Is there any way to add condition to custom summary field? What I want to do is get the total number of sale on each individual but I want to have another column which shows sales on certain type of product( excluding certain type of products ).

Data structure

Data structure

Name             Sales    Sales(on New Product)  status
Jone Done        $1000              $900
---Product A      $100                            not new
---Product B      $100                            not new
---Product C      $900                             new

Micheal Thomas    $500               $100
---Product A      $400                            not new
---Product C      $100                              new

Assuming you have your sObjects arranged in a Master-Detail relationship so you can use Roll-Up Summary Fields to get the Total Sales as in your example.

And you can create a custom Field (picklist, text, Formula) to hold a Product's Status, and then you can display that Status field on the Product-Related-List of the Parent.

But to show them together all nice-like requires a custom Visualforce Page to be embedded in the Standard Layout of the Parent.

  • Thanks. I didn't know I can embedded the report into the visual force page. – Shinya Koizumi Dec 18 '13 at 17:21

Have you seen the "matrix" reports? It's an option next to "Summary" reports...

You can even combine it with "buckets" in the report if you don't have a straghtforward "is new / is not new" field on the product...

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  • Thanks but matrix has limitation of displaying 2 levels deep which might not be flexible enough in the long run. – Shinya Koizumi Dec 18 '13 at 17:00
  • Happened once for me to date and I've cheated by building a "Name + email + city" formula ;) No worries, stuff like that rarely has 1 best answer and some sysadmins can't waste time learning Apex & VF for example. – eyescream Dec 18 '13 at 17:35

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