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Question

Difficulty: EasySummary and Row-Level Report Formulas

A sales manager at Northern Trail Outfitters wants to display the calculated difference in days between the Created Date and Close Date for each individual Opportunity record directly inside an Opportunity report. Which Salesforce reporting feature should an administrator use to meet this requirement?

  1. A row-level formula created directly in the report builderAnswer
  2. B
    A summary formula utilizing the PARENTGROUPVAL function
  3. C
    A roll-up summary field defined on the Opportunity object
  4. D
    A summary formula utilizing the PREVGROUPVAL function

Answer

A row-level formula created directly in the report builder
A row-level formula in the report builder allows administrators to write logic that calculates values for each individual record row in the report output. Subtracting the Created Date from the Close Date for each record requires row-level evaluation.

Step-by-Step Solution

1
Identify the level of evaluation required for the calculation.
The calculation must evaluate individual Opportunity rows record by record.
The requirement specifies subtracting dates for each individual opportunity rather than summarizing group totals.
2
Select the appropriate report feature for record-level evaluation.
Choose a row-level formula in the report builder.
Row-level formulas execute logic across individual records displayed in report detail rows.

Key Concept

Row-Level Report Formulas vs. Summary Formulas
Estimated Time:1m 0s
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Topics

Summary and Row-Level Report Formulas

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