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Matt WalshMatt Walsh 

Custom Formula Field in Summary Report won't display as a column

I've created a custom report type that uses Product Date as the Primary Object, and relates only related feilds from the Traffic, Payments, and Allocation objects (in that order).

I want to calculate the commission payment, using a simple calculation as a custom report type: (payment) * (commission %) 

However, when I drag it into the report, it won't allow me to drag the field onto the report anywhere in a Summary table, and in a Matrix table, only adds the grand total into the report.

I'd like the feild to dispaly as a column, with data for each row (assuming there is sufficient payment and commission % data)

Is there a limitation on inputting custom formula's when using custom report types or if the formula refernces fields from that which are not on the custom report's Primary object? 

I would prefer not to have to create this commission payment feild as a feild on the payment or allocation records themselves.

Thank you!
Best Answer chosen by Moderator (salesforce.com) 
Matt WalshMatt Walsh
This is the answer I've rec'd from SF support:

"Before adding a formula to the report, at least one field must be summarized first. You can summarize a field by dragging it to the summary sections."


It does indeed allow me to insert the custom formula, however, the result is not exactly as I intended. It only allows the Custom Formula value to display at subtotals (based on which feild you summarized), but doesn't give you row-by-row detail. The rep. told me that there is no plan at this time to allow the formula to be inserted without the summary feild, which would give row-by-row detail. Ho-hum. I suppose that if the row-by-row detail was that important, you could build a custom feild into the record itself that calculates the value and negate the need for a custom formula.


All Answers

David PierDavid Pier
Hey Matt,

Can you post a screenshot of the report?
Matt WalshMatt Walsh
 David, sorry for delay in response. please see below. note that I cropped the advertiser name column (left most in preview) data out.



User-added image
David PierDavid Pier
Hm. Could you post a screenshot of the actual formula?
Matt WalshMatt Walsh
- User-added image
David PierDavid Pier
Hey Matt,

I'm honestly pretty stumped here. The only thing I could think of would be that you may be dragging the formula to the wrong section on the report (it's fairly finicky). Can you double-click the formula, or try dragging it to the top where the column headers are?

If that doesn't work for you- I'd reach out to Salesforce directly.

Sorry I couldn't be of more help!


Best,

David
Duckyforce.com
Matt WalshMatt Walsh
Thanks for looking into it David. I created a case with SF. I will follow in this thread with the resolution, for future referene.
Matt WalshMatt Walsh
This is the answer I've rec'd from SF support:

"Before adding a formula to the report, at least one field must be summarized first. You can summarize a field by dragging it to the summary sections."


It does indeed allow me to insert the custom formula, however, the result is not exactly as I intended. It only allows the Custom Formula value to display at subtotals (based on which feild you summarized), but doesn't give you row-by-row detail. The rep. told me that there is no plan at this time to allow the formula to be inserted without the summary feild, which would give row-by-row detail. Ho-hum. I suppose that if the row-by-row detail was that important, you could build a custom feild into the record itself that calculates the value and negate the need for a custom formula.


This was selected as the best answer