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George Laird 39George Laird 39 

report formula help

Can someone help me with a report formula?  How can I get a net of the PAYMENT - REFUND for each payment type?   



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Best Answer chosen by George Laird 39
Maharajan CMaharajan C
Got it George...

update the formula custom sumary formula like below: 

Formula:  PREVGROUPVAL(Total:SUM, TYPE)  - Total:SUM

Classic  Report Screenshot:

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Lightning Report Screenshot:

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And Final Ouput will be like below:

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Thanks,
Maharajan.C


 

All Answers

Maharajan CMaharajan C
Hi George,

You have to create the custom summary formula in report:

Please follow the below steps:


1. Customize your report:

2. Drag the add formula from pallete in report 

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3. Edit the formula:

Fomula:  Payment:SUM    -   Refund:SUM

Create the formula using the Summary fields Option.

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refer the below screen shot for choosing summary fields.

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4. Click the OK button.

Thanks,
Maharajan.C
George Laird 39George Laird 39
@Maharajan.C, thanks so much, but I'm not sure that's working.  Payment and Refund are both values  of the field "type".  There are two groupings on this matrix:  Type (x axis) and Payment Type (y axis.)   I'm trying to say "take the field "total" for when the TYPE is "payment" and subtract the "total" for when the TYPE is "refund."  
Maharajan CMaharajan C
Got it George...

update the formula custom sumary formula like below: 

Formula:  PREVGROUPVAL(Total:SUM, TYPE)  - Total:SUM

Classic  Report Screenshot:

User-added image


Lightning Report Screenshot:

User-added image

User-added image


And Final Ouput will be like below:

User-added image


Thanks,
Maharajan.C


 
This was selected as the best answer
George Laird 39George Laird 39
@Maharajan.C  Thank you, that works, however, is there a way to get the total as a new column rather than have it be in the second box?  In your example above, you have a column for "Existing Customer - Upgrade" and then "New Customer".  Is there a way to have a new column right after that has that total?

 
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