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PARENTGROUPVAL

PARENTGROUPVAL

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

  • Summary and Joined:

    PARENTGROUPVAL(summary_field, grouping_level)

  • 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.

Formula Example
Formula 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.

 
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