In my current admin role, it’s not in my job description to do reporting, but somehow I always find myself embroiled in emergency requests to draft reports for executives at my company. Maybe it’s just me, but I’ve always found the PREVGROUPVAL and PARENTGROUPVAL functions in Salesforce to be far more confusing than almost anything else. I think this comes from the weirdly sparse documentation around these two functions as the fact that their behavior is so wildly different from anything else we’re used to.
When we look at Salesforce’s documentation for these functions, it’s… rough… They give you a high-level explanation of how the functions work, but don’t give you much in the way of how to use them beyond a simple example:
In addition to this, they allude that there is a 3rd grouping level that has to be applied on matrix reports, but then don’t tell you much about what’s actually supposed to go there. So let’s try to answer that question and break down some examples. For this to make sense, we need to try to understand how summary formulas work, since that’s how we get our column groupings. Let’s do that first!
Basic Summary Formula (Count Records in a Group)
First, let’s start with a very basic Opportunity Report, with a configuration like this:
Then we’ll create a Summary Formula.
Click the Caret next to Columns, then click Add Summary Formula
Next, let’s name our column Row Count, set the output type to Number, and Decimal Points to 0.
For the Formula, just put RowCount, then Click Apply.
That will give you a page that looks something like this:
You’ll now have your new Opportunity Count column, and on the Subtotal Rows for Account Name (our group column), you’ll have the number of records within each grouping, as well as the total number of records in the report in the Total Row (or Grand Total)
This takes us to an important facet of summary formulas. You can choose which groups they apply to, as well as whether it should be calculated for the Grand Total. This becomes important once we try to do something like calculate the percentage of Opportunities held by each Account. In fact… let’s do that!
Basic PARENTGROUPVAL Summary Formula (% Records in Group vs Total, Summary Report)
We’ll add a new summary formula that looks like this:
We’re setting the Column Name to % Records, a Formula Output Type of Percent, and 0 Decimal Points.
For the Formula, we’re going to use:
RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)
This is taking the total count of the rows in each group, and dividing it by the row count at the Grand Total level.
When you try to hit save, you’ll probably see this warning now:
To fix this, go into the Display tab, set the formula to apply to Specific Groups, and then in this case, Row Group should automatically be set to Account Name
Now we can click apply.
Looking back, that requirement kind of makes sense. If we tried to do this calculation at the Grand total level, we’d get 100%, so it wouldn’t tell us much. Let’s make this more difficult though and turn this into a matrix report to really show off how these summary formulas work, as well as PARENTGROUPVAL.
Basic PARENTGROUPVAL Summary Formula (% Records in Group vs Total, Double-Summary Rows Report)
So what happens when we use two different grouping levels? Now we have to chose which groupings our column will apply to. To test this out, let’s move Fiscal Period into the Group Rows under Account Name.
That gives us a report that looks something like this:
Notice that the summary formulas still apply! Let’s re-open % Records and go back to the Display tab.
We now have two options for our Row Group— one for each of our group rows.
Let’s take a look at both to compare them:
You can see above how our percentage calculation changes depending on which group we select. You’ll also notice that Opportunity Count doesn’t seem to care which is selected because we previously selected All Summary Levels for that summary field.
Now that we can see how those summary levels work, let’s go bigger and apply this to a matrix report.
Basic PARENTGROUPVAL Summary Formula (% Records in Group vs Total, Matrix Report)
If you’re still following along from above, let’s turn this into a matrix report by moving Fiscal Period down into the Group Columns.
When you try to make this change, you’ll get an error like this:
This is because your PARENTGROUPVAL function now requires you to also choose which column grouping it should use. This is unfortunately not well documented. The documentation linked above shows that it’s needed, but doesn’t tell you what goes there. Let’s fix that:
First, we need to update the PARENTGROUPVAL formula to use ROW_GRAND_SUMMARY and COLUMN_GRAND_SUMMARY (These are not in the Salesforce documentation at time of writing):
RowCount / PARENTGROUPVAL(RowCount, ROW_GRAND_SUMMARY, COLUMN_GRAND_SUMMARY)
Next, we need to go into the Display tab and set our Row Group and Column Group. We’ll set Row Group to Account Name and Column Group to Fiscal Period
Now let’s hit Apply.
This gave us a breakdown of the percentage of opportunities within each account, per each quarter.
Let’s look at the other options:
As you can see, the double-Grand Total option isn’t particularly useful, but the other options, which summarize by Account, by Fiscal Quarter, and by both can provide a valuable breakdown of our Opportunity data.
Those are the basics on how summary formulas and PARENTGROUPVAL work. In another post, we’ll break open some more of the possibilities with the function, complete with more examples and use-cases!
In the meantime, try it out yourself with this exercise on Trailhead!:
or for an extra challenge, take on the Lightning Experience Reports & Dashboards Specialist Superbadge.