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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

Using the PARENTGROUPVAL() function in the Matrix report

In the Matrix report, the syntax for this function is PARENTGROUPVAL(summary_field, parent_row_grouping, parent_column_grouping).

The same is true with the Summary report; the PARENTGROUPVAL() function is not applicable when you select the formula displayed as All summary levels. This function is applicable only when you select At a specific row/column grouping level....

The grouping level parameter in the Summary report is split into two parameters in the Matrix report: parent_row_grouping and parent_column_grouping.

Let's create a new Opportunity report with the Matrix format, filter the report by Close Date of 3 months, and then group by Calendar Month (column) and Stage (row). Refer ...

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Publisher Resources

ISBN: 9781788297387