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Guidelines for Requesting Summary Formulas
A summary formula evaluates a report's group subtotals and grand totals, with the results of the formula shown in summary rows. Learn more about summary formulas to help you request useful formulas from Einstein Report Formula Generation.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Einstein 1 Sales Edition and Einstein 1 Service Edition. |
Here are some tips to help with phrasing your requests to Einstein.
- A summary formula requires at least one group.
- Each report supports five summary formulas.
- Describe the formula you want in simple terms in your natural language.
- Be as specific as you can about the details of the formula.
- Name the fields and functions, if possible, and define your concepts. For example, if you want your formula to contain a logical evaluation, name a function such as IF.
- Often a question about your business is the best approach. Here are a few examples.
- After deducting taxes and expenses, what are our net earnings?
- What percentage of our opportunities are attributable to each lead source?
- In which month did we do the most business last year?
- Einstein can generate Number or Boolean summary formula types.
- Einstein can use these types of operators and functions in summary formulas.
- Math and logical operators (such as +, -, >, <)
- Aggregation functions (SUM, AVG, MIN, MAX, UNIQUE, MEDIAN)
- Logical functions (such as IF, AND, OR)
- Einstein can’t use date or date-time functions or fields in summary formulas.
- A summary formula can't reference another summary formula or a row-level formula.
To give you more ideas about how to create useful formulas, here are some common requests and the responses they generate. Keep in mind that your field names can be different than those shown in the table.
| Your Request | Einstein's Response |
|---|---|
| Calculate minimum list price per group | This formula calculates the minimum list price from all sales orders. ssot__SalesOrder__dlm.List_Price__c:MIN |
| What’s the win rate for each sales region? | This formula calculates the ratio of won to closed opportunities, providing the percentage won for each sales region. WON:SUM/CLOSED:SUM |
| Generate a formula that gives average price of all sales orders | Calculates the average price of all sales orders by taking the average of the Grand Total Amount of all sales orders. ssot__SalesOrder__dlm.ssot__GrandTotalAmount__c:AVG |
| If Sum of Amount is larger than 100,000, apply 15% off on it, otherwise 20% off. | Calculates the discounted amount based on the sum of the Opportunity Amount column. If the sum of the Amount column is larger than 100,000, a MOD(15, discount) is applied. Otherwise, a MOD(20, discount) is applied. IF(ssot__Account__dlm.ssot__AnnualRevenueAmount__c:SUM > 100000, ssot__Account__dlm.ssot__AnnualRevenueAmount__c:SUM * (1 - 0.15), ssot__Account__dlm.ssot__AnnualRevenueAmount__c:SUM * (1 - 0.2)) |
| Combine sum of pushcount and sum of amount | This formula calculates the total sum of the Amount and PushCount fields from the Opportunity Sales data model. Opportunity_Sales__dlm.Amount__c:SUM + Opportunity_Sales__dlm.PushCount__c:SUM |
