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Evaluate Groups and Totals with Summary Formulas
Write summary formulas to evaluate a report's group subtotals and grand totals. For example, summary formulas can adjust earnings after tax.
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: |
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| To create, edit, and delete summary formula columns in public and private reports: |
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With the report builder, you can summarize numeric columns with four built-in functions:
Sum, Average, Min, and Max. If you want to
know the total value of closed opportunities, you can calculate it by finding the Amount column
in the report preview and clicking 
| Summarize | Sum.
But what if you want to know the total value of closed opportunities after tax, and what if earnings are taxed at a progressive rate? (Say, 15% on sales below $1,000,000, and 20% on sales above $1,000,000). Add a summary formula column named “Amount After Tax” to your report and use a formula like this one to evaluate the Amount column:
IF(AMOUNT:SUM < 1000000, AMOUNT:SUM * (1 - 0.15), AMOUNT:SUM * (1 - 0.20))Now you can easily incorporate after-tax earnings into fiscal quarter planning.
- Add a Summary Formula Column to a Report
Before adding a summary formula to your report, be sure to group report data. Summary formula columns require at least 1 group. - Edit a Summary Formula Column
To update a summary formula after adding it to a report, edit it. - Delete a Summary Formula Column
If you no longer need a summary formula column, delete it. - Get the Most Out of Summary Formulas: Tips, Limits, and Limitations
Summary formulas are a powerful reporting technique, but they can be tricky. Here are some tips, limits, and limitations to keep in mind when working with them.
