Standard versus cross-block custom summary formulas in joined reports
Key Takeaway
Use a cross-block custom summary formula when a joined report calculation needs data from more than one block, such as a ratio of record counts in two blocks. You can add a cross-block formula to any block in the report.
A joined report shows several blocks of report data side by side. Each block has its own report type and filters. Custom summary formulas in a joined report come in two types. A standard formula calculates within the blocks of one report type. A cross-block formula calculates across blocks. The type you choose decides whether the formula can combine data from different blocks.
Standard and cross-block formulas
A standard formula belongs to one report type, so you can add it only to blocks based on that report type. For example, a formula created for the Cases report type works only in Cases blocks. Its configuration options are the same as in reports grouped by rows (summary) and reports grouped by rows and columns (matrix).
A cross-block formula calculates values across multiple blocks. You can add it to any block in the report.
If the calculation uses data from one block...
Use a standard formula, which evaluates data in one block.
If the calculation combines data from more than one block, such as a ratio of record counts in two blocks...
Use a cross-block formula, because a standard formula can't combine data from different blocks. You can add the cross-block formula to any block in the report.
Examples of cross-block calculations include the ratio of open to closed opportunities for an account and the ratio of closed pipeline deals to sales targets.
Block filters change formula results. A standard formula can give different results in different blocks, because each block applies its own filters. A cross-block formula's results change when you change the filter options on the blocks it uses.