Add Summary Formulas as Formula Columns to Lightning Tables

If a Lightning table's source report has a summary formula column, you can add it to the Lightning table.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Summary formula columns let you logically and mathematically evaluate report data.

Say your company's sales are taxed at a progressive rate (15% on sales below $1,000,000, and 20% above $1,000,000). You can calculate after-tax returns with a summary formula column named Amount After Tax.

IF(AMOUNT:SUM < 1000000, AMOUNT:SUM * (1 - 0.15), AMOUNT:SUM * (1 - 0.20))

How: To add a formula column, edit the Lightning table. If necessary, group data in the Lightning table by clicking Add group and selecting a field to group by. Finally, choose a formula column (identifiable by the formula icon before their name Formula icon.

For example, this Sales Overview dashboard uses a Lightning table on the left to list details about individual opportunity records. The right-hand Lightning table, grouped by stage, provides a handy reference of key metrics, like average probability and sum of amount. The right-most column is a formula column, Amount After Tax.

Dashboard with a Lightning table featuring a formula column
Note

Note

If a source report's summary formula column is evaluated at All Summary Levels, it is compatible with all Lightning tables. If a summary formula column is evaluated at Specific Groups, group data in the Lightning table the same way as the source report to show the formula column. Lightning tables don't support summary formula columns evaluated at Grand Total Only.

Reports support up to four groups, but Lightning tables support two groups, so you can't add a formula column based on the third or fourth report grouping. Lightning tables with source reports grouped by both rows and columns support formula columns based on the report's first-level row and column groupings.