Can I create a percentage from two columns in a summary report?

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I am creating a summary report that totals how many bids were placed in a given month as well as how many bids were accepted. It also gives the price totals for the bids placed and the bids that were accepted. I want to create a column that gives the percentage of how many bids were accepted, ([# accepted bids](tot) / [# bids](tot)), and the percentage of the amount accepted, ([accepted amount $] / [bid amount $]) within a given month. I cannot create a summary field because all of these fields are in the same table. 

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Brandon

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Posted 4 years ago

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That is a two part question.  For the calculation of the Bid success ratio, since all bids are equally weighted, you can simply make a formula numeric percent field on the detail bid records


if([success?] = true, 1,0)

 and include an average of that field on your summary report.

However, you cannot natively get a $ weighted bid success ratio without using a master table to link the detail records to.

One way to get the summary fields, though is to say set up a table of months in the format YYYYMM (say a text  field) and then on the details record have a formula to make that same format.  Then do summary totals to count and sum the vales into monthly buckets.  Then you can do your calculations there.
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Brandon

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Thank you. I figured that I would have to add other tables eventually, but for what we're doing right now we are trying to keep it to a minimum. That first formula will work perfectly for now.