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            Edit a Summary Formula Column

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            Edit a Summary Formula Column

            To update a summary formula after adding it to a report, edit it.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Available in: Enhanced Folder Sharing
            User Permissions Needed
            To create, edit, and delete summary formula columns in private reports: Enhanced Folder Sharing: Create and Customize Reports
            To create, edit, and delete summary formula columns in public and private reports: Enhanced Folder Sharing: Report Builder OR Report Builder (Lightning Experience)

            The steps for editing a summary formula column are a little different depending on whether you’re using Lightning Experience or Salesforce Classic. Follow the instructions based on whether you’re using the Lightning Experience or the Salesforce Classic report builder.

            Note
            Note Summary formulas are powerful and complex. For help with building your formula, refer to https://help.salesforce.com/articleView?id=customize_functions.htm&language=en_US in Salesforce Help.
            1. Edit a report.
            2. From the Formula Columns section, click the formula column you want to edit. (Don't click X. It deletes the formula column. If you accidentally delete the formula column, undo the deletion by clicking the undo icon.)
              Alternatively, from the Fields pane, under Summary Formulas, find the formula column you want to edit and click the more actions icon | Edit.
            3. Edit the summary formula.
            4. To see if your formula contains errors, click Check Syntax. Resolve any errors.
            5. Optionally, click FORMAT to choose how to format results, how many decimal points to show, and to change where the formula gets applied.
            6. Click Apply.
            7. Click Save.

            The summary formula column updates to reflect your edits.

            Edit a Summary Formula Column in Salesforce Classic

            1. Edit a report.
            2. From the Fields pane, find the summary formula you want to edit and click the pencil icon.
              The Custom Summary Formula menu opens.
            3. Enter a name for your formula column. The label must be unique. Optionally, enter a description.
            4. From the Format dropdown list, select the appropriate data type for your formula based on the output of your calculation.
            5. From the Decimal Places dropdown, select the number of decimal places to display for currency, number, or percent data types.
              This setting is ignored for currency fields in multicurrency organizations. Instead, the Decimal Places for your currency setting apply.
            6. Set the Where will this formula be displayed? option.
              The formula calculation displays in the report at the level you select. To display the formula calculation at every level, including the Grand Total, select All summary levels.
            7. Build your formula:
              1. Select one of the fields listed in the Summary Fields dropdown list.
                This field's value is used in your formula.
              2. Select a summary type for use in your formula.
                This option isn't available for Record Count.
                Summary Type Description
                Sum The summary value of data in a field or grouping of fields.
                Largest Value The largest value of data in a field or grouping of fields.
                Smallest Value The smallest value of data in a field or grouping of fields.
                Average The average of data in a field or grouping of fields.
              3. To add operators (like > or <) to your formula, click Operators.
              4. Select the function category (All, Logical, Math, or Summary), choose the function you want to use in your formula, and click Insert.
              5. Repeat these steps as necessary.
            8. To see if your formula contains errors, click Check Syntax.
              If there are errors, the cursor highlights them.
            9. Click OK.
            10. Click Save.
             
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