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larrmill59larrmill59 

How to total a related list column

I thought this was a new feature of Salesforce but I can't seem to find it. Is there a way to show a running total of a field across all records when looking at the related list for that object?

 

For example, show a total of the Invoice RME Requested column in the footer of the related list below?

 

RME

RMEs

RMEs Help RMEs Help (New Window)
ActionRME: RME NameInvoice RME RequestedFee RME RequestedPricing RME RequestedLock Extension RMEGranted Amt
Edit | Del0810 Certified Federal$325.00$0.00$0.00$0.00 
Edit | Del0810 Cole Taylor$1,250.00$0.00$0.00$0.00 
Edit | Del0810 Cole Taylor2 $0.00$744.47$0.00$744.47
Edit | Del0810 Affinity $0.00$0.00$137.93$137.93
Edit | Del0810 Santa Cruz $250.00$0.00$0.00 
MayeUPAEPMayeUPAEP

You can use an "Roll-up Summary Field" in your parent Object.

For example you have Account (Parent Object) and Opportunities (Child Object) so in Account object you can create a summary field that will COUNT the number of opportunities or SUM the value, etc

 

check

http://wiki.developerforce.com/index.php/Using_Formulas_and_Google_Charts_to_Visualize_Data 

 

http://sites.force.com/ideaexchange/ideaView?c=09a30000000D9xt&id=08730000000Brk1AAC