How to use custom summary formulas in a report
Use custom summary formulas in Summary and Matrix reports to create new summaries of your numerical fields, in a ddition to the standard summaries.
Things to know about custom summary formulas
- You can have up to five per report
- Formulas cannot reference other summary formulas
- Formulas CAN reference formula fields in the data
- They only display on summary rows, not detail record rows
Adding a custom summary formula - Click Reports
Open the report you want to modify
Click Customize
Click Add Formula
Give it a name, choose the format, click Summary Fields
- Give your summary formula a descriptive name (and add a description below it)
- Choose the format
- Select where the formula will be displayed
- Click on Summary Fields
Select the first field
Choose the operators
Select what you would like to do
For this example, we are looking at the win rate percentage - so we are going to divide the wins by the closed
Choose the second field
Check your formula
I am dividing the sum of the won opportunities by the sum of the closed opportunities. I want to check syntax to make sure it's okay.
View the report
Save As
Give it a name and description
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