Pro Forma Report

Question

I have a summary report where I am trying to show a Pro Forma Column on the end.    I have a way to cheat if I make a Summary field in the report and then hard code the divisor.    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  as you divided revenue or expense items by the total revenue.   It is solved in Excel by making an absolute reference like "$C$1"

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

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

MarkShnierYou · 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".

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------

Sign up

Login to the community