Sum Activities by Activity Type in Report? - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
Margo RaglandMargo Ragland 

Sum Activities by Activity Type in Report?

I created a custom report type - Accounts with and without activities - because I want to see all accounts and their activity level, along with some attributes (fields) associated with each account. If I create a matrix report I can get a summation of activities by activity type for all accounts but I can't add any other columns beyond the columns that correspond to each activity type. So I can't view all the other attributes I want to view about the accounts in the report.  If I create a tabular or summary report I can get all of the associated info about the account that I want to see but don't know how to get the summed activities into the report.  I tried messing around with custom summary formulas but don't' know how to create a formula that says, "sum all activities where Activity Type = Call, then for a separate column, "sum all activities where Activity Type = Meeting, etc.

Has anybody else created these formulas?
Steve MolisSteve Molis
Can you create a mock-up in Excel of how you would like the report to look, and post a screenshot?  
If you want to get the count of Accounts and Activities by Type you might want to consider adding a custom field to each object in your SFDC.org
Field Name: Object Name (Account, Activity, Contact, Lead, etc.)
Datatype: Formula(Number,0)
Default value: 1

This will allow you to see the count of Accounts, Activities, Opportunities, etc. using standard Summary and Matrix Reports 
Margo RaglandMargo Ragland
Hi SteveMo, Thanks for your response. I tried to patse in a screen shot and that didn't work so I copied and pasted in mock data from an excel file into a separate comment.  Hopefully it retains format and makes sense. Anyhow, we created custom activity types, these are the column headers you see including Calls, Meetings - Due Diligence, etc. Further, we have a custom field on the activity record called "meaningful activity" and we only want those activities marked as meaningful to be included in the sum in this report.  So, your suggestion about the adding a field on each object with an input value "1" I don't htink would work in this case because we don't want to sum every activity, only meaningful activities.

Any other suggestions are greatly appreciated!  Thank you
Margo RaglandMargo Ragland
Sorry, I can't figure out how to get the image or the excel data pasted here.  When I paste the data it exceeds the character limit.
Steve MolisSteve Molis
 Hi margoragland can you try doing Ctrl+PrtSc of the Excel mock-up and paste it into MS-Office Picture Manager and post it on either Screencast http://www.screencast.com or  Flickr www.flickr.com or SlideShare  http://www.slideshare.net

Then you can just post a link to the image/document (like this) 
http://www.screencast.com/t/NWIxNDU3M2Qt
or this

Margo RaglandMargo Ragland

Thanks for the tips, I hope this works.

http://www.screencast.com/t/OGQxNDMzM

Margo RaglandMargo Ragland

Thanks for the tips, I hope this works.

http://www.screencast.com/t/OGQxNDMzM

Steve MolisSteve Molis
 sorry, it's just a blank white screenshot with a little Excel icon on it.  Can you try taking another screenshot?
Margo RaglandMargo Ragland
Ok, here goes another try. Screen cast says to use this link on a blog.  Not sure if this will help.

<a href="http://content.screencast.com/users/MargoRagland/folders/Default/media/640dc947-4784-4189-b322-80d0a7a8dfbf/SF%20screen%20shot.bmp"><img class="embeddedObject" src="http://content.screencast.com/users/MargoRagland/folders/Default/media/640dc947-4784-4189-b322-80d0a7a8dfbf/SF%20screen%20shot.bmp" width="1024" height="768" border="0" /></a>

Margo RaglandMargo Ragland
- User-added image
Steve MolisSteve Molis
 As Sgt. Horvath said in Saving Private Ryan "We're in business boys!!!"
Steve MolisSteve Molis
So something like this?  


Steve MolisSteve Molis
 @margoragland  I just looked at your screenshot again, are you trying to get columns B and C to appear in a Matrix Report with the Hide details button on?  
Unfortunately that is not possible in a Matrix Report.  You can get columns A and B, or columns A and C, but not 3 columns.    

Margo RaglandMargo Ragland
Thanks for your insight SteveMo. I am trying to get numerous additional columns in the report that all relate to fields on the account record, I just added 2 in my example as a reference (Company Type and Channel). This information represents critical basic information about each company. In addition to that we need to see the sum of meaningful activities by activity type as your demonstrated in your screen shots. Like I originally stated, I was able to get the activities summed as needed with a matrix report, but not able to see of the additional account info. (Not sure if I had the hide details button on or off, not sure where that is located/triggered). That's why I was trying to re-create the report as a summary or tabular report (which will give me the account fields I needs), and use the custom summary formula in order to achieve the summation of activities. I got stuck because I don't know how to actually produce the formulas that will sum activities by activity type.