function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
SMonczkaSMonczka 

Need Help with Custom Formula

I am trying to generate a report based off of Number of Leads and Percentage of Leads by Source.  It needs to look something like this...

 

Leads                           Number          Percentage    

Total Assigned Leads                  330               100.00%    

Non contacted                         180                54.55%    

Attempted Contact Once                 47                14.24%    

Attempted Contact Twice                50                15.15%    

Attempted contact Three Times          20                 6.06%    

Attempted Contact Four Times           10                 3.03%    

Oppted Out                             10                 3.03%    

Converted to Opp                       13                 3.94%

 

My problem is the percentages.  How do I generate the percentages? I am asuming that I would use a Custom Formula in the summary feild but I dont know what formula to use.  Can someone point me in the right direction.

 

Thanks

Steve

 

Nick1746323Nick1746323

Hi,

there is a special function for custom summary formulas called PARENTGROUPVAL

I think this is what you are looking for. This lets you get the total row count of the parent group, which you need to calculate the percentage for each group. Click "show functions" and you will see it in the list

 

you will probably end up with a formula something like this:

 

RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)