Salesforce Features
Custom Report Formulas
Every organization has unique requirements for analyzing information
critical to their sales, marketing, and service efforts. Frequently,
users need to aggregate and perform calculations on raw data to get the
right insight, spot trends, or uncover issues. With Summer ’05, users
can create their own mathematical formulas that combine data from
summary fields in a report, making that critical information more
accessible, more quickly.
This feature is available in team, professional and enterprise editions.
Training and Documentation
Feature Details
- Mathematical Calculations on Summary Fields: A broad range of mathematical operators and complex formulas can be used to construct formulas on summary fields contained within reports.
- Dashboard Usage: Reports with calculations can be used in dashboards for even greater flexibility and insight.
- Wizard-Driven Setup: Report formulas are available in the custom report creation wizard. Fields can be selected from menus along with available mathematical operators, making it easy for any business user to define and set up formulas.
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