1. Go to Summary Variables tab. 2. Click New to create Summary Variable.
Full Answer
What is a summary variable in Salesforce?
These include quote lines, product options, subscriptions, and assets (which is a core Salesforce object). So if you need to know something about those records, like how many active subscriptions does a customer have right now, you can make a summary variable to represent that value.
How to create a summary formula in Salesforce?
To create the formula, we are going to take the Record Count (the total records for the whole year), divided by 12 (the number of months in a year): Don’t forget to give the column a name. In this scenario, the column name is “Monthly Avg Cases”. With that, you are all set to run the report! This is a short and sweet example of a Summary Formula.
What are the benefits of data summaries in Lightning Report Builder?
Data summaries are a powerful feature of the Lightning Report Builder. With summaries, you can aggregate values, which empowers you to get more out of the numerical data in your report without even adding a filter. Lance Park, a sales rep at Ursa Major Solar, has been looking for ways to optimize the company’s profit margins.
How to group data in Salesforce summary report?
Drag and drop Stage field to group rows data. Salesforce Summary reports can have up to four grouping levels. Summary field is the currency field used to SUM, AVERAGE, MIN or Max for a number and to group levels including grand total levels for reports. We have grouped data by another field by Closed data.
How do you write a summary variable?
You can make a summary variable to represent exactly that.In the navigation bar, click Summary Variables.Click New.For Variable Name, enter Laptop Asset Sum .For Target Object, choose Asset. ... For Aggregate Function, choose Sum. ... For Filter Field, choose ProductCode. ... For Operator, choose starts with.More items...
What is a summary variable in salesforce?
A summary variable targets a field on an object and then performs a math function on that field. You can set a target object and leave the filter information fields blank to target all instances of that object across your quote.
What is composite summary variable?
Composite information fields let you add to, subtract from, multiply, and divide the result of your function. You can reference summary variables in the following areas: Price Rules. Use a summary variable as a tested variable or filter variable in a price condition.
What is a summary variable?
Summary variables perform a math function on the collected values of a number field on the quote line, product option, subscription, or asset. You can also create filters so that the summary variable evaluates only fields on records that match the filter values.
How do I create a Salesforce CPQ order?
Let Salesforce CPQ Do All the WorkClick the App Launcher ( ... Click Accounts in the navigation bar, then choose the All Accounts list view.Click Kevco Inc.Click the Related tab.From the Quotes related list, click Q-00021.Click the Related tab. ... Click Edit.Check the Ordered checkbox.More items...
What is an example of a composite variable?
A composite variable is two or more variables combined to make a more complex variable. Overall health is an example of a composite variable if you use other variables, such as weight, blood pressure and chronic pain, to determine overall health in your experiment.
How do you create a composite index score?
A composite score can be obtained from multiplying each individual scores with their respective factor loading scores and then added up all products together to get a weighted average score.
How do you find a composite variable?
0:114:29How To Compute a Composite Variable in SPSS - YouTubeYouTubeStart of suggested clipEnd of suggested clipInto one kind of composite variable. And one way to do this is by simply adding the values of theseMoreInto one kind of composite variable. And one way to do this is by simply adding the values of these component variables now let's look at how to do that.
Pick a Peck of Pickled Peppers
Let’s set the scene: It’s summertime, you’re preparing dinner for your significant other, and you want to make a salad using fresh vegetables from your own garden. Sounds pretty pleasant, doesn’t it? So you grab a basket to do some harvesting, and this is what you come back with:
Plant a Summary Variable Seed
Let’s consider a use case that benefits from summary variables as a factor in a price condition. AW Computing wants to promote customer retention. It wants to reduce the price of laptops by $100 if the customer has bought more than 10 of them in the past.
A Condition with a Dash of Summary Variable
The price rule you need to create for AW Computing is quite similar to what you’ve made other units. As before, you start with a price rule record.
Composite Summary Variables
There’s one more way to extend the already amazing capabilities of summary variables. What if you have a summary variable that sums the weight of bell peppers, but you need the weight in ounces, not grams that the source data provides? Salesforce CPQ can help with that, right in the summary variable record.
Limiting Records with the Constraint Field
In this exercise you created a summary variable that filtered products by product code. But sometimes you need to put a second filter in place. For example, you might only want to sum laptops that were sold in the last year.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
How to add Summary fields to preview pane ?
As shown above we have to add Summary fields to the fields pane follow the steps given below.
How to add summary field to a report?
To add Summary field in Summary report format, click on column drop down section and choose Summarize this field.
What is Conditional Highlighting in Salesforce reports?
Conditional Highlighting is a powerful way to show values in report within given limits. We can specify colours for different ranges of values in reports using conditional highlighting.
Learning Objectives
Run reports to calculate averages, sums, and maximum or minimum values.
Introduction
Data summaries are a powerful feature of the Lightning Report Builder. With summaries, you can aggregate values, which empowers you to get more out of the numerical data in your report without even adding a filter.
Summarize Report Data
Lance Park, a sales rep at Ursa Major Solar, has been looking for ways to optimize the company’s profit margins. He wants to see how the sum of expected revenue from all of Ursa Major’s opportunities compares to the actual revenue they can expect to see. He also wants to see average sum and expected revenue for each individual opportunity.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Example 1: Total Opportunity Amount
Your boss asked if you can create a report that shows Opportunity Amount total broken down by Country.
Example 2: Average monthly case volume for a specific Product
You have been asked by the Support team to generate a report that shows the monthly average of Cases for a specific Product in the last year.
Example 3: Checking Field Value Matches
You have been tasked with verifying that at the Case level the Billing State and the Shipping State of the Account for the Case matches.
Summary (and Considerations!)
There are some restrictions when it comes to Row-Level formulas, including that you can only have one on a report at a time, and reference a maximum of 3 fields in the formula. To learn more about the restrictions check out the Salesforce documentation.
Learning Objectives
Pick A Peck of Pickled Peppers
- Let’s set the scene: It’s summertime, you’re preparing dinner for your significant other, and you want to make a salad using fresh vegetables from your own garden. Sounds pretty pleasant, doesn’t it? So you grab a basket to do some harvesting, and this is what you come back with: Yes, you weigh each vegetable because that’s just the kind of person you are. Don’t let anyone tell yo…
Plant A Summary Variable Seed
- Let’s consider a use case that benefits from summary variables as a factor in a price condition. AW Computing wants to promote customer retention. It wants to reduce the price of laptops by $100 if the customer has bought more than 10 of them in the past. The company knows what the customer has previously purchased thanks to asset records related to the account. What you ne…
A Condition with A Dash of Summary Variable
- The price rule you need to create for AW Computing is quite similar to what you’ve made other units. As before, you start with a price rule record. 1. In the navigation bar, click Price Rules. 2. Click New. 3. For Price Rule Name, enter Repeated Laptop List Price. 4. For Evaluation Scope, choose Calculator. 5. Check Active. 6. Click Save. This rule...
Composite Summary Variables
- There’s one more way to extend the already amazing capabilities of summary variables. What if you have a summary variable that sums the weight of bell peppers, but you need the weight in ounces, not grams that the source data provides? Salesforce CPQ can help with that, right in the summary variable record. You may have noticed a section named Composite Information. The fi…
Limiting Records with The Constraint Field
- In this exercise you created a summary variable that filtered products by product code. But sometimes you need to put a second filter in place. For example, you might only want to sum laptops that were sold in the last year. You can layer on another filter by using the summary variable’s Constraint Field field. The mechanics of setting up a Constraint Field are a bit complic…
Resources
- Salesforce Help: Summary Variables
- Salesforce Help: Summary Variable Guidelines