Row-level formula columns
Key Takeaway
A row-level formula calculates a separate result for each report row, and each report supports only 2 row-level formulas.
A row-level formula adds a calculated column to a report. The column works out a value for every record, one row at a time, so each record gets its own result. A row-level formula answers questions like "how many days did each opportunity take to close?" or "which case subjects mention the word widget?" without changing the object itself. You write row-level formulas directly in the Lightning report builder.
How to add a row-level formula
- Create or edit a report.
- Click "Add Row-Level Formula" in the Columns section of the Outline pane.
- In the "Edit Row-Level Formula Column" window, enter a Column Name, choose a Formula Output Type, and write the Formula. You can also add a Description and set Decimal Points.
- Click "Validate" to check the formula for errors.
- Click "Apply", and the formula appears as a column on the report.
- Save the report to keep the formula. For example, you can use "Save & Run".
You create, edit, and delete row-level formulas from the Outline pane, not from the Fields panel.