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BobbyHollis's avatar
BobbyHollis
Qrew Member
5 years ago

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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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years 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
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    • BobbyHollis's avatar
      BobbyHollis
      Qrew Member
      5 years 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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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years 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
        ------------------------------