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Salesforce Lightning Reporting and Dashboards by Johan Yu

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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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