5 : How to add a Summary Formula Column to a report
📊 Want to master Salesforce Reports? In this video, we’ll walk you through how to add a Summary Formula Column to a Salesforce report—and understand why and when you should use it!
Whether you're a Salesforce Admin, Business Analyst, or just looking to sharpen your reporting skills, this video will help you take your reports to the next level! 🚀
🔍 What You’ll Learn:
✅ Why and when to use a Summary Formula
✅ How to add a Summary Formula to a report
✅ Real-world use case on Course Enrollment
✅ Key functions: SUM, AVERAGE, MAX, MIN, MEDIAN, UNIQUE
0:00 - Introduction
0:06 - Why and When to Use Summary Formulas
0:46 - Real-World Use Case: Student Performance Analysis
0:59 - Report Requirements for Summary Formulas
1:17 - Setting Up the Report: Adding Fields
1:45 - Grouping Data by Course Name
1:52 - Adding a Summary Formula Column
2:15 - Creating a Summary Formula: Average Score by Course
2:39 - Formula Used: Total Score Sum / Total Score Unique
3:13 - Applying and Viewing the Formula Result
3:31 - Exploring Available Formula Functions (MAX, MIN, MEDIAN, etc.)
4:02 - Summary and Final Thoughts
4:11 - Like, Comment & Subscribe CTA
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🔗 • Channel Intro | Announcement of New Series...
🔗 Useful Links
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