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Calculate Percentage Change in a Value at Summary level

Fecha de publicación: Oct 13, 2022
Descripción
In a Report, calculate the percentage change in a Summarized field over Row or Column grouping. Arithmetically, the percentage change is calculated as:

((Current_value - previous_value) / previous_value) * 100

In Salesforce Report the same format is used.
Solución
Consider a Report on Opportunities in a Matrix Format.

For Example:

Row grouping is “Owner” field and Column grouping is “Close Date” by Calendar Month. Opportunity Amount is Summarized field. We want to calculate Amount increase or decrease from Month to Month for each Opportunity Owner.

1. On the Report | Click Customize | Add Formula | Name this Formula Format: Percentage | Select correct combination of fields to show your formula.
 

       (AMOUNT:SUM - PREVGROUPVAL (AMOUNT:SUM, CLOSE_DATE)) / PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)

 
Note:

Change in any Summarized field over Column or Row grouping can be calculated using the above Formula. Make sure you select correct field combination to show the Formula field.

See Also:

Percentage of grand total at summary level in reports
Número del artículo de conocimiento

000383183

 
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Salesforce Help | Article