How to add Record Count as a column on a summary report?
I cant figure out how to do this? Any suggestions?
The power of 1 â€“ counting many things, one by one.
A lot of reporting is often about counting. But when you use summary reports in salesforce.com and count, youâ€™ll mostly get the same number. For example, if I have 5 Accounts each with 5 Opportunities, and I use the record count in a summary report, I will get 25 as the total of Accounts, and 25 as the sum of the record count of opportunities.
Something obviously isnâ€™t as I'd expectâ€¦ but what?
Well, there are 25 records in the list and you are looking at 25 rows on the screen. The counts are right in that respect - but how to get the counts of the exact number of accounts no matter how many rows are on the screen?
For opportunities â€“ create a formula fields â€œ# of opportunitiesâ€� in the opportunity and make it a number, and enter the number 1 in the formula. Also, make it visible to all roles, and uncheck the box to no place it any page layouts.
That works! So I am happy.
There seems to be no need for me to add a 'count = 1' field to the object, which is good!
It took me a while to figure this out, as I never noticed this drop down list before...
Any way to add the count as a new column in a matrix report?
If we do not want to create any formual field and need to create a Record Count, then we can do the following:-
Click on the Show Drop Down and Un-Check the details drop down list value. A Record count colum will automatically be created.