What is Parent Group Val?
Parent Group Val is a native Salesforce Reporting feature that allows you to compare data in Summary and Grand Summary levels against Summed data in other Report Groupings. A good example of this can be seen in the out-of-the-box improveit 360 Report, Sales by Month by Rep Report.
The Formula for "% Volume" uses Parent Group Val to show what percentage of each month's Sales can be attributed to each Sales Rep. This is accomplished by dividing each Rep's monthly Sold Price Summed, by the Parent Group Val (in this case, Parent Group Val is the total Sum of each month's Sales volume). In the example above, during the month of July, 100% of our total Sales Volume is credited to Olivia Owner.
Below is this formula example.
More info about Parent Group Val, direct from the horse's mouth (that'd be Salesforce)... https://help.salesforce.com/articleView?id=sf.reports_summary_functions_about.htm&type=5
Using Parent Group Val in a Call Center Report
Let's use this same Parent Group Val reporting feature to show what percentage of Calls made during a month were made by each of our Telemarketers.
We'll start with the Calls by Month by Telemarketer report (an out-of-the-box improveit 360 Report) which shows the number of calls made by each of our Telemarketers each month:
Click the Customize button
Create a custom Formula by double-clicking on "Add Formula"
We'll name the Formula "% of Calls"
Choose a Format of Percent
Select the grouping level where the Formula should be displayed, in this example, the Actioned By Staff member and the Actioned At Month.
The Formula is Row Count divided by the Row Grand Summary in the Actioned At Calendar Month Columns.
Save the Formula and Run Report
Now you should see the % of Calls made by each Telemarketer each month!
Parent Group Val is a helpful reporting tool from Salesforce which can be applied to any improveit 360 Reports in Matrix or Summary format. See also our video on: Report Formats.
A similar Parent Group Val formula within a Summary formatted Report would look like this:
If you have a specific Report you'd like to use the Parent Group Val feature but are unsure how to, reach out to a member of our Support Team.