Salesforce Report Formulas using Lightning Report Builder

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3 simple scenario explained.
Scenario 1 :: Just Display Sub Total and Grand Total - gives an idea what and how to pull these values into custom Report Formula Fields.
Scenario 2 :: Displays the Win Rate of deals with each Account.
Scenario 3 :: The Formula Field displays the Revenue generated by each account relative to the overall Revenue.

Along the way explains a briefly the Lightning Report Builder.
  1. Salesforce Applied
  2. Salesforce Reports
  3. Report Formulas
  4. Lightning Report Builder
  5. Salesforce Report Formulas
  6. PARENTGROUPVAL
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Комментарии
Автор

Hi what formula should I use in salesforce reports to calculate percentage of a text field?

sakshi
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Thanks for sharing! what about formulas to interact with the totals according to the owner?

JaimeBIDtravel
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Hi thanks for info I have the same requirement but in for that formula field I should not see Fx (word) in (fX win % ) column May I know can we do that .?

rajmk
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How do we remove duplicate values from a salesforce report?

Chriss_kingdom
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Jahapanah.. tussi great ho.. 🍑 kabul karo.. Thank you so much for this!! :)

beautifulgoa
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Open Cases which are more than Due Date

ravirajtate