Activity Forums Salesforce® Discussions How to add summary formula in Reports in Salesforce?

  • Shweta

    Member
    May 19, 2020 at 2:34 pm

    Steps of add summary formula in the report:
    1. create a report
    2. From the Groups section, select a field from the Add group... lookup menu under GROUP ROWS.
    3. From the Columns section, click Show More | Add Summary Formula Column.
    4. Enter a name for the summary formula column.
    5. Choose the Formula Output Type.
    6. Enter a summary formula.
    7. To see if your formula contains errors, click Check Syntax. Resolve any errors.
    8. Click Apply.
    9. Click Save.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos