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PREVGROUPVAL

PREVGROUPVAL

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])

Where 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 for the previous grouping is used, and increment is the number of groupings previous.

In reports with multiple grouping levels, you can specify the grouping_level to be the same group level as the formula display level or a group level higher than the formula display level.

Formula Example
Formula 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.

 
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