Compare Groups with PARENTGROUPVAL() and PREVGROUPVAL()
Write row level formulas to evaluate each record in a report. For example, see how many
days it took each opportunity to close by subtracting the Open Date from the Close
Date.
Required Editions
Available in: Salesforce Classic and
Lightning Experience
Available in: Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete formulas in private reports:
Enhanced Folder Sharing
Create and Customize Reports
To create, edit, and delete formulas in public and private reports:
Enhanced Folder Sharing
Report Builder OR Report Builder (Lightning Experience)
PARENTGROUPVAL and PREVGROUPVAL Use PARENTGROUPVAL to calculate values relative to a parent grouping. Use PREVGROUPVAL to calculate values relative to a peer grouping.
Calculate Values Relative to a Parent or Peer Group You can add a formula that calculates values relative to a parent or peer grouping in a Lightning report. PARENTGROUPVAL calculates values relative to a parent grouping. PREVGROUPVAL calculates values relative to a peer grouping. For example, calculate the proportion of total opportunity amounts from each lead source, or compare sales each month to the previous month.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.