Activity Forums Salesforce® Discussions How to add summary formula in Reports in Salesforce?

  • Shweta

    Member
    May 19, 2020 at 2:34 PM

    Steps of add summary formula in the report:
    1. create a report
    2. From the Groups section, select a field from the Add group… lookup menu under GROUP ROWS.
    3. From the Columns section, click Show More | Add Summary Formula Column.
    4. Enter a name for the summary formula column.
    5. Choose the Formula Output Type.
    6. Enter a summary formula.
    7. To see if your formula contains errors, click Check Syntax. Resolve any errors.
    8. Click Apply.
    9. Click Save.

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