Add Summary Formulas as Formula Columns to Lightning Tables
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Summary formula columns let you logically and mathematically evaluate report data.
Say your company's sales are taxed at a progressive rate (15% on sales below $1,000,000, and 20% above $1,000,000). You can calculate after-tax returns with a summary formula column named Amount After Tax.
IF(AMOUNT:SUM < 1000000, AMOUNT:SUM * (1 - 0.15), AMOUNT:SUM * (1 - 0.20))
How: To add a formula column, edit the Lightning table. If necessary, group data in the Lightning table by clicking Add group and selecting a field to group by. Finally, choose a formula column (identifiable by the formula icon before their name .
For example, this Sales Overview dashboard uses a Lightning table on the left to list details about individual opportunity records. The right-hand Lightning table, grouped by stage, provides a handy reference of key metrics, like average probability and sum of amount. The right-most column is a formula column, Amount After Tax.