How to Use Row Level Formulas in Salesforce Reports

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Learn how to use row-level formulas in Salesforce Lightning reports.
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[@cyndyferguson]

This is very helpful and I appreciate that you have taken the time to demo these use cases.

[@Rotive]

Thank you, I really appreciate the feedback!

[@eraajkhan]

Excellent Brian. Really helpful, short, bite size videos!

[@Rotive]

Thank you for the comment! Glad you found it helpful.

[@lulwutmusic]

You haven't solved the issue I'm having but you've solved an issue I didn't realize I was about to have lol. Great video!!!

[@Rotive]

We'll take it! What's the issue you're still having? Maybe we can help.

[@lulwutmusic]

@@Rotive - so I was looking for something which would take a time and date field and tell me what the day was. Due to the time being a part of the field, I couldn't work it out. I've managed to do it now but I don't really understand what I put in to my formula... (Basically I followed many guides until I'd Frankensteined a formula haha)

[@born4video]

Brian, thanks for such a clear and concise break down of the subject. I would really like to know how to filter by unique account without grouping by it and find the total number of sales by each person. It that possible ?

[@Rotive]

I don't think so, unfortunately. You're going to need to group in order to sum the opportunities by owner.

[@francobaresi4498]

Is there a way to calculate the case age, excluding weekends and then add 1 day to it using Report Row-Level or Summary formula?

[@user-ww7vc7my2r]

Could you please help as if we want to subtract Total of August - Total of July and Total is the same field, how can we achieve here with row level formula ?

[@Rotive]

Have you grouped your report by month? In that case, you'll want to use a summary level formula instead of a row level formula. Check out Lauren's video: ua-cam.com/video/R2YTU-NS7fE/v-deo.html

[@ruthb6655]

Can I do this with converted leads date?

[@Rotive]

You should be able to as long as you have the permissions to see converted lead records and their fields.

[@tombrown1377]

Is there a way to have columns that are based on field values, such as stage, price book or even buckets? I want to have columns instead of row groups.

[@Rotive]

You can group by columns just like you group by rows. Is that what you're asking? I'm not 100% sure.

[@tombrown1377]

@@Rotive not really, I want the values as column headers and the number of columns equal to the number of values for the field. For example, if I have 6 price books, I was a column for each price book as column headers. The rows would be the product and the values would be the price book amounts