Pro Forma Report

Question

I have a summary report where I am trying to show a Pro Forma Column on the end.&nbsp; &nbsp; I have a way to cheat if I make a Summary field in the report and then hard code the divisor.&nbsp; &nbsp; Here is a picture of the results.

I created a Summary Variable and then a Summary Formula

This is not supportable in the long run as the user has to edit the Summary Formula with the Total of the Summaries.

This would be a common problem in accounting&nbsp; as you divided revenue or expense items by the total revenue.&nbsp; &nbsp;It is solved in Excel by making an absolute reference like "$C$1"

I suspect I am just missing something obvious.&nbsp; Anybody got a dynamic way to do this in QB?&nbsp;

------------------------------Don Larson------------------------------

markshnier__you · Answer

I don't even think you need any fancy summary formulas for that. I think you just need to put the same field on the summary report again to count the number of opportunities closed, but choose the option to display "as a percent of the column total".

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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donlarson · Answer

Mark,
Too simple.&nbsp; Just too simple.&nbsp; The time I wasted trying to get this through a calculation..........
Thanks.&nbsp; I owe you another cold beer.

Don
------------------------------Don Larson------------------------------

markshnier__you · Answer

Well maybe in some alternative future there will be an in person EMPOWER again and I will take you up on that offer.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Pro Forma Report

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