Build Powerful Report Formulas in Lightning!

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  • Опубліковано 26 лип 2024
  • Formulas are reimagined on the Lightning Report Builder. Whether you want to build a summary formula or a new row level formula on a report, it's all possible without creating a custom formula field or exporting to Excel! Learn how you can get more from your out of the box Salesforce Lightning Reports by building simple row level formulas such as Number of Days between Created Date and Closed Date for each opportunity record and advanced summary formulas such as Monthly Percent of Growth by Salesperson.
  • Наука та технологія

КОМЕНТАРІ • 5

  • @earvinlorenzmagnayeearvin0938
    @earvinlorenzmagnayeearvin0938 2 роки тому

    How do you create a row level formula separating stage revenue, for example Win and Verbals?

  • @chrisschmidt8748
    @chrisschmidt8748 3 роки тому +3

    Hi. When you ran the report at 10:38, how did you get the formula output type as text? I only see number, percent and currency. Thank you!

    • @roelherrera
      @roelherrera 2 роки тому

      Chose the opcion: Add Row-Level formula

  • @iconstone7426
    @iconstone7426 2 роки тому

    Somehow, when we do the exact same steps..it does turn up with error...

  • @mattbrown4783
    @mattbrown4783 Рік тому

    What an odd demonstration, your second example made it look like you could do 2 Row Level Formulas in the same report, which was clarified in the questions, and you provided Emojis as if that was a simple output, which it's not. This video was posted in 2019, and we still can't add more than one Row Level Formula to a report. Emoji sad face.