Showing percentage on summary report

An Average of Averages will not give you a mathematically correct Average.  The short answer is that its not easy to get what you want.  If you explain more fully what your data represents, in some cases there is a way to get a mathematically correct Average, or you may need an additional table set up.

Hi Thanks for the response

Basically I have a list of deals done by salesman and the report I am trying to create summarizes the deals as a total per salesman. Then I have inserted some columns to show on the report, one of these is new business, the other existing business, then a total of new and existing, then i need a formula which shows how much new business they have done as a percentage.

So effectively New Business / Total GP  this needs to show the percentage of the total per salesman line. I have tried to insert a new field and do it that way and also tried to insert a calculated column directly in the report but with no success.

The only way to do that is to have summary fields up to the Salesman record for Total New Business and Total GP. Then do your calculation there.


For example you may make summary fields for Total New Business "during" the current year, and total GP "during" the current year.


If you ensure that the time period of your summary field filters matches the time period on your summary report, you could do a lookup of the % calculated on the salesman record, and bring that down to your Summary report by cheating and Averaging a lookup field which will always have the same value for all records. That is assuming that you still need to have the summary report at all, or you may want to just do your report off the salesman table.

Hi Mark,

Thanks for the response.

The only problem with the above is we don't have a salesman table as such, we add the salesman as a user.

No problem. Make al SalesRep Table with the Key field being a User field. When you make the a relationship all the Sales will automatically attach to the correct Sales Rep.

Hi is there any other way or workaround for this as we are facing same issue and having to create needless tables to get around which is not ideal. thanks paul