Compare Salesforce Report Groups with PARENTGROUPVAL (Beginner)

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Compare Salesforce Report Groups with PARENTGROUPVAL (Beginner)

Рет қаралды 10,818

Күн бұрын

Quick walkthrough on how to use (and understand) PARENTGROUPVAL. Use to compare row or column groupings to totals in your report! Great for calculating % of a total.
00:00 Introduction
00:07 Create row groupings
00:47 How to properly set up PARENTGROUPVAL
02:54 Calculate % of Total with PARENTGROUPVAL
04:35 BONUS - Create matrix report
05:13 How to set up PARENTGROUPVAL
09:05 Figuring out your parameters
10:21 Calculate % of Total Column Grouping
HELPFUL LINKS 👏:
• VIDEO - How to Use PARENTGROUPVAL in Summary Reports 👉 • Salesforce | Use PAREN...
• VIDEO - How to Use PARENTGROUPVAL in Matrix Reports 👉 • Salesforce | Use PAREN...
• Salesforce Help, PARENT/PREVGROUPVAL - help.salesforce.com/s/article...
• Salesforce PREVGROUPVAL & PARENTGROUPVAL Trailhead module - trailhead.salesforce.com/en/c...

Пікірлер: 12

@jennifersteel5412 3 ай бұрын

Agreed with last comment. This is one of the best videos I've seen really explain the functions and logic, step by step building on the previous and even what happens when you change a variable. Fabulous!

@employedforgood 2 ай бұрын

Thanks so much, really glad to hear it!

@gailtorresquinterogfo4246 5 ай бұрын

I loved your video so much - teaching, not by showing the end report, but showing how you got there. It's so much more helpful to know the why of the what!!! 5-star.

@employedforgood 5 ай бұрын

Thank you for the comment, I’m glad to hear it!

@ricardotorres6716 2 жыл бұрын

Great video! Thanks

@nastassiabahdanovich5751 Жыл бұрын

Great explanation

@cburt22ify 4 ай бұрын

Thanks for this! Crystal clear breakdown. Question for you; how do you have Opportunity records with fiscal years going back to 2015? Is that simply how long your dev org has been around? I did not know you could actually alter the fiscal year of Opportunity records in Salesforce. Do you mind expanding on how one does that? Thanks!

@employedforgood 4 ай бұрын

Hey there! No, definitely haven't had the same dev org since 2015 lol. The Fiscal Period field is just based on the Close Date: so changing that should also change the Fiscal Period calculation

@MenchiTide 10 ай бұрын

Thanks for this - Helped explain a bunch. How would I expand this to encompass an extra Row Group? I.e, Sales Person / Stage as Row and Year as Column?

@employedforgood 8 ай бұрын

Hi - I'm glad to hear this helped! I need to make a follow-up video on these formulas: I've gotten a few questions, and honestly, it takes me a minute (and lots of experimentation sometimes) to make sense of them. I'll let you know once it goes live

@MenchiTide 8 ай бұрын

@@employedforgood - That would be amazing, thank you!

@employedforgood 8 ай бұрын

Hi @MenchiTide - I just posted a video for using PARENTGROUPVAL in Matrix reports. Hope this helps get at your question > kzfaq.info/get/bejne/erCSiMWYx9CzoYU.html