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 %.
Steps to Create the Following Report:
- Add Accounts to the rows.
- Add Time to the report columns and as a Parameter to make the report more dynamic.
- 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).
- Right click on Custom and select Formula Assistant and add a formula (See below for further instruction).
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.
Right-click on Custom and select Formula Assistant:
Add a formula like the one below to calculate the percent as a total: