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            PARENTGROUPVAL and PREVGROUPVAL

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            PARENTGROUPVAL and PREVGROUPVAL

            Use PARENTGROUPVAL to calculate values relative to a parent grouping. Use PREVGROUPVAL to calculate values relative to a peer grouping.

            PARENTGROUPVAL

            Use this function to calculate values relative to a parent grouping.

            Description: This function returns the value of a specified parent grouping. A “parent” grouping is any level above the one containing the formula. You can use this function only in custom summary formulas and at grouping levels for reports, but not at summary levels.
            Use:

            For reports that are grouped by rows (summary) and for joined reports: PARENTGROUPVAL(summary_field, grouping_level)

            For reports that are grouped by rows and columns (matrix): PARENTGROUPVAL(summary_field, parent_row_grouping, parent_column_grouping)

            Where summary_field is the summarized field value, grouping_level is GRAND_SUMMARY or the API name of the parent level group for summary reports, and parent_row_level and parent_column_level are the parent levels for matrix reports.

            In reports with multiple grouping levels, you can set the grouping_level to be any group level higher than the formula display level.
            Example: 
            TOTAL_PRICE:SUM/PARENTGROUPVAL(TOTAL_PRICE:SUM, GRAND_SUMMARY)

            This formula calculates, for each product, its relative size compared to the grand total. In this example, the report is a summary of opportunities and their products, grouped by Product Name.

            PREVGROUPVAL

            Use this function to calculate values relative to a peer grouping. If there's no previous grouping, the function returns a null value.

            Description: This function returns the value of a specified previous grouping. A “previous” grouping is one that comes before the current grouping in the report. Choose the grouping level and increment. The increment is the number of columns or rows before the current summary. The default is 1; the maximum is 12. You can use this function only in custom summary formulas and at grouping levels for reports, but not at summary levels.
            Use: 
            PREVGROUPVAL(summary_field, grouping_level [, increment])

            When summary_field is the name of the grouped row or column:

            • grouping_level is the API name of the peer level group whose summary value is used for the previous grouping.
            • increment is the number of previous groupings.

            In reports with multiple grouping levels, you can specify grouping_level to be either the same group level as the formula display level or a group level higher than the formula display level.
            Example: 
            AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)

            This formula calculates, for each month, the difference in amount from the previous month shown in the report. In this example, the report is an opportunity matrix with columns grouped by Close Date and rows by Stage.

            Example: Three Week Moving Average

            To calculate a three-week moving average of opportunity amounts:

            (OppProductTrends__c.Amount__c:SUM+ PREVGROUPVAL(OppProductTrends__c.Amount__c:SUM, OppProductTrends__c.as_of_date__c) + PREVGROUPVAL(OppProductTrends__c.Amount__c:SUM, OppProductTrends__c.as_of_date__c,2))/3

            See Also

             
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