August 2017
Beginner to intermediate
402 pages
8h 32m
English
Content preview from Salesforce Lightning Reporting and Dashboards
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Using the PREVGROUPVAL() function in Matrix report
Let's use the PREVGROUPVAL() function in the Matrix report.
We would like to know the percentage of growth for Total Amount for each month:
- Create a Matrix report and group by Close Date (by Calendar Month) as the row grouping and Stage as the column grouping.
- Hide Remove Count, and hide Details. Filter only Open and Won opportunities.
- Create a formula summary called Month by Month; group it as Closed Date (by Calendar Month) and Column Grand Summary.
- Set the summary format to Percent with two decimal points.
- Enter this formula: (AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)) / PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE):
The summary formula will be added next to amount subtotal for each ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.