Add a Trend Percentage Column to a Report

After adding a trend value column to a report, you can then add a Trend Percentage computed field column to the report.

Before you start

Before adding a trend percentage column, you must first add a trend value column to the report. See Add a Trend Value Column to a Report.

You can add a Trend Percentage column, either from the data dictionary or the Design tab’s Insert Column button. Trend Percentage columns return the percentage difference between the trend value column and the column being trended. For example, if a value in the trended column is 10, and the corresponding trend value is 15, the percentage difference would be 50%.

Here's what to do

  1. Expand the Computed Fields tree in the data dictionary.
  2. Click the trend value column you previously added to the report.
  3. From the right side of the data dictionary, drag the Trend Percentage column name and drop it on the design surface.
  4. To set options for the column, right-click the column on the design surface and select Edit Trend Percentage Options.
    Tip: You can also edit trend percentage options from the % Change group on the Design tab.
  5. Enter field information.

    Trend Percentage Options Window

    Field Description
    Comparison Direction Select whether the trend value or the trended column is used as the initial column to derive the trend percentage.
    Trend Data to Report Data Select this option to use the trend value column as the initial column to derive the trending percentage. If the value in the trend value column is greater than the corresponding value in the trended column, a positive percentage is returned.
    Report Data to Trend Data Select this option to use the trended column as the initial column to derive the trending percentage. If the value in the trended column is greater than the corresponding value in the trend value column, a positive percentage is returned.
    Display Change Icon Select this check box to display icons next to the percentage values returned in the column. The icons indicate show you if there’s a positive change, negative change, or no change. To change the colors used for the icons, click the icon to open the Color window. See Change Colors.
  6. Click OK.