c) + PREVGROUPVAL(OppProductTrends__c.Amount__c:SUM, OppProductTrends__c.as_of_date__c,2))/3
