Use a Summary Function in a Custom Summary
Formula
Summary functions let you use grouping values in custom summary formulas for summary,
matrix, and joined reports. There are two summary functions: PARENTGROUPVAL and PREVGROUPVAL.
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 and Legacy Folder Sharing |
| User Permissions Needed |
| To create, edit, and delete reports: |
- Legacy Folder Sharing
- Create and Customize Reports
AND
Report Builder
- Enhanced Folder Sharing
- Create and Customize Reports
AND
Report Builder
|
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Double-click Add Formula in the Fields pane.
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In the Custom Summary Formula dialog, under Functions, select
Summary.
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Select
PARENTGROUPVAL or PREVGROUPVAL.
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Select the grouping level and click Insert.
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Define the formula, including where to display the formula.
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Click OK.
