Dynamics Community Forum Thread Details

Percentage Columns on Account Schedule for every month

Hi All,

I have a request from one of our existing client to generate a P&L Report month wise which I could design using column layout editing. However, the customer wants alongside each month the percentage figure for each G/L Account Rows. The percentage should take Total Revenue for each month, be used as base and the Total for each revenue category as the numerator (multiplied by 100, of course).

Problem is if I use Total Revenue as Set Base for Percent the output takes only the Total Revenue amount for entire period and not calculating by month. I know my question is bit complicated. I have given the screenshot below. Can anyone suggest ways to achieve the required output? Thanks in advance.

In the below screenshot (report output) the portions marked in red..the percentages are wrong if you use the column's Revenue Total row figure as base.