Use a Summary Function in a Custom Summary
Formula
Summary functions let you use grouping values in custom summary formulas for summary,
matrix, and joined reports. There are two summary functions: PARENTGROUPVAL and PREVGROUPVAL.
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 and Legacy Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Legacy Folder Sharing
Create and Customize Reports
AND
Report Builder
Enhanced Folder Sharing
Create and Customize Reports
AND
Report Builder
Double-click Add Formula in the Fields pane.
In the Custom Summary Formula dialog, under Functions, select
Summary.
Select PARENTGROUPVAL or PREVGROUPVAL.
Select the grouping level and click Insert.
Define the formula, including where to display the formula.
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