PARENTGROUPVAL in Salesforce Reports
PARENTGROUPVAL is a function used in custom summary formulas to return the value of a summary field from a specified parent grouping or grand total. Please check the following example ....
Tag: Reports and Dashboards in Salesforce
PREVGROUPVAL in Salesforce Reports
PREVGROUPVAL is a funtion used in custom summary formulas to return the value of a summary field from a previous grouping. Example: (AMOUNT:SUM +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE) +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE, 2) ) / ....
Subfilters in Salesforce Reports
Subfilters provide an option to extend a cross filter by including only child records that meet certain criteria. Maximum is 5 per Cross Filter. Example: Cheers!!!
Cross filters in Salesforce Reports
Cross filters enable filtering of the parent records n a report by their related child records using with or without conditions. Maximum 3 Cross filters are allowed in a single ....
Custom Report Types in Salesforce
Custom Report Type in Salesforce is used to create custom report type for related objects for reporting and it allows up to 4 level. To create Custom Report Type, go ....
Export Details button on Salesforce Report
You can export up to 256 columns and 65,536 rows of data in one report. If the columns decreases, rows will be increased. Cheers!!!
How to change the colors in the Dashboard in Salesforce?
As of now we can change the colors in the Dashboard in Salesforce only if the dashboards are displaying results based on the picklist field. Sample Picklist field: City Sample Dashboard: ....
Conditional Highlighting in Reports in Salesforce
Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report ....
How to get the list of users who have given Grant Login Access in Salesforce?
1. Create a report with Users report type. 2. Filter the report as below Cheers!!!
How to give Reports access to another user in Salesforce?
Add the reports to a folder and give folder access to a Public Group where those users are added.