Create Reports with Row-Level Formulas

Reports and Analytics are important tools to run any business. To answer business questions sometimes means making a calculation on every row in a report. With the feature of row-level formulas in Salesforce Reports, you don’t need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, create a row-level formula field right while creating a report and use it as a regular column. Example: Write a row-level formula on a closed opportunity report to calculate how long each opportunity took to close. Click Add Row-Level Formula, and write a formula that subtracts created date from the close date. CLOSE_DATE – DATEVALUE(CREATED_DATE) The row-level formula appears as a column on the reports. Features Available for Row-Level formula: Request a Free Consultation YOU MIGHT ALSO LIKE

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