15 Set Up Percentage Calculations

This chapter contains these topics:

15.1 Setting Up Percentage Calculations

You can designate the information in one column of your version as a percentage of the information in one row. For example, you can designate each row of an income statement as a percentage of total revenue.

You can use percentage calculations only in reports with row specifications. You can base percentage calculations on any account range balance, such as Total Costs, Net Income (Loss), or Percentage of Revenue. Examples of percentage calculations include:

  • "Widget Sales - Class 1" is 77.95% of Total Revenue.

  • "Net Income (Loss)" is 9.72% of Total Revenue.

  • "Revenue" is 100.00% of Total Revenue.

When you create a percentage calculation, the system performs the following calculation:

(Numerator / Denominator) * 100

The numerator is equal to the amount in a column that you specify. The denominator is equal to the amount in the first row of your row specifications.

You can only perform one percentage calculation per version.

15.2 Setting Up Percentage Calculations for Columns

To set up percentage calculations for columns, follow these guidelines:

  • Add a column for the percentage calculation

  • Use a column type code of % or %R

  • Enter the column number (numerator) upon which the percentage column is based

  • Specify only one based-on column for each percentage column

15.3 Setting Up Percentage Calculations for Rows

To set up percentage calculations for rows, follow these guidelines:

  • Add a row for the percentage account range

  • Enter the row number in the first row

  • Enter a row heading for non-printing lines, if the first row is non-printing

  • Enter a ledger type that corresponds to the column

  • Enter AR for the account range

  • Enter the beginning and ending range of revenue accounts