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P&L - Actual vs Budget - need to eliminate % calculation in column set


jenjen98
Freshman I

We would like to see Gross Profit percentages (COGS/Revenue) for the three divisions of our company. I have been able to set this up in the row set, but in our period and YTD variance columns I do not want see the percentages. Is this possible? 

I am fairly new to configuring reports so I apologize if this is a simple answer! 

Best answer by bryanb39

I edited my response, I had the rule backwards, the following should work:

In your row set set the Column Group to be AB1 for example for the ones you want to hide. 

In your Column set, set your printing group to be AB1 on the non variance Columns. 

Since the variance columns have no printing group set, it’ll just show rows with no Column Set. 

No idea why the fields have different names, but Column Group is basically Printing Group.  

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3 replies

bryanb39
Pro II
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  • Pro II
  • 177 replies
  • June 10, 2022

The formatting may not be exactly as you want, but you can calculate a percentage by dividing columns and formatting as a percentage.  

You need COGs and Revenue separated, so you would use the data source section to filter one column to only use COGS, the other to only use Revenue, then a visibility formula to hide those two columns.  Then you can reference those two in a 3rd column to display your COGS / Revenue percentage.  

 

 


jenjen98
Freshman I
  • Author
  • Freshman I
  • 5 replies
  • June 10, 2022

I probably should have included this in my original post. I am looking to not have the highlighted percentages on the report. 

 

 


bryanb39
Pro II
Forum|alt.badge.img+6
  • Pro II
  • 177 replies
  • Answer
  • June 10, 2022

I edited my response, I had the rule backwards, the following should work:

In your row set set the Column Group to be AB1 for example for the ones you want to hide. 

In your Column set, set your printing group to be AB1 on the non variance Columns. 

Since the variance columns have no printing group set, it’ll just show rows with no Column Set. 

No idea why the fields have different names, but Column Group is basically Printing Group.  


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