Using PARENTGROUPVAL in Report #inSalesforce

Using PARENTGROUPVAL in Report #inSalesforce

Use PARENTGROUPVAL to calculate values relative to a parent grouping.

Summary Report Syntax: PARENTGROUPVAL(summary_field, grouping_level) (or in joined report)

Matrix Report Syntax: PARENTGROUPVAL(summary_field, parent_row_grouping, parent_column_grouping)

Where summary_field is the summarized field value, grouping_level is GRAND_SUMMARY or the API name of the parent level group for summary reports, and parent_row_level and parent_column_level are the parent levels for matrix reports.In reports with multiple grouping levels, you can set the grouping_level to be any group level higher than the formula display level.

Scenario 1: AMOUNT:SUM/PARENTGROUPVAL(AMOUNT:SUM, GRAND_SUMMARY)

Opportunities and their Amounts, grouped by Stage.

OR

Scenario 2: Show Opportunity Amount Percentage By Stage (return Percent)

AMOUNT:SUM/PARENTGROUPVAL(AMOUNT:SUM, GRAND_SUMMARY)

Suppose the report is a summary of opportunities and their Amounts, grouped by Stage.

Scenario 3: Show Opportunity Amount Percentage per Stage By Fiscal Year(return Percent)

AMOUNT:SUM/PARENTGROUPVAL(AMOUNT:SUM, GRAND_SUMMARY,FISCAL_YEAR)

Suppose the report is a matrix of opportunities and their Amounts, grouped by Stage (row wise) and Fiscal Year (column wise)

Visual: 

https://www.youtube.com/watch?v=JFDpEwqBzgk

https://www.youtube.com/watch?v=eKDKugYtfgE

Reference: https://help.salesforce.com/s/articleView?id=sf.reports_summary_functions_about.htm&type=5