In Salesforce reports, we sometimes need to understand how much each group contributes to the total. This is where calculating the percentage of the grand total becomes very useful.
In this article, we will learn how to calculate the percentage of the grand total at the summary level in Salesforce reports with a simple step-by-step approach and real-time examples.
In our Salesforce org, we analyzed the successful opportunities from the previous quarter. There, we calculated the subtotal of the amount generated by the successful opportunities.
We are also required to determine the percentage of the amount generated by each opportunity to analyze its contribution to total revenue.
As a system admin, I was assigned the task of fulfilling this requirement. To solve this requirement, I calculate the percentage of the grand total at the summary level in Salesforce Reports.
What is Percentage of Grand Total in Salesforce Report?
In Salesforce reports, we can calculate the percentage of a summary field relative to the grand total to understand the distribution of similar data across the various fields, such as the number of opportunities at different stages.
In Salesforce reports, this is done by summarizing a field at the group level. We create a summary-level formula that adds a new column to your report, showing the percentage that each group’s total contributes to the overall total.
This is useful for summary or matrix reports to visualize each group’s contribution.
Calculate Percentage of Grand Total in Salesforce Reports
To create a formula to calculate the percentage of the total in a Salesforce report, navigate to the Reports tab and follow the steps below.
- In the reports tab, select the report in which you have to calculate the percentage of the total amount.
- In this example, I will calculate the percentage of the total Amount field for the Opportunity. In this report, I have grouped the opportunities by stage.
- Ensure that you have added the subtotal to the column. To add the subtotal, first enable the Subtotal option, then click the amount column dropdown and select Summarize > Sum.
- Now, we will add a formula column that displays the percentage of the total. For that, go to the left sidebar and
- In this step, we will define the summary-level formula for calculating the percent of the total amount.
- In the Column Name, enter the name of the formula column.
- In the Formula Output type, select the Percent option.
- In the Formula text area, enter the following formula:
Amount: SUM / PARENTGROUPVAL (AMOUNT:SUM, CLOSE_DATE)- In the above formula, Amount: Sum is the summary field, and Close date is the grouping level to calculate the percentage.
- To select a grouping content for the summary formula, click Selected Groups in the Display section. Then, select the grouping from the available group rows.
- Validate the formula, and if it validates successfully, click Save.
- As we click on the Apply button, the formula column will be created in the report, displaying the percentage of the opportunity’s total amount.
Finally, save and run the report to apply the changes that we have made.
So, this is how we can calculate the percentage of the grand total at the Summary Level in Salesforce reports.
Difference: Row-Level vs Summary-Level Formula in Salesforce Reports
| Feature | Row-Level Formula | Summary-Level |
|---|---|---|
| Works per record | Yes | No |
| Works on grouped data | No | Yes |
| Use case | Field calculation | Aggregated calculation |
Conclusion
By following the steps above, you can calculate the grand total percentage using a summary-level formula that displays the percentage for the grouped values.
I hope you have understood the concept of the percentage total in the Salesforce report by now. In the steps above, we discussed the procedure for creating a summary-level formula to calculate the percentage of the grand total in Salesforce reports.
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- Apply Filter by Scope in Salesforce
- Create Pipeline Reports in Salesforce
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- Apply Date and Relative Date Filter in Salesforce
Abhijeet is a skilled Salesforce developer with experience in developing and integrating dashboards, data reports, and Salesforce applications. He is also skilled at optimizing processes and flow automation processes, coding, and executing complex project architecture. Read more about us | LinkedIn Profile.
