When a field stores values as text instead of a numeric type, Salesforce Reports cannot automatically calculate percentages. This example demonstrates how to use Row-Level and Summary Formula columns to calculate the percentage of records that match a specific text value, such as the percentage of contacts who speak English.
Let's assume the Contact object has a custom "Text" data type field 'Languages__c' where different languages are added as text values.
So, in order to calculate the percentage of English speakers:
Step 1: First, create a new report by selecting 'Contacts & Accounts' as the Report Type.
Step 2: From the Filters pane, update the filters to decide which Contact and Account need to be displayed on the report. Specify the range of Created Dates etc., based upon the individual's use case.
Step 3: In order to exclude the null values of 'Languages__c' field from the report, create a filter to make this field 'not equal to' NULL.
Step 4: From the Outline pane, add the necessary fields to the Columns section, including the First Name, Last Name, Account Name, etc., as per client's requirements.
Step 5: From the Groups section of the Outline pane, add Type field under Group Rows by searching for the Type field.
Step 6: From the Outline pane, under the Columns section, create a Row-Level Formula column by clicking on | Add Row-Level Formula.
Step 7: Provide the Column Name, Description, Formula Output Type equals Number, Decimal Points equals 0 and Formula equals:
IF(Contact.Languages__c="English",1,0)
Step 8: From the Outline pane, under the Columns section, create a Summary Formula column by clicking on | Add Summary Formula.
Step 9: Provide the Column Name, Description, Formula Output Type equals Number, Decimal Points equals 2 and Formula equals:
(Contacts who speak English/Count)*100 as shown below.
Step 10: In order to save and run the report, provide a name to the report and click Save & Run.
Step 11: Toggle On the Subtotals button at the bottom of the report in order to view the percentage of English speakers based on Type of Account, otherwise turn off the button to see the overall percentage.
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