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:

Filter and group report data by row-level formulas.
Sort groups by row-level formulas.
Reference row-level formulas in summary formulas.
Dashboard components, including charts, metrics, gauges, funnels, and tables, now support row-level formulas.
Row-level formulas support:
- Summaries, such as sum and average
- Picklist fields
- Conditional formatting
- Report charts
- Formatted report export
- Report subscriptions

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.