Custom summary formulas versus row-level formulas
Key Takeaway
Use a row-level formula when the answer belongs to each record. Use a summary formula when the answer belongs to a group or compares groups.
Report formulas let you calculate things that the built-in sum, average, minimum, and maximum can't. There are two types. A row-level formula calculates a new value for every record in the report. A summary formula calculates on group subtotals and grand totals. To pick the right one, ask whether the answer belongs to each record or to a group.
Three kinds of report calculations
Reports offer three kinds of calculations:
- Summaries are the built-in sum, average, minimum, and maximum. You apply them from a numeric column's "More Actions" menu without writing a formula. They show a subtotal for each group plus a grand total.
- A row-level formula adds a column that calculates a value on every report row, using math or logic.
- A summary formula works on grouped data instead of single records.