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Supriya P 24 Summary formula field for opportunity stages
Hi All,
please help me in below requirement.
I have opportunity report summarised by stages and owner.
Now the requirement is to calculate the percentage of each stage.
ex:total opp= 9
demo booked= 5
demo sat=4
code generated=3
I want to see the result demo booked/demo sat in % and
demo sat/code generated in %.
How can i achieve this in report by using summary formula.
Thanks in advance,
Supriya
please help me in below requirement.
I have opportunity report summarised by stages and owner.
Now the requirement is to calculate the percentage of each stage.
ex:total opp= 9
demo booked= 5
demo sat=4
code generated=3
I want to see the result demo booked/demo sat in % and
demo sat/code generated in %.
How can i achieve this in report by using summary formula.
Thanks in advance,
Supriya
As far as I know, there is only one way of showing percentage in reports
As per this help article, you need to create a custom summary formula
To display the percentage of fields by grouping at a summary level, select the RowCount to consider the total number of rows in each grouping and use the formula structure PARENTGROUPVAL(summary_field, grouping_level)
Let me know if this helps, if it does, please mark this answer as best so that others facing the same issue will find this information useful. Thank you