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How to show percentage on aggregation line in a crosstab report

Question & Answer


Question

This article and sample screenshot illustrate how to use a Calculated aggregation function and Solve Order to accomplish the task of showing percentage of totals on the aggregation line in a crosstab report .

Answer



To show the percentage of (Total of Gross profit) / (Total of revenue) on the total line in a crosstab report, the aggregate type needs to be calculated. In addition, the solve order needs to be changed if the calculation is based on the results of other calculations.

Note: Do not use the Report Studio Percentage() function for the calculation. Rather, create a calculation like:

    total(([Gross Profit] for [Order Number], [Order Year]) / total([Gross Profit] for [Order Number]))


Steps:
  1. In Report Studio, create a new data item Percentage, and change its aggregate function type in Properties pane to Calculated
  2. Insert data item Percentage as a column to the report, click column title Percentage, go to the Properties pane, and check its solve order (i.e. change its solve order to 2 if the solve order for the total aggregation is 1 to base this calculation on the results of the total.

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Document Information

Modified date:
15 June 2018

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