Salesforce Reporting Formulas

  1. Using PREVGROUPVAL
    1. Formula for period-to-period percentage change. Use a date grouping, such as created date (group by week, month, etc. Then use a report summary formula such as: (RowCount – PREVGROUPVAL(RowCount, CREATED_DATE))/PREVGROUPVAL(RowCount, CREATED_DATE) Date group must be sorted ascending.
  2. Using PARENTGROUPVAL
    1. Percentage of grand total summary. Found this useful when showing group record counts (Matrix reports) as percentage of the total:
      1. Complete Formula:  RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)
  3. Non-Grouping Reporting
    1. Another useful article on calculating win (WON:SUM / CLOSED:SUM) and loss ((CLOSED:SUM – WON:SUM) / CLOSED:SUM) rates