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Analyze Your Data
Add a Summary Formula to a Joined Report

Add a Summary Formula to a Joined Report

Summary formulas in joined reports are just like summary formulas in standard reports, except they can apply to multiple blocks or just one. When you add a summary formula to a block, you specify whether it applies across blocks or only to that block.

Required Editions

Available in: both Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete joined reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

Add a summary formula to a joined report in Lightning Experience
  1. Create or edit a joined report.
  2. Ensure that there is at least one grouping on the joined report. If necessary, group data by clicking Add group... and selecting a field to group by.
  3. From the Columns section of the Outline panel, click the more actions icon adjacent to a block name.
  4. To add a summary formula that only evaluates data in one block, click Add Summary Formula. To add a cross-block summary formula that evaluates all the data in the joined report, click Add Cross-Block Summary Formula.
  5. Write the formula. For help with writing the formula, see Evaluate Groups and Totals with Summary Formulas.
  6. Click Apply.
Add a custom summary formula to a joined report in Salesforce Classic
  1. Create or edit a joined report.
  2. Ensure that there is at least one grouping on the joined report. If necessary, group data by dragging and dropping a field onto the area that reads Drop a field here to group across report blocks.
  3. To add a standard custom summary formula, from the Fields pane, go to the report type category and double-click Add Formula. To add a cross-block custom summary formula, from the Fields pane, go to the Common category and double-click Add Cross Block Formula.
  4. Write the formula. For help with writing the formula, see Evaluate Groups and Totals with Summary Formulas.
  5. Click OK.

The summary formula column appears in your report.

 
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