Use Aggregate Formulas to Communicate More per Report

Surprise! No video for this topic. Just a reminder that aggregate formulas allow you to add so much more to your reports, for a few reasons:
1. You can include criteria/conditions within your aggregate formulas and not have to set filters at the report level.
2. There are certain operations you can only run through aggregate formulas (think tiered commissions).

You can really cut down on the clutter in your data tables but not having to create tonsĀ of formula columns to run certain reports.

Remember that both pivot tables and aggregate formulas have aggregate function capabilities, but, like explained throughout this course, only aggregate formulas can have built-in filtering. If a filter is set for a Pivot table, that affects all columns you throw in the data section. So, as in the last video, where we wanted to see Closed Revenue, by aggregating up Deal Size in a normal Pivot column, we would have had to set a filter for Stage = Closed Won. However, that filter would then not allow us to throw in the ‘Won vs Expected Revenue %’ (well, it would, but it would calculate 100% for everything).

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