web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

how do I calculate percentage of revenue?

(0) ShareShare
ReportReport
Posted on by

I have set up a income statement summary page and management would like to add two columns to the report.  The first is to calculate percentage of total revenue for each printed row in my report.  The second is to calculate the percentage of expenses for just the expense lines.  am I able to accomplish this using FrX?

thanks

*This post is locked for comments

  • Suggested answer
    Richard Whaley Profile Picture
    on at
    RE: how do I calculate percentage of revenue?

    Create a view of account YTD balances for Income accounts only that summarizes the receipts into one number.  Then use this view as a table in your report.  Take the expenses divided by the total receipts or the receipts divided by the total receipts for of income/expense to revenue.  Do the same thing with the expense accounts....another view.....

  • Verified answer
    L Vail Profile Picture
    on at
    RE: how do I calculate percentage of revenue?

    Hi,

    In addition to Richard's suggestion, you could use the 'change base row (CBR)' function in Frx to do your calculations.

    Look at the IS_Relational report in the demo catalog of FRx. I think it will show you what you need. Essentially, you create a calculated field that divides the applicable items by the row you indicate (say, revenue) and returns the percentage.

    The CBR indicator tells the system what number to use as the denominator.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    on at
    RE: how do I calculate percentage of revenue?

    Leslie

    Thanks for the help.  It worked perfectly.  Is it possible to add another column using the CBR method for another calculation?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans