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PARENTGROUPVAL( Account_Product_Sales__c.Gross_Profit__c:SUM, Account.ShippingState, Account_Product_Sales__c.Quarter__c))

I have a matrix report including the account's state as a grouping. The above formula works for non address fields but i cannot figure out the magic expression to get it to work with account address fields. This is the error i receive.

Account Address State In Report Formula

I know it's something to do with the way the compound fields work but this one is stumping me !
1 respuesta
  1. 1 nov 2017, 09:17
    Hi Jacob,

    Salesforce is your friend for the reports and can generate a correct formula for you.

    You have to play with the dropdown menus ( grouping level ) and you wil have all the permissible values for the parent grouping level.

    When you have found the good combination, just click "insert" and an "almost" working formula will appear.

    Hi Jacob,Salesforce is your friend for the reports and can generate a correct formula for you.

    Almost because "summary_field" is a generic name which must be replaced (for example with: RowCount)

    User-added image

    Without this assistance, we will not be able to generate the correct formula directly (very difficult to guess the names of the variables).

    Alain
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