I’m trying to add a column to my customer’s P&L that will show the % of Sales for each row on the report (e.g., Sales = 100.0%, COGS = 36.2%, etc.). I can add calculations between columns (e.g., (F-E)/E), but not within the same column. Is this possible with the standard financial reports?
Solved
Can you add % of Sales column to a P&L financial statement?
Best answer by Laura03
Yes, we can have the % in a separate column. Add a column to the Column set with the calculation for % of sales. The calculation will be something like this: =B/B01260 (using my own total revenue row number as the denominator in the example).
+20Hello
We can have % of sales in its own column, as you noted, or we can configure % of sales in its own Row.
Here is an example where the COGS as % of sales is in a separate row (same column as the total COGS). In this calculation, “100% of sales” is in row @01260.
The result looks like:
% of revenue in its own column is faster to configure. Calculating row by row requires multiple line configurations.
Thanks, this cusotmer is really looking for a separate column so each row will display the % of sales as shown below. Is that possible?
+20Yes, we can have the % in a separate column. Add a column to the Column set with the calculation for % of sales. The calculation will be something like this: =B/B01260 (using my own total revenue row number as the denominator in the example).
+1Was this able to work for you?
I’m currently on 2025R2 and not able to get this to work with the provided answer =B/B01260 (=Column/Row set code #).
We are also in 25R2, and the formula I use is =B/B0115 and it works great. However, we are still running in the Classic UI. With the changes to Modern UI, I’d imagine this may change a bit. I have not had a need to address that as of yet.
+20Was this able to work for you?
I’m currently on 2025R2 and not able to get this to work with the provided answer =B/B01260 (=Column/Row set code #).
Hello JYounes, what is “not working”? It’s helpful to know if you are seeing incorrect $ figures, an error message, blank …
Laura
+1Im still on the Classic UI as well. Do I have the formula in the correct spot?
+1Was this able to work for you?
I’m currently on 2025R2 and not able to get this to work with the provided answer =B/B01260 (=Column/Row set code #).
Hello JYounes, what is “not working”? It’s helpful to know if you are seeing incorrect $ figures, an error message, blank …
Laura
The value its returning is Zero.
+20Thank you! Try changing Row type from GL to Calc. and let us know.
Laura
+1Thank you! Try changing Row type from GL to Calc. and let us know.
Laura
That looks like it worked, need to format it now,
Thanks,
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