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Salesforce Report Summary Functions Cheatsheet

The document summarizes how to use the PARENTGROUPVAL and PREVGROUPVAL summary functions in Salesforce reports to calculate relative values for groupings. PARENTGROUPVAL returns the value of a specified parent grouping, while PREVGROUPVAL returns the value of a specified previous grouping. Examples are provided to demonstrate calculating a product's relative size to a grand total using PARENTGROUPVAL, and calculating the difference in an amount from the previous month using PREVGROUPVAL.

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242 views

Salesforce Report Summary Functions Cheatsheet

The document summarizes how to use the PARENTGROUPVAL and PREVGROUPVAL summary functions in Salesforce reports to calculate relative values for groupings. PARENTGROUPVAL returns the value of a specified parent grouping, while PREVGROUPVAL returns the value of a specified previous grouping. Examples are provided to demonstrate calculating a product's relative size to a grand total using PARENTGROUPVAL, and calculating the difference in an amount from the previous month using PREVGROUPVAL.

Uploaded by

Heather
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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REPORT FORMULA SUMMARY FUNCTIONS

Summary
Group values in report
formulas by using the
PARENTGROUPVAL and
PREVGROUPVAL summary
functions.

Did you know that you can calculate relative values for groupings in reports? With summary functions in
custom summary formulas, you can!

PARENTGROUPVAL and PREVGROUPVAL


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.
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 theres 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

Last updated: January 22, 2016

Report Formula Summary Functions

Using Summary Functions

or rows before the current summary. The default is 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.

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

Using Summary Functions


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 Work with Formulas in Reports and Build a Custom Summary Formula in
the Salesforce online help.

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