Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Evaluate Each Record in Reports with Row-Level Formulas (Beta)
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: For example, write a row-level formula on an opportunity report to calculate the number of days between each opportunity's created date and close date. To do so, subtract the created date from the close date.
Add a row-level formula from the Columns section of the Overview pane by clicking(1).
Name the row-level formula column Time to Close (2). Choose Number as the Formula Output Type (3). Then write the formula (4):
CLOSE_DATE - DATEVALUE(CREATED_DATE)
Click Apply (5).
The row-level formula appears as a column on the report (6).
How: Enable the row-level formulas beta feature from Setup. Enter Reports in the Quick Find box, then click Reports and Dashboards Settings. Select Enable Row-Level Formulas (Lightning Experience Only) and click Save.