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19,510 Points voting closed

Delivered in Spring 20

Margot Quandt

Report Option for Distinct/Unique Records

Operational Reporting

It would be great to have the option on custom reports to specify that the results should show only one instance of a record, even if that record appears multiple times within the report. For example, I would like a report that shows me all accounts that have at least one "Closed Won" opportunity, and even if the account has more than one Closed Won opportunity, the account name would show once. This will allow me to see how many unique accounts that I have that have purchased something. Another example would be for an Opportunities with Products report: The report would show a list of unique opportunities that have product x or product y attached. This concept is similar to the "SELECT DISTINCT" concept in SOQL.

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Latest Comment from Salesforce

Anusha Surepeddi - 1 year ago

@Drew - In the Prioritization Survey when voting on this idea, I explained that we are inspired by this idea and we will be delivering a unique row count only for Lightning reports. Note that with the Spring'20 GA release of unique row count, you can also use unique row count in a custom summary formula. Showing unique records will not be possible in the lightning report builder since creating such a filter would cause performance/scale issue, so its not something we can deliver successfully.

Release notes for Unique Row Count GA (general avaliability) can be found here:
https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_rd_reports_unique_count.htm

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Comments ( 242 )

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Anusha Surepeddi - 1 year ago

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Drew Edinger - 1 year ago

I just read that the partial solution is now GA for Spring '20. This does not solve the idea. We need the ability to report on distict records without having the rows of duplicate data.
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Olga Loza - 1 year ago

Winter'20 release brings only a very minor feature addition. The Idea is asking to remove duplicate records from the reports, and not just get a unique record count. Please do NOT mark this is "delivered" as it most certainly not!

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Tyler Schacht - 1 year ago

The 'solution' from salesforce is not what was asked for.
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Bill Orlando - 1 year ago

Thanks Raghav for feedback. Will look for this function in Spring release.
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Raghav Ravichandran - 1 year ago

@Bill Orlando - You can achieve your use case using a Custom Summary Formula (CSF). Using Unique Count in CSF will be available when the feature goes GA next release.
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Bill Orlando - 1 year ago

I would like to use unique count in a calculation.
Example We have multiple time sheet entries per work order. I'm able to use unique count on work order and it does help tell me the number of unique work orders. What I would like to do is do a calculation - Total Time Sheet Entries Durations divided by # of unique work orders. From what I can determine, this is not yet enabled. @ Anusha Surepeddi can you advise if this can be accomplished or will this be part of an upcoming release? I ran some simple tests with no success. I do get count of unique Work Orders, but unable to perform calcs. to get duration per work order.. No problem with averaging out Time Sheet entries.. but need to to calc at parent object durations from child.

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Drew Edinger - 1 year ago

The beta gets close to the idea but falls short of the ability to get a unique record. Example is Contacts with related record A or B. Some will have A, other B, and a few will have A & B. The report should only show 1 row for the contact.

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Anusha Surepeddi - 1 year ago

Hi All,

Unique Row Count is in Beta for Winter'20 release for Lightning Reports only.
You can check out the release notes to learn more:
https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_rd_reports_unique_count.htm

Thanks,
Anusha

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Eric Land - 1 year ago

This issue just popped up for me as well! I'm greatly looking forward for GA on this one!! Great job @Anusha Surepeddi
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daren grothaus - 1 year ago

The functionality is there! I went through the documented config settings and was able to get it to work as expected. Thank you!!
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Sam Vanrintel - 1 year ago

Any idea on when this new functionality will appear?
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Joyce Leung - 1 year ago

This would be really userful to us!
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daren grothaus - 1 year ago

Our dev environment was updated with the Beta Winter 20 Release on Friday night. I checked some of our reports this moring but do not see the 'Show Unique Count' option in the drop downs. Was there a delay with this functionality?