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You're reading from Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

Product type Paperback

Published in Aug 2017

Publisher Packt

ISBN-13 9781788297387

Length 402 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Johan Yu

View More author details

Table of Contents (20) Chapters

Title Page

Credits

Foreword

About the Author

About the Reviewers

www.PacktPub.com

Customer Feedback

Preface

1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER

2. Concepts and Permissions in Reports and Dashboards

3. Implementing Security in Reports and Dashboards

4. Creating and Managing Reports

5. Understanding Report Types

6. Advanced Report Configuration

7. Adding Charts in Reports and Pages

8. Working with Reports

9. Building Dashboards in Lightning Experience

10. Learning Advanced Dashboard Configuration

11. Advanced Tips and Tricks for Reports and Dashboards

12. Dashboards and Reports in the Salesforce1 Mobile App

The Custom Summary Formula

Do not confuse a custom summary formula in the report with a formula field for an object. They are totally different things and not related at all, although they both have a formula.

The custom summary formula is only available in the Summary, Matrix, and Joined reports. Use a custom summary formula to calculate additional totals based on the numeric fields available in the report or the record count. The same holds true with the bucket field discussed earlier in this chapter. A custom summary formula created in a report will not affect any other places and is not related to other reports.

When you need to get a value from a Lookup or Master-Detail Relationship object, the formula field is the answer; you cannot use the custom summary formula in the report for this purpose. So whenever you need to get a field value from the parent lookup object for any usage (including for the report), create a formula field and then hide it from the page layout. However, only the...