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Adaptive Insights LLC.

Display as a Percent of Different Denominators

The following report shows the value for the account and the percent of a specified total: 

For instance, under the revenue section, the percent is based on the row’s value as a percent of total revenue.  The expense section applies the same methodology.

Display As column rows can't have the % sign.  In the example below, the column heading was renamed to %.

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Steps to Create the Following Report:

  1. Add Accounts to the rows.
  2. Add Time to the report columns and as a Parameter to make the report more dynamic.
  3. Open Display As from the Element’s list and add Value and Custom (Renamed as % below) as columns in the report (See below for further instruction).
  4. Right click on Custom and select Formula Assistant and add a formula (See below for further instruction).

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How to add Display As Custom Element:

In the report builder, select Display As from the Elements list and add Value and Custom to the report.

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Right-click on Custom and select Formula Assistant:

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Add a formula like the one below to calculate the percent as a total:
if(search(this.account.code,"revenue")>0,
(ACCT.this/ACCT.4000_Revenue)*100,
(ACCT.this/ACCT.6000_Operating_Expenses)*100)

 


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