As a system admin, I worked on Salesforce reports. Recently, the sales manager asked me to create the account’s annual revenue report. However, some account records fields are blank and include null values in the “Annual Revenue” field. To ensure the correct analysis, I need to create a Salesforce report with only records with non-null values in the “Account Revenue” field.
Here, I will explain how to filter out null values in the Salesforce report.
Filter Out Blank Values in Salesforce Reports
In Salesforce, blank values refer to when the user creates records and some fields are optional or not required and the user forgets to enter values in those records. These records are known as blank fields in Salesforce.
While we are creating the report and don’t want a blank value in it at that time, we can use this filter. This enables the user to narrow down the data and makes it more straightforward to analyze.
We can apply a blank values filter in the following features:
How to Filter Out Blank Values in Salesforce Reports
In the following steps, I will explain how we can filter out blank values in the Salesforce report.
1. Click on App Launcher -> Search “Reports” -> Click on Reports.
2. To create a new report, click the “New Report” button.
3. Go to All category -> to select a Report Type, Search “Accounts, “you can search on which object you want to create a report. -> Select Accounts.
3. The Annual Revenue field column has some blank values; we need to filter them so that, after filtering out null values, the annual revenue column will display only those account records with populated annual revenue fields.
4. Click on the Filter option -> Click on the Add filter option. -> Select a field that contains blank values. Here, I have selected the Account Revenue field.
Select the operator as not equal to -> Do not select anything in the Value field. Leave it blank. -> Click on the Apply button.
5. After applying the filter, you can see that the annual revenue field in the report does not contain a null value.
This is how you can create a report on blank or null values using a filter in Salesforce.
Filter Out Non-Blank Values in Salesforce Report
Now, if you want to display only records that contain null values or blank records, then in the operator, instead of not equal to, select the equals operator and leave the value field blank.
Now, we can see in the report only those records displayed that have a Type field value of Blank.
This is how we can display blank records in the Salesforce report.
Conclusion
I hope you have an idea about what is meant by filtering null or blank values in a Salesforce report. I have explained how to filter out null values in the Salesforce report with real-time scenarios and step-by-step explanations. Additionally, I explained how to filter out non-blank values in the Salesforce report.
You may like to read:
- How to Insert Null or Blank Values with the Salesforce Data Loader
- Salesforce NULLVALUE Function
- How to Filter Report By Current User in Salesforce
- How to Use Add Filter Logic in Salesforce Report
- How to Filter Multiple Value in Salesforce Report
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
