Evaluate Each Record in Reports with Row-Level Formulas (Generally Available)

Answering business questions sometimes means making a calculation on every row in a report. With row-level formulas, you don’t need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, write a row-level formula directly in the Lightning report builder.

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

How: For example, write a row-level formula on a closed opportunity report to calculate how long each opportunity took to close. Click Add Row-Level Formula, and write a formula that subtracts created date from close date.

CLOSE_DATE - DATEVALUE(CREATED_DATE)
Writing a row-level formula

The row-level formula appears as a column on the report.

A row-level formula in a report
Now that row-level formulas are generally available, these actions are supported.
  • Filter and group report data by row-level formulas.
  • Sort groups by row-level formulas.
  • Reference row-level formulas in summary formulas.
  • Dashboard components, including charts, metrics, gauges, funnels, and tables, now support row-level formulas.
  • Row-level formulas support:
    • Summaries, such as sum and average
    • Picklist fields
    • Conditional formatting
    • Report charts
    • Formatted report export
    • Report subscriptions
Note

Note

Because row-level formulas are now generally available, admins no longer need to enable the feature in Setup. We removed Enable Row-Level Formulas (Lightning Experience Only) from Reports and Dashboards Settings in Setup.