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Tobias_Pettersson
Contributor II
Contributor II

Percentage of Total Income PNL

Hi,

I've been searching the community for the answer on this topic but with no luck. 😞

I'm having some troubles figuring how to calculate the row percentage of the total income for my Profit and Loss.
I would simply like to know every account's (Konto) and Summary post (Kontogrupp) size compared to the total income (Summa intäkter).

Do you guys have any idea how to do this?

PnL.PNG

And this is the formula I've tried (which doesnt work...):

formula.PNG

 

Thank you in advance!

Best regards, Tobias

 

Labels (1)
2 Solutions

Accepted Solutions
sunny_talwar

May be try the denominator with TOTAL qualifier

(Sum({<Source = {'Utfall'}>} Belopp)*-1)/
(Sum(TOTAL {<Source = {'Utfall'}, SummeringsPoster = {'Summa intakter'}>} Belopp)*-1)

 

View solution in original post

sunny_talwar

Did you copy and paste my expression? I think I did not use the special character for the a you have in intaker... can you make sure that you have used the correct value within the set analysis

image.png

View solution in original post

7 Replies
teiswamsler
Partner - Creator III
Partner - Creator III

Hi Tobias

Depending on how you have build the datamodel, this may work.

(Sum( {< Source = {'Utfall'}>} Belopp)*-1)

/

(Sum( Total <Kontogrupp> {< Source = {'Utfall'}>} Belopp)*-1)

Br.
Teis

sunny_talwar

May be try the denominator with TOTAL qualifier

(Sum({<Source = {'Utfall'}>} Belopp)*-1)/
(Sum(TOTAL {<Source = {'Utfall'}, SummeringsPoster = {'Summa intakter'}>} Belopp)*-1)

 

Tobias_Pettersson
Contributor II
Contributor II
Author

I did not work 😞

The last row (EBITA) in the column should be 17,5% but ended up like this:

Skärmklipp.PNG

Do you guys have any more ideas?

Much appreciated.

 

Best regards, Tobias

Tobias_Pettersson
Contributor II
Contributor II
Author

The result should be something like this when it works:

Skärmklipp.PNG

NitinK7
Specialist
Specialist

Hi,

Can you provide simple excel data file that will be helpful to find solution.

 

Regards,

Nitin.

sunny_talwar

Did you copy and paste my expression? I think I did not use the special character for the a you have in intaker... can you make sure that you have used the correct value within the set analysis

image.png

Tobias_Pettersson
Contributor II
Contributor II
Author

II WORKS!!

Thank you guys for your time!

Special thanks to Sunny_Talwar who got it right 🙂


Best regards,

Tobias