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I've created a report that shows all Accounts with or without Contacts. I need to show the percentage of accounts with contacts (while still showing a record count), but none of the formulas I have tried work for what I am trying to achieve. I've tried:

• (RowCount / PARENTGROUPVAL(RowCount,Contact.Name)) *100

• (Account.Name/Contact.Name) * 100

• (Account.Name:SUM)/PARENTGROUPVAL(Contact.Name:SUM) *100

The biggest problem so far is recognizing the Contact.Name field, but I'm pulling from available fields in the formula editor, so I'm not sure where I'm messing up there.

Any help would be appreciated! Thanks in advance!

1 Answer 1

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I would create a custom report type with the following settings:

settings

Then I would create a formula field on Contact with a default value of 1:

Power of One

Then I would group my report by this new field that I created, dividing the results into records with and without Contact:

enter image description here

Finally, I'd create a new Summary Formula:

enter image description here

And add it to the report:

enter image description here

As we can see in the report Grand Summary, only 1 of my 20 Accounts has a Contact, which gives a value of 5%.

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  • Thanks so much! This looks to be just what I need. Have a great day today! Commented Feb 6 at 17:36
  • @ChristinHead Kindly accept my answer for this question if the solution to your answer is correct. Otherwise you can reply in this comment section if it does not work for you.
    – DevelBase2
    Commented Feb 6 at 17:40
  • Okay, so it works as needed in contacts , but we cannot get the same method to work in other objects - specifically, opportunity and a custom object. Is there a reason for this? I've created the PoO field on both objects, and incorporated it into the reports. The formula wizard will not recognize "Opportunity.PowerofOne__c:SUM / RowCount" or "Sales_And_Market__c.PowerofOne__c:SUM / RowCount" Commented Feb 6 at 18:37
  • Any ideas are much appreciated. Thank you! Commented Feb 6 at 18:39

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