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    Salesforce Report Summary Functions Cheatsheet

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    Madhuri Malayathi
    The document discusses two summary functions - PARENTGROUPVAL and PREVGROUPVAL - that can be used in custom summary formulas for reports to calculate relative values based on grouping. PARENTGROUPVAL returns the value of a specified parent grouping, while PREVGROUPVAL returns the value of a specified previous grouping. Examples are provided to demonstrate how to use the functions to calculate values relative to grand totals or previous months in reports grouped by product and date.

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    Salesforce Report Summary Functions Cheatsheet

    Uploaded by

    Madhuri Malayathi
    141 views2 pages
    The document discusses two summary functions - PARENTGROUPVAL and PREVGROUPVAL - that can be used in custom summary formulas for reports to calculate relative values based on grouping. PARENTGROUPVAL returns the value of a specified parent grouping, while PREVGROUPVAL returns the value of a specified previous grouping. Examples are provided to demonstrate how to use the functions to calculate values relative to grand totals or previous months in reports grouped by product and date.

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    The document discusses two summary functions - PARENTGROUPVAL and PREVGROUPVAL - that can be used in custom summary formulas for reports to calculate relative values based on grouping. PARENTGROUPVAL returns the value of a specified parent grouping, while PREVGROUPVAL returns the value of a specified previous grouping. Examples are provided to demonstrate how to use the functions to calculate values relative to grand totals or previous months in reports grouped by product and date.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    141 views2 pages

    Salesforce Report Summary Functions Cheatsheet

    Uploaded by

    Madhuri Malayathi
    The document discusses two summary functions - PARENTGROUPVAL and PREVGROUPVAL - that can be used in custom summary formulas for reports to calculate relative values based on grouping. PARENTGROUPVAL returns the value of a specified parent grouping, while PREVGROUPVAL returns the value of a specified previous grouping. Examples are provided to demonstrate how to use the functions to calculate values relative to grand totals or previous months in reports grouped by product and date.

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    REPORT FORMULA SUMMARY FUNCTIONS

    Abstract Did you know that you can calculate relative values for groupings in reports? With summary
    The PARENT- functions in custom summary formulas, you can!
    GROUPVAL and
    PREVGROUPVAL
    Summary functions let you use grouping values in custom summary formulas for reports. Formulas
    summary functions
    are available with summary, matrix, and joined reports.
    offer a powerful way
    to use grouping val-
    ues in report formu- There are two summary functions: PARENTGROUPVAL and PREVGROUPVAL.
    las.
    PARENTGROUPVAL
    Use this function to calculate values relative to a parent grouping.

    Description: This function returns the value of a specified parent grouping. A “parent”
    grouping is any level above the one containing the formula. You can only
    use this function in custom summary formulas for reports.
    Use: Summary and Joined: PARENTGROUPVAL(summary_field,
    grouping_level)
    Matrix: PARENTGROUPVAL(summary_field,
    parent_row_grouping, parent_column_grouping)
    Where summary_field is the summarized field value,
    grouping_level is the parent level for summary reports, and
    parent_row_level and parent_column_level are the parent
    levels for matrix reports.

    Example:
    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.

    PREVGROUPVAL
    Use this function to calculate values relative to a peer grouping. If there is no previous grouping,
    the function returns a null value.

    Description: 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

    Last updated: September 14, 2012


    Report Formula Summary Functions

    1; the maximum is 12. You can only use this function in custom summary
    formulas for reports.
    Use:
    PREVGROUPVAL(summary_field, grouping_level [,
    increment])

    Where summary_field is the name of the grouped row or column,


    grouping_level is the summary level, and increment is the number
    of rows or columns previous.

    Example:
    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.

    1. Double-click Add Formula in the Fields pane.


    2. In the Custom Summary Formula dialog, under Functions, select Summary.
    3. Select PARENTGROUPVAL or PREVGROUPVAL.
    4. Select the grouping level and click Insert.
    5. Define the formula, including where to display the formula.
    6. Click OK.

    For more information, see “Working with Formulas in Report Builder” and “Building Custom
    Summary Formulas” in the Salesforce online help.

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