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In this post, We will try to understand the importance of the Power of 1 field on Standard and Custom Objects which helps in Reporting. We could get high-level stats such as Owner Unique Counts, Unique records owned by a User for Parent objects, etc when we use this field in Reports. In the below example, We will create a Formula field on Standard objects such as Account / Opportunity and User and run a report on Opportunity to get the unique Accounts and unique owners.
Business Requirement: Show Unique Account Count based on Owner in an Opportunity report
Setup –> Object Manager–>Account –> Fields & Relationships –> New–>Forumla–>Account(Power of 1). You can give any desired name as the Field Name.
Make sure you set the Decimal Place as 0.
Enter the value as 1 and click on Next and deselect all Page Layout and provide Visibility to desired profiles.
Similarly, Create the Power of 1 field on Opportunity object as well.
Let’s see the power of 1 in action after adding the Power of 1 field on desired objects. We will try to create Opportunities with Products Report type for our demo purpose. I have selected with Opportunities with Products Report type and applied filters such as Created Date(Current FY) and Opportunity Status as Open.
From the above report, I cannot get the Unique count of the Accounts associated with opportunities. This is where Power of 1 field created on the Account record would help us in getting the desired result.
From the above image you could see there are 5 Account records(Duplicate) owned by Gary Smith and 9 Account records(Duplicate) owned by Sai Rakesh Puli. With the help of the Power of 1 formula field, we were able to get the Unique Account records owned by Gary Smith and Sai Rakesh Puli. These stats are very helpful when we want to get unique counts from any objects that we join on the Reports.