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Insert Formulas in the Collection Report

Insert Formulas in the Collection Report

Aug 6th, 2022

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How to Insert Formulas in the Collection Report

4.7 out of 5

21 votes

welcome to another episode of applied Salesforce here we will take Salesforce lightning report formulas for a spin we will discuss three scenarios the first scenario to create a simple report formula fields to just display the sum subtotal and grand total in an opportunity summary to put the second one is to know create a report to display the wind rate of opportunities for account and the third scenario is to project the revenue the share contributed by each account to the overall revenue so lets flip over to the report builder like now I have created a tabular report based on opportunities the filters used is all opportunities this time there is all time and all opportunities and the status equals close which includes both one opportunities and closed opportunities so let me first convert the tabular report to assembly report by group grouping the account name click here now the counters the opportunity report is grouped by account let me add a formula field so double click on creat

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