The issue is that it is very difficult to do what you are asking. So I'm trying to find a solution.

I'm suggesting that you make a formula which calculates to either 0 or 1 based on a condition being true. Suppose that formula was

IF([Cashflow]="confirmed",1,0)

If you then include that field on the summary report as an Average, and include in the filter where the Cashflow was

any of

[Cashflow] is confirmed

[Cashflow] is (leave blank)

[Cashflow] is maybe

[Cashflow] is declined

[Cashflow] is pending

Then the Average of all those 0% and 100%'s will average out the correct result.

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Mark Shnier (YQC)

Quick Base Solution Provider

Your Quick Base Coach

http://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Original Message:

Sent: 11-06-2020 12:08

From: Bobby Hollis

Subject: Please Help with Percentage Calculation for a Report Formula

Hey Mark,

Apologies sir but I'm not following your answer, can you please elaborate a little?

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Bobby Hollis

Original Message:

Sent: 11-06-2020 11:36

From: Mark Shnier (YQC)

Subject: Please Help with Percentage Calculation for a Report Formula

Try making a formula on each record which calculates to either 0% or 100%. Then put that field on the summary report and select "Average".

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Mark Shnier (YQC)

Quick Base Solution Provider

Your Quick Base Coach

http://QuickBaseCoach.com

mark.shnier@gmail.com

Original Message:

Sent: 11-06-2020 11:31

From: Bobby Hollis

Subject: Please Help with Percentage Calculation for a Report Formula

Hey community! Hoping someone can help me craft what must be a simple custom formula in a summary report that I just can't figure out.

In my screenshot, I have a simple summary, and what I'm trying to do is calculate the percentage of "confirmed" and have it as a live percentage. I need to divide the confirmed count into the sum of all the dispositions.

I figured out the (Contains([Cashflow],"confirmed")), thinking this may be part of the formula but when I try to get the sum it seems not to take things like "+" or "OR" when trying to sum all of the dispositions.

**So need a Report Formula that does this:**

[Cashflow],"confirmed" / Sum of ("confirmed","empty","maybe","declined","pending")

or

[Cashflow],"confirmed" / Total of [Cashflow]

for each month, or row

doable?

THANK YOU!

Bobby

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Bobby Hollis

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