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          Compare Groups with PARENTGROUPVAL() and PREVGROUPVAL()

          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.
           
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          Salesforce Help | Article