Summary Variable Fields

The type of math function that the summary variable performs on the aggregate field values.

• Sum: Add all values in the aggregate field together
• Average: Calculate the average of all the aggregate field's values
• Min: Find the lowest of all the aggregate field's values
• Max: Find the highest of all the aggregate field's values
• Count: Count the number of records that meet the filter criteria

When a summary variable's aggregate field and/or search filters don't return any records, the Max and Min aggregate functions return a null value, while all other aggregate functions return 0.

The aggregate function performs math on the aggregate field.

For example, you could set your target object to Quote Line and the aggregate field to List Price. If your aggregate function is Add, Salesforce CPQ adds up the values of all list prices on your quote. When you reference your summary variable, it returns the combined value of list prices on your quote lines.

Always make sure your aggregate field exists on your target object. Otherwise, your summary variable returns null or 0 depending on its aggregate function.

The math function used in a secondary equation.

Choose a field that exists on both the target object and the quote.

Your summary variable can perform another equation using the results of its aggregate function against either the value element or the variable element.

Use the filter field and filter value to evaluate only records that match the filter.

For example, start with the aggregate field of List Price and filter down to list prices from only quote lines whose Product Family equals Hardware. Product Family is the filter field, and Hardware is the filter value.

An optional constraint that filters by quote-level field values.

Choose a field that exists on both the target object and the quote. Your summary variable includes a record's aggregate field for evaluation only if the constraint field's value matches on both the target object and the quote.

For example, your summary variable averages list prices on the asset. You could make a custom Industry field on your quote and asset, then set Industry as your summary variable's constraint field. When Industry equals Hardware on both the asset and its parent quote, your summary variable includes that asset's list price in the fields it averages.

The constraint field isn’t a standalone field. This field is evaluated if the filter criteria in the summary variable are met.

A number used to perform a mathematical operation against the results of your aggregate function.

For example, let's say your aggregate function returns a value of 144. Your composite operator has a value of Divide and your value element has a value of 2. In this case, your summary variable returns a value of 72.

The variable element looks up to another summary variable. You can take the results of your aggregate function and perform another operation on them using the composite operator and the variable element.

For example, let's say your aggregate function returns a value of 10. Your composite operator has a value of Multiply and your variable element looks up to a summary variable that returns 20. In this case, your summary variable returns a value of 200.