Summary Formulas with Joined Reports

Standard Custom Summary Formulas

Standard custom summary formulas apply to one report type, and can be added to blocks that are based on that report type only. For example, a summary formula created for the Cases report type can only be applied to Cases blocks. The configuration options for custom summary formulas are the same for joined reports, reports grouped by rows (summary), and reports grouped by rows and columns (matrix).

Keep the following in mind when working with custom summary formulas in joined reports.

• In Lightning Experience, formulas are automatically added to the block from which they're created. In Salesforce Classic, the formulas aren't automatically added to the report when you create them. To add a formula to a block in Salesforce Classic, drag it to a block with the same report type.
• When you add custom summary formulas to a block, they appear to the right of the standard fields in the order in which you added them to the block. If you also add cross-block custom summary formulas, they appear to the right of the standard ones.
• The results of custom summary formulas are affected by the filter options applied to the blocks they're included in. As a result, the same formula can yield different results in different blocks.
• You can add up to 10 custom summary formulas to each block in a joined report. A joined report can have a total of 50 custom summary formulas.
• Each custom summary formula must have a unique name. However, standard and cross-block custom summary formulas can have the same name.
• Custom summary formula names can't include brackets (“[“ or “]”).

Cross-Block Custom Summary Formulas

Cross-block custom summary formulas let you calculate values across multiple blocks in a joined report. For example, you can use a cross-block formula to calculate the ratio of open to closed opportunities for an account or the ratio of closed pipeline deals to sales targets.

Building a cross-block formula is similar to creating a standard one. The same data formats, formula options, functions, and calculation display locations are available. The formula syntax is also similar, except that block information is also included. For example, when calculating the ratio of opportunities to cases for each account, the formula also includes the block title: [Opportunities block 1]RowCount / [Cases block 2]RowCount. If you omit block title, you see an error message when you check formula syntax or save the formula.

Keep the following in mind when working with cross-block custom summary formulas.

• You can add a cross-block formula to any block in the report.
• In Lightning Experience, cross-block formulas are automatically added to the report when you create them. In Salesforce Classic, cross-block formulas aren't automatically added to the report when you create them. To add a cross-block formula in Salesforce Classic, drag it to a block.
• When you add cross-block formulas to a block, they appear to the right of standard ones in the order in which you add them to the block.
• The results of cross-block formulas are affected by the filter options applied to the blocks in the report. As a result, a cross-block formula can yield different results when you change filter options.
• Each joined report can have up to 10 cross-block custom summary formulas.
• Deleting a block that’s used in a cross-block formula also deletes the formula from both the Fields pane and any remaining blocks containing it.
• Each cross block formula must have a unique name. However, standard and cross-block custom summary formulas can have the same name.
• Cross-block formula names can't include brackets (“[“ or “]”).