Custom summary formulas allow you to calculate values based on the numeric fields available in the report type. This means that you do not have to create custom formula fields for calculated results if they are only relevant in reports.
Formulas must be 3,900 characters or less. Up to five formulas can be created per report. Fields available for custom summary formulas are Number, Percent, and Currency. To add a new formula to a summary or matrix report, navigate to the Fields pane, where at the top, you will see the formulas folder icon. By double-clicking on the Add Formula option, you can define it and then click on OK. After you have defined a new formula on the report, it automatically gets added to the preview pane as a column for summary reports and as a summary field for matrix reports.
The following screenshot shows you the formula called Avg Expected Revenue, the top-left section of the Fields pane, and how it automatically appears in the preview pane as a column (on the far right) for the example summary report.
To define a formula field, follow these steps:
Summary type |
Description |
---|---|
|
The sum of data in a field or grouping of fields |
|
The largest value of data in a field or grouping of fields |
|
The smallest value of data in a field or grouping of fields |
|
The average of data in a field or grouping of fields |
Hiding details when building new reports
Often when building new reports, you will not necessarily know just how many records are actually going to be returned. This can be the reason for the report in the first place. You might also be experimenting with the report format to see what data is being returned. In these cases, you should set the Hide Details option to prevent the detailed data being returned and show just the "skeleton" of the report—this shows you the number of rows that will be returned. Limiting rows on a tabular report allows you to use it as a source report for the dashboard table and chart components. However, if you change the report format, the Row Limit setting is automatically removed.
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