With this blog, we will learn How we can calculate the percentage (%) with Row by Column and Column by Row in the Salesforce Report. So, let us dive into this and see what I have done.

I have a salesforce report on Leads as an example:

 

This is the Report Structure:

 

The filters on the report:

 

We have to use the Summary Formulas to get the result so Let discuss one by one:

1. % Per Status / Grand total

 

Summary Formula:

General Tab:

PARENTGROUPVAL (ANNUAL_REVENUE: SUM, STATUS, COLUMN_GRAND_SUMMARY)

/

PARENTGROUPVAL (ANNUAL_REVENUE: SUM, ROW_GRAND_SUMMARY, COLUMN_GRAND_SUMMARY)

Display tab:

Row Group: Lead Status

Column Group: Grand Total Only

 

 

2. % Per Status / Total Per Status

 

 

Summary Formula:

General Tab: 

ANNUAL_REVENUE: SUM/PARENTGROUPVAL (ANNUAL_REVENUE: SUM, STATUS, COLUMN_GRAND_SUMMARY)

Display tab:

Row Group: Lead Status

Column Group: Custom Date

 

 

3. % Per Quarter / Per User

Summary Formula:

General Tab:

ANNUAL_REVENUE: SUM

/

PARENTGROUPVAL (ANNUAL_REVENUE: SUM, OWNER, Lead.Custom_Date__c)

Display tab:

Row Group: Lead Status

Column Group: Custom Date

 

 

4. % Per Status / Per User

 

Summary Formula:

General Tab:

PARENTGROUPVAL (ANNUAL_REVENUE: SUM, STATUS, COLUMN_GRAND_SUMMARY)

/

PARENTGROUPVAL (ANNUAL_REVENUE: SUM, OWNER, COLUMN_GRAND_SUMMARY)

Display tab:

Row Group: Lead Status

Column Group: Grand Total Only

 

 

5. % All Status Per Quarter / Per User

 

Summary Formula:

General Tab:

PARENTGROUPVAL (ANNUAL_REVENUE: SUM, OWNER, Lead.Custom_Date__c)

/

PARENTGROUPVAL (ANNUAL_REVENUE: SUM, OWNER, COLUMN_GRAND_SUMMARY)

Display tab:

Row Group: Lead Owner

Column Group: Custom Date

 

 

 

I hope this blog helped you!