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.
I am trying to do a very similar task. I have created the row count in my report. However, I now need to add a column which shows all the rowcount for the last seven days in the same report. Could you please advise me of the formula for this or the best way to do this.