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Remove Duplicate Child Record Counts within a Report

Udgivelsesdato: Oct 13, 2022
Beskrivelse
 
In "Parent-Object with Child-Objects" report types, (e.g. Accounts with Opportunities), you may face a challenge to get the record count of the Parent Object, be it lookup or master-detail, since the record count gives the total number of Child Object records. This can be overcome using a workaround which involves the creation of a Formula Field.
Løsning

Create a Custom Formula field on each object which is part of the report type.
 
  1. Select Formula as the Data Type and click Next.
  2. Enter a Field Label.
  3. Select Number.
  4. Select 0 from the Decimal Places drop-down and click Next.
  5. Enter 1 in the formula text box (just a number one).
  6. Click Check Syntax.
  7. Click Next, then Next again, then Save.
Now add this Field to a report and summarize(sum) the field to get the count of Parent Records in the report. You can also use it to get average, percent, etc.



See also
Build a Report
Vidensartikelnummer

000385343

 
Indlæser
Salesforce Help | Article