What reporting tool should be used to complete this request?

An administrator is asked to create a report to calculate the year-over―year changed in the dollar amount of a company’s opportunities.

What reporting tool should be used to complete this request?
A . A row-level formula to compare amounts grouped by year.
B. A joined report with two report blocks for each year
C. A custom summary formula with PARENTGROUPVAL function
D. A custom summary formula with the PREVGROUPVAL function.

View Answer

Answer: D

Explanation:

A custom summary formula is a formula that calculates values from summary fields in reports such as sum, average, min, max, etc. Custom summary formulas can use functions such as PREVGROUPVAL to compare values from different groups in reports. For example, to calculate the year-over-year change in dollar amount of opportunities, an administrator can create a custom summary formula that uses PREVGROUPVAL to compare the sum of amount from this year’s group with the sum of amount from last year’s group, and divide it by last year’s sum of amount.

Reference:

https://help.salesforce.com/s/articleView?id=sf.reports_builder_fields_summary_formulas.htm&typ e=5

https://help.salesforce.com/s/articleView?id=sf.reports_formulas_prevgroupval.htm&type=5