Salesforce Report Formulas
Useful formulas. Using PREVGROUPVAL: Formula for period-to-period percentage change. Use a date grouping, such as created date (group by week, month, etc. […]
Category: Report Formulas
Dashboards & Reports Quick notes
Quick notes on Salesforce dashboards and reports Dashboards can have up to three filters. Filters can have up to 50 options. Ten […]
Activity scoring using row-level report formulas
There are times when you want to assign a score to an activity, such as an event, based on the activity type. […]
Using ParentGroupVal in Salesforce reporting formulas
The ParentGroupVal function is used in Salesforce reports to group the values of a field by the value of a parent field. […]
Using PrevGroupVal formula in Salesforce Reports
Use the Report Summary Formula PrevGroupVal to compare metrics between peer groups. For instance use it to compare won amounts over successive […]