When working with Report Formulas and trying to copy a formula to a joined Report which uses different Report Types, you may discover that Field Names are slightly different. This will cause an error if you simply copy/paste the Formula from one Report to another. In the example below, the Formula builder does not recognize the Field Name for the Sold SUM.
Instead of copying and pasting the formula, try re-writing the formula using the Summary Fields insert tool and the appropriate syntax from the current formula you have as an example.
When creating the formula, begin by typing or inserting the appropriate Functions, in this example our formula begins with "IF(ISBLANK( " type this exactly, then click on Summary Fields. Here you can collapse and expand the three different report blocks and their Fields. In this example, the field I need to insert is the Canceled Sum from the third Block, so I will expand the third Block (named Canceled Sales) and then locate the Canceled field, expand it and choose Sum.
The formula writer will insert the exact API Name for the field within the formula writer:
Next, you'll want to type the syntax ), (
You may want to put the second open parentheses on a second line to separate the formula visually. It will look something like this:
Next, we will insert the Field for Sold Sum. First, expand the Sales block
Then expand the Sold field and choose Sum
The tool will insert the correct API Name for that field within the formula writer.
Continue typing the appropriate syntax and inserting the correct field names to re-build the original formula using the correct API Names from this Report Type.
When using the insertion feature, be sure you are first selecting the Report Block, then the Field, then the Operator.
When finished, your formula may look something like this:
Always click Validate to make sure there are No errors in the formula.