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Questions Adding Percentage of Total Revenue next to Totals such as Gross Profits

 
Acumatica Analytical Report Manager (Financial Report Writer)
Last Post by RKerby 4 years ago
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RKerby
Posts: 3
 RKerby
Topic starter
July 6, 2021 2:58 pm
(@rkerby)
Active Member
Joined: 5 years ago

We have a client that would like to include on their P&L Comparative report the Percentage of Total Revenue in the next column after the totals without having any percentages for any other lines except for what they specify.  (i.e. Gross Profits).  I can get the percentage but it comes up for all lines in that column.

Client ARM Report Request.docx

 If anyone has had to do this before I would greatly appreciate any and all input.


2 Replies
Gabriel Michaud
Posts: 60
 Gabriel Michaud
July 7, 2021 11:50 am
(@gabriel)
Trusted Member
Joined: 5 years ago

Hi Rosemary,

You can use the Column Group feature of ARM to achieve this. In the Row Set, locate the row that corresponds to the Gross Profit line of the report and enter something in the "Column Group" column, ex: "PCT". Then, go to your column set, and set the Printing Group to the same value ("PCT"). ARM will only display the value for cells where *both* the row and the column have a matching group.

If you need more flexibility/simplicity with your report layouts, you might want to take a look at a product that I built, Velixo Reports for Acumatica. I have attached a sample report that shows something similar within Excel. I can give you a test license if you want to try it out, just send me a private message.

Screen Shot 2021 07 07 at 12.49.24

 


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RKerby
 RKerby
(@rkerby)
Joined: 5 years ago

Active Member
Posts: 3
July 7, 2021 11:54 am
Reply toGabriel MichaudGabriel Michaud

@gabriel Thank you for the reply.  I will give this a try.


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Tim Rodman and Gabriel Michaud reacted
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