- Formula fields do no return a %. If a formula should return a % the output is just 1. (Ex. Win % = Won annualized value/Price Paid Last Year = 75.46%. The current output is 1.)
- Formula fields needs to be configurable by summary level. Currently, the only summary option is “all or nothing” and is only available if you format a field to include a column calculation, of which the only options are: Sum, AVG, and Median - which again not helpful if your formula field is a %. (Ex. The “grand total” roll up of the above example is just a count of how many records have any value in that field. So rather than saying X win % for the dataset, it just gives a count of the records that had any value in the field.)
- Formula fields on the new Report Builder should be editable. If I need to update a number or other field in a formula field I should be able to make changes on the fly (use case is updating goal %’s). Currently the only thing I can make changes to in a saved formula field is the operators.
- Column calculations do not currently consider the data types of the fields they reference. (Ex. Price Paid Last Year (Currency) x % = Y (number))
Report Builder - !Necessary Upgrades!
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Hi@jochle
Thanks for the feedback. PFA my comments on your four points:
Hi Rakesh,