How to Add a Column in the Salesforce Report
New columns can only be made for formulas. For scenarios where you need calculations or custom data manipulation, you can create formula fields within the report itself. Here's the process:
- In the existing Report, click on the Edit button on the top-right to enter the Edit mode.
- Navigate to the far left of the screen to find an inward arrow left of the Outline header, called Show Fields.
- Click on Create Formula under the Summery Formula folder.
- This opens the formula editor where you can construct your formula using:
- Fields from the chosen report type.
- Mathematical operators (+, -, *, /).
- Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) for calculations, date manipulations, text formatting, etc.
- Once you create your formula, give it a clear and descriptive name.
- Specify the data type for the formula field (Number, Currency, Text, Date).
- Save the formula.
- Drag and drop the newly created formula field from the list of available fields onto the "Columns" section of your report layout.
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