Use Custom Summary Formulas to create calculated summaries on numerical fields in Salesforce and Lightning Experience reports.

Custom Summary Formulas

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Question

Use Custom Summary Formulas to create calculated summaries on numerical fields in _________ and ________ reports.

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A. B. C. D.

C.

The correct answer is A. Tabular and Summary reports.

Salesforce provides various types of reports to view, analyze and summarize data. Two commonly used report types are Tabular and Summary reports. Tabular reports provide a simple list of records that meet the report criteria while Summary reports group records together based on specified fields and display calculations such as totals, averages, and counts.

Custom Summary Formulas allow you to create calculated summaries on numerical fields in Tabular and Summary reports. With Custom Summary Formulas, you can create a formula to calculate a custom summary value based on the values in the numerical field(s) of the report. For example, you can create a formula to calculate the sum, average, or maximum of a numerical field and display the result as a custom summary value in the report.

To create a Custom Summary Formula, follow these steps:

  1. Go to the report you want to create a Custom Summary Formula for.
  2. Click on the "Add" button next to the "Custom Summary Formulas" section in the Fields pane.
  3. Enter a name for the formula and select the data type of the formula result.
  4. Enter the formula using the available functions and operators.
  5. Save the formula.

Once you have created a Custom Summary Formula, you can add it to the report as a custom summary field. In a Tabular report, the custom summary field appears as a column with the calculated summary value for each record. In a Summary report, the custom summary field appears as a summary value for each group.

In summary, Custom Summary Formulas can be used to create calculated summaries on numerical fields in Tabular and Summary reports. These formulas allow you to perform custom calculations and display the results as custom summary values in the report.