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Hi, I created a matrix report that needs to aggregate information on opportunities and product line items. 

 

If an opportunity contains one or more products with the same name (let's say it contains 3 of those products), it should only display the number 1, not the actual number of products (that corresponds with the actual rows in the report if I show details). I did this by creating a formula field that shows a value of 1 if the RowCount >0, else it shows a value of 0.

 

But then I want to sum those calculated fields so that the total for the next (higher) group level shows the sum of these calculated fields, and not the sum of the actual rows in the report. 

 

And this baffles me. I cannot find a way to do this. It seems to be impossible to create a new formula field and place that on the higher group level, and in that formula use the formula field that I created on that lower level. 

 

Does somebody know how to sum custom summary fields ?

 

Thanks, 
3 respuestas
  1. 8 ago 2018, 19:24
    Hi there, were you ever able to figure this out? I am having the same issue of not being able to summarize formulas in reports.

     

     
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