Skip to content

TagCustom Summary Formulas

Posted Reports

Report on Percentage of Records a Field is Populated

Understanding how consistently users populate key fields is one of the best indicators of data quality and adoption. Incomplete data can cripple dashboards, forecasts, and automation. Measuring the percentage of records with a value in a specific field gives admins and business leaders an actionable metric: how often users are doing what’s expected.

Posted 2 Comments on Count the Number of Date Groups in a Report Dynamically Reports

Count the Number of Date Groups in a Report Dynamically

A report request comes in asking for a calculation showing the average number of records created in a week. The time frame for this report could be set to a few different values – like last year, last quarter, or over the course of the previous two years. Ideally, the calculation would be dynamic and count the number of weeks that are present in the report results so that these time frame adjustments can be made on the fly. Using a formula field on the object and a summary formula field within a report, you can dynamically count the number of date groups shown in the report results at run time. Let’s dive into the specifics on both pieces of this solution so you can implement it in your org for your use case.