Management Reporter Percentage Calc in Total Column

  • Management Reporter Percentage Calc in Total Column

    Posted by Donald McCready on March 7, 2017 at 9:33 am
    • Don McCready

      Member

      March 7, 2017 at 9:33 AM

      Gang,

      I have a trend income statement in MR with a column for each month and a total column O to the far right.  In the column format, the CALC formula for column O is “C:N” creating the total.

      In the row format, one row calculates the gross profit percentage for each monthly column:
      You’ll note that I restricted this to the monthly columns only, omitting it from the total column O.  The reason is that I cannot figure out how to get this percentage to work correctly in that column.  If I remove the restriction to allow the CAL to work in the total column, it adds all the percentages across the row instead of doing the division calculation that I need.

      Any suggestions are appreciated.

      Thanks!

      ——————————
      Don McCready
      Controller and IT Director
      The Schaefer Group, Inc.
      Dayton, Ohio
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    • Steve Erbach

      Member

      March 7, 2017 at 1:45 PM

      Hi, Don,

      >>  If I remove the restriction to allow the CAL to work in the total column, it adds all the percentages across the row instead of doing the division calculation that I need. <<

      I wrestled with something very similar for our main P&L report. The first thing I’d suggest is to examine the “Calculation priority” on the Report Definition’s Settings page. Make sure that you select the “Perform column calculation first and then row” radio button.

      Regards,

      ——————————
      “Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
      WOW Logistics Company – Appleton, WI
      VP for Communication, GPUG WI (Milwaukee) Chapter
      Co-Chair, GPUG WI (Green Bay) Chapter
      GP 2016 (16.00.0439) / MR 2012 CU15
      Blog: https://www.gpug.com/blogs/steve-erbach
      Twitter: @serbach
      ——————————
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    • Nick Sercer

      Member

      March 7, 2017 at 6:05 PM

      Hey Don,

      As Steve mentioned, changing the calculation priority in the Settings tab should correct your issue, which is common. However, changing the setting can have unintended consequences at times as it may cause a similar problem on row totals where you calculating ratios in your column def. Usually, one or the other produces the desired results, but beware.

      Go Flyers! Class of ’89

      Nick

      ——————————
      Nick Sercer, Partner/Consultant at MSX Group
      nick.sercer@msxgroup.com

      View GPUG Partner listing for MSX Group: https://www.gpug.com/engage/findacompany/companyprofile?UserKey=275d1f3a-73b4-4a58-b0d8-7395d682dbc3

      http://www.msxgroup.com/ProsperoGP
      ——————————
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    • Don McCready

      Member

      March 10, 2017 at 9:22 AM

      Thanks Steve and Nick!  Problem solved.

      ——————————
      Don McCready
      Controller and IT Director
      The Schaefer Group, Inc.
      Beavercreek OH
      ——————————
      ——————————————-

    Donald McCready replied 6 years, 11 months ago 1 Member · 0 Replies
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