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MrBrian Using prevgroupval as a summary field for parentgroupval report formula
Hello,
I am trying to create a report that shows cumulative install base and then our cumulative returning customers, and then use a formula to get a percentage for each year.
To achieve the cumulative record count for install base and returning customers, I am adding the row counts using parentgroupval:
Error: Invalid custom summary formula definition: Incorrect argument type for function 'PARENTGROUPVAL()'. .
Am I missing something? Is there a way to use the prevgroupvalue inside the parentgroupval? Or, is there a way to reference another formula as the summary field in parentgroupval?
I appreciate the assistance.
I am trying to create a report that shows cumulative install base and then our cumulative returning customers, and then use a formula to get a percentage for each year.
To achieve the cumulative record count for install base and returning customers, I am adding the row counts using parentgroupval:
(RowCount + IF(NOT ISBLANK(PREVGROUPVAL(RowCount, Account.Customer_Since__c,1)), PREVGROUPVAL(RowCount, Account.Customer_Since__c,1), 0) ... for each column in the reportBut when I go to get the percentage, I want my formula to look like this:
Numerator / PARENTGROUPVAL( PREVGROUPVAL(Account.Record_Count_Manual__c:SUM, Account.Customer_Since__c) , ROW_GRAND_SUMMARY, Account.Customer_Since__c)but I am getting the message:
Error: Invalid custom summary formula definition: Incorrect argument type for function 'PARENTGROUPVAL()'. .
Am I missing something? Is there a way to use the prevgroupvalue inside the parentgroupval? Or, is there a way to reference another formula as the summary field in parentgroupval?
I appreciate the assistance.
Summary formulas are a powerful reporting technique, but they can be tricky.
Here are some tips, limits, and limitations to keep in mind when working with them.
A summary formula can't reference another summary formula.
https://help.salesforce.com/articleView?id=reports_csf_tips.htm&type=5
Nothing wrong, just forbidden and the error message is often not quite telling.
For the workarounds, the list is relatively short:
1) export the details in Excel format and calculate the missing values with a spreadsheet (run the report + "Export details")
2) the cumulative values can only appear in summary reports or charts (Line charts).