Formulas solve all kinds of challenges in reporting in Salesforce! Salesforce provides three kinds of Formulas directly in the Lightning Report Builder – Row Level, Summary and Cross Block Formulas. This session focused on use cases for each of these types of Formulas on Reports, including examples of YoY YTD reporting, the Power of One, showing images on Cases, and analyzing with PrevGroupVal() and ParentGroupVal() functions in Summary Formulas. Be sure to watch the recording of Formulas for Reporting Part I and the recording of Formulas for Reporting Part II.
Dashboard Dōjō – Formulas for Reporting Part III
By: David Carnes|Published on: Mar 24, 2021|Categories: Recordings| 0 comments