We shared how to add the same report type in Joined Report (in Classic) back in 2013. Despite the hate and love of joined reports, there is a feature that is not utilized by many users in the joined report, called Cross-Block Summary Formula.
Cross-Block Summary Formula is pretty similar to Summary Formula, with only different fields to be calculated from across blacks.
Not going to talk much about what is a summary formula is, but here is the sample on using Cross-Block Summary Formula. In this blog, I am going to calculate the percentage of Closed opportunities compare to All opportunities by the Opportunity Owner.
Here is the complete report
Here is the result
- You can add a cross-block formula to any block in the report.
- In Lightning Experience, cross-block formulas are automatically added to the report when you create them. In Salesforce Classic, cross-block formulas aren't automatically added to the report when you create them. To add a cross-block formula in Salesforce Classic, drag it to a block.
- When you add cross-block formulas to a block, they appear to the right of standard ones in the order in which you add them to the block.
- The results of cross-block formulas are affected by the filter options applied to the blocks in the report. As a result, a cross-block formula can yield different results when you change filter options.
- Each joined report can have up to 10 cross-block custom summary formulas.
- Deleting a block that’s used in a cross-block formula also deletes the formula from both the Fields pane and any remaining blocks containing it.
- Each cross block formula must have a unique name. However, standard and cross-block custom summary formulas can have the same name.
- Cross-block formula names can't include brackets (“[“ or “]”).