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Management Reporter - how to calculate the percentage of one row of another?

Posted on by 80

I'm trying to create a row in Management Reporter that calculates the percentage of one row against another (finding COGS % by dividing COGS by Sales).  I've named my COGS total row COGS_TOTAL and my sales total row SALES_TOTAL.

When I create a calculated row as "@COGS_TOTAL/@SALES_TOTAL" it always calculates to 0.0% but doesn't give an error.  It should not be calculating at 0%.

Any ideas or is there a better way to do this?

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter - how to calculate the percentage of one row of another?

    We just converted from FRx to Management Reporter, and found exactly the same problem.

    After some analysis, found out what our issue was:

    Our Column layout had a Format/Currency Override (carried over from the Frx special format mask), which effectively made all percentages zero:

    This worked fine in Frx, but doesn't in Management Reporter.

    To fix it, I removed this format override, and instead added the format override to the Row format

    Worked for me

  • DGAZ Profile Picture
    DGAZ 5 on at
    RE: Management Reporter - how to calculate the percentage of one row of another?

    Don't forget to add the CBR to the line above your Sales number. 

  • Hoff Profile Picture
    Hoff 10 on at
    Re: Management Reporter - how to calculate the percentage of one row of another?

    Management Reporter: I have been attempting to divide a total row, by a ledger row that is only pulling statistical information and display the percentage. The calculation is at the row level not the column level and when adjusting the format override to percentage the result is not converting to percentage. This is the only row that should display a percentage. Everything else is formatted at the column level.

    The reporter is not set to round:

    Row Tot 96,370/ Row Nat (statistical info) 788,635 - this will not display the correct percentage.

    How do I divide a total row by a statistical row from the GL and display the percentage?

  • April Olson Profile Picture
    April Olson on at
    Re: Management Reporter - how to calculate the percentage of one row of another?

    Hello,

    It appears that you may be missing the format override. When I add the same calculation it is such a small percentage it will not show on the report. Adding a format ovveride of percentage should resolve it for you. In the row definition, the format ovveride is column E.

    If you want an entire column showing calculations, then you would want to utilize the CBR calcualtion. Let me know if this is the desired results and I can point you to the steps.

    Thanks,

    April

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