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I have had this issue in the past as well but I have grouped a report by sales rep and then have created custom formulas to add up their revenue from different fields. When I put those formulas onto the report and export it to Excel they show up on the row below the grouping. So I have the sales rep name in row 1 and their revenue in row 2, the next rep in row 3 and their revenue in row 4 and so on.  Does anyone know if I can get those formulas to show up on the same row as the grouping in Excel?

 

Keith Schroeder

 

Journal Communications
1 Antwort
  1. 29. Apr. 2024, 21:41

    Old question, but answering for posterity.

     

    You can do this by hiding detail rows and grouping by the field you want the summary formulas by, eg: Owner. Also toggle off Row Counts.

     

    Here's an example I made that summarizes all opportunity data by Account name. Old question, but answering for posterity. You can do this by hiding detail rows and grouping by the field you want the summary formulas by, eg: Owner. Also toggle off Row Counts.

    When detail rows are toggle on, you'll then see multiple rows for each account grouping, which is what you don't want based on your description.2024-04-29_03097.png

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