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Please Help with Percentage Calculation for a Report Formula

  • 1.  Please Help with Percentage Calculation for a Report Formula

    Posted 23 days ago
    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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  • 2.  RE: Please Help with Percentage Calculation for a Report Formula

    Posted 23 days ago
    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".


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Please Help with Percentage Calculation for a Report Formula

    Posted 23 days ago
    Hey Mark, 

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

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    Bobby Hollis
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  • 4.  RE: Please Help with Percentage Calculation for a Report Formula

    Posted 23 days ago
    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.




    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------