Percentage calculation not working on CALC column

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Hi, I have a P&L that shows actual data in the closed months and budgeted data the future months, so the year total is a calculation that adds the actual months and the budgeted months.

In addition I have in the rows, formulas to calculate percentages (like gross profit %), the issue I'm having is that the percentage calculation in the year total, is not working because the column CALC is making it so the row formula is ignored in that column, in other words, the year total % is an addition of the % for the 12 months.

thanks for the help!

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Redbeard 12,931 on at

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Danna,

There is a feature in Management Reporter called a BASEROW, which helps calculate equations based on rows in your Row Definition.

For instance, say you want to calculated a column which is a percentage of a row total, like Gross Margin . In the Row definition at the in one of the first rows you would identify the Gross Margin row as your BASEROW be inserting a row with a Format Code (in column C) of CBR (this stands for Change Base Row), with a 'Related Formulas / Rows / Units' entry in Column D corresponding to the row number Gross Margin is calculated in (like 250).

The in the Column Definition for the same report you would insert a column with a CALC Column Type and in the Formula you would put in an equation that uses the base row like B/BASEROW. You should also enter a percentage format in the Format/Currency Override row of the Column Definition.

This should calculate each row value in your Row Definition by the Gross Margin

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Harry, thanks for the response, but since in the CALC column I have not only % calculations but total dollars as well, then your suggested solution does not work. In the attached picture you can see a sample, I have a bunch of totals and then the gross margin calculation, as you can see in the first column (the CALC one) gross margin shows 218.58% (the addition of all the months since that's the column formula) but the budget column, which is an FD type of column, the calculation for the percentage works fine.

Thanks!

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Hei Danna,

Did you find the solution for this problem?

I am experiencing trouble with getting the correct gross margin percent in one column with coulumn type CALC aswell. For the columns with column type FD the gross margin percentage is correct.

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