Adding a Percent of Expense Column to an Income Statement

You can customize an income statement to include a column that displays the calculated percent of expense for each total row in a selected amount column. This column is added to the right of the amount column.

The following formula is used to calculate % of Expense:

% of Expense = (Amount / Total Expense) * 100 [rounded to the nearest 2 decimal places]

By default, Total Expense is the value of the original Expense section of your Income Statement report, because an Expense marker is set on this section. The default Total Expense value excludes the Cost of Goods and Other Expense sections.

Note:

If you want to use a different row as the basis for the % of Expense calculation, you need to set the Marker field to Expense for that row. This marker can only be set for one row at a time. If you want to include a total of multiple rows in the % of Expense calculation, you can add a formula row to compute this total and set its Marker field to Expense.

Screenshot of the Edit Columns page of the Financial Report Builder with the Marker field outlined and set to Expense

To add a Percent of Expense column to your Income Statement:

Display the income statement in the Financial Report Builder. See Accessing the Financial Report Builder.
Determine the row that should have a marker for use as the Total Expense value.
- If you want to base the Total Expense value on the default Expense section, skip to step 5.
- If you want to base the Total Expense value on another Income Statement row, skip to step 4.
- If you want to base the Total Expense value on a computation of multiple row values, you need add a formula row before you can set the marker. Go to step 3.
To add a formula row computing Total Expense based on multiple row values:
1. Select the row below the place where you want to add a new formula row, and select Add Formula Row from the Add Row/Section... list. The changes the layout area to the right to Formula Row.
2. Enter a name for the new row in the Formula Label field.
3. To exclude this row's values from report results, clear the Display Row box.
4. Use the formula builder to enter an expression that computes a total for all of the sections and rows to be included in the Total Expense value. Add each section or row value on a separate line. For each line:
  - Select an operator. In most cases it will be addition (+) or possibly subtraction (-).
  - Select opening parentheses if needed.
  - In the Type field, indicate whether the value is a constant number (Constant) or a value from another section or row (Row). You will most likely select Row here.
  - In the Value field, select a section or row, or enter a constant value.
  - Select closing parentheses if needed, and click OK.
5. Review the expression displayed at the top of the formula builder for correctness, and make adjustments as necessary.
Following is an example layout of a formula row used for Total Expense in the % of Expense calculation:
On the Financial Report Builder Edit Layout page, set the Expense marker on the row to be used as the Total Expense value for the % of Expense calculation.
1. In the outline, select the row.
2. Ensure the Marker field is set to Expense.
3. Click OK in the warning dialog.
After you have set the marker for the Total Expense value, you can add the % of Expense column on the Edit Columns page.
1. Click the Edit Columns link.
2. In the Report Preview pane, select an amount column.
3. When the amount column is highlighted, check the Add % of Expense Column box.
Click Save.

You need both the Financial Statements permission and the Report Customization permission to customize reports in the Financial Report Builder. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.

To add a Percent of Expense column to your Income Statement:

Related Topics