Salesforce Advanced Administrator Certification Guide

Formulas in reports

Do you miss using formula fields? Regardless of whether the answer is yes or no, reports come with some useful formula options:

• Column summaries
• Summary formulas
• Row-level formulas (beta, as of Winter 2020)

Using column summaries is the least complex way of creating a summary formula out of a numeric field. This is achieved by opening any numeric field options on the corresponding report's column header:

Creating summary fields

We can do one or all of the following operations:

• Sum
• Average
• Max
• Min

You can even click on the Columns sidebar to open up the Summarize popup:

Summarize popup from the Columns sidebar

In this ...