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Calculating percentages within same scope Expand / Collapse
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Posted Wednesday, June 18, 2014 7:14 AM
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Hi,


I have a report with a grouping on the GL-account-category and simply shows the sum(amount) for that category.
One of the categories is "Net Sales".
What I would like to achieve is the sum(amount) for all other individual categories as a percentage of the sum(amount) of category "Net Sales". The point is that all categories reside in the same grouping (scope).

So, as an example, the percentages that I would like to have:
Category "Net Sales": 100% (= 100k)
Category 2: 60% (asuming that sum(amount) of this category is 60k; divided by 100k = 60%)
Category 3: 25% (sum(amount) = 25k; divided by 100k = 25%)
Category 4: 5% (sum(amount) = 5k; divided by 100k = 5%)
etc. etc.

Hopefully someone can help me out.

Thanks!
Post #1582903
Posted Wednesday, June 18, 2014 7:21 AM


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michielbijnen (6/18/2014)
Hi,


I have a report with a grouping on the GL-account-category and simply shows the sum(amount) for that category.
One of the categories is "Net Sales".
What I would like to achieve is the sum(amount) for all other individual categories as a percentage of the sum(amount) of category "Net Sales". The point is that all categories reside in the same grouping (scope).

So, as an example, the percentages that I would like to have:
Category "Net Sales": 100% (= 100k)
Category 2: 60% (asuming that sum(amount) of this category is 60k; divided by 100k = 60%)
Category 3: 25% (sum(amount) = 25k; divided by 100k = 25%)
Category 4: 5% (sum(amount) = 5k; divided by 100k = 5%)
etc. etc.

Hopefully someone can help me out.

Thanks!


The challenge here is that you haven't provided any kind of details. In order to help we will need a few things:

1. Sample DDL in the form of CREATE TABLE statements
2. Sample data in the form of INSERT INTO statements
3. Expected results based on the sample data

Please take a few minutes and read the first article in my signature for best practices when posting questions.


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Post #1582911
Posted Saturday, July 5, 2014 4:16 AM
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Okay, I have prepared some code:

Create table:
/****** Object:  Table [dbo].[_FinancialReportingTEST]    Script Date: 5-7-2014 10:36:19 ******/
SET ANSI_NULLS ON
GO

SET QUOTED_IDENTIFIER ON
GO

CREATE TABLE [dbo].[_FinancialReportingTEST](
[ID] [int] IDENTITY(1,1) NOT NULL,
[GeneralLedgerAccount] [nchar](9) NOT NULL,
[GeneralLedgerDescription] [nchar](60) NOT NULL,
[GeneralLedgerAccountDivision] [nchar](9) NULL,
[GeneralLedgerDescriptionDivision] [nchar](60) NULL,
[Company] [nchar](3) NULL,
[CompanyName] [nvarchar](60) NULL,
[CompanyClass1Code] [nvarchar](30) NULL,
[CompanyClass1Description] [nvarchar](60) NULL,
[CompanyClass3Code] [nvarchar](30) NULL,
[CompanyClass3Description] [nvarchar](60) NULL,
[CompanyClass4Code] [nvarchar](30) NULL,
[CompanyClass4Description] [nvarchar](60) NULL,
[FinancialYear] [smallint] NULL,
[FinancialPeriod] [smallint] NULL,
[FinancialQuarter] [smallint] NULL,
[GeneralLedgerType] [nchar](1) NULL,
[EntryNumber] [nvarchar](20) NULL,
[Journal] [nchar](10) NULL,
[DescriptionEntryLine] [nvarchar](60) NULL,
[Amount] [float] NULL,
[Quantity] [float] NULL,
[UnitCode] [nchar](8) NULL,
[CreditorNumber] [nvarchar](12) NULL,
[CreditorName] [nvarchar](100) NULL,
[DebtorNumber] [nvarchar](12) NULL,
[DebtorName] [nvarchar](100) NULL,
[CostcenterCode] [nchar](10) NULL,
[CostcenterDescription] [nchar](60) NULL,
[CostUnitCode] [nchar](10) NULL,
[YourRef] [nvarchar](30) NULL,
[Date] [datetime] NULL,
[ReportingDate] [datetime] NULL,
[StartDatePeriod] [datetime] NULL,
[EndDatePeriod] [datetime] NULL,
[InvoiceNumber] [nchar](8) NULL,
[DocumentURL] [nchar](200) NULL,
[ResourceNumber] [int] NULL,
[BudgetVersion] [nchar](8) NULL,
[BudgetDescription] [nchar](60) NULL,
[ItemCode] [nvarchar](30) NULL,
[ItemDescription] [nvarchar](100) NULL,
[Category6Code] [nvarchar](30) NULL,
[Category6Description] [nchar](160) NULL,
[Category7Code] [nvarchar](30) NULL,
[Category7Description] [nvarchar](160) NULL,
[Category8Code] [nvarchar](30) NULL,
[Category8Description] [nvarchar](160) NULL,
[Category9Code] [nvarchar](30) NULL,
[Category9Description] [nvarchar](160) NULL,
[Category10Code] [nvarchar](30) NULL,
[Category10Description] [nvarchar](160) NULL,
CONSTRAINT [PK_ManRappFin] PRIMARY KEY CLUSTERED
(
[ID] ASC
)WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]
) ON [PRIMARY]

GO


Insert 10 rows for testing:
INSERT INTO _FinancialReportingTEST
(
GeneralLedgerAccount,
GeneralLedgerDescription,
GeneralLedgerAccountDivision,
GeneralLedgerDescriptionDivision,
Company,
CompanyName,
CompanyClass1Code,
CompanyClass1Description,
CompanyClass3Code,
CompanyClass3Description,
CompanyClass4Code,
CompanyClass4Description,
FinancialYear,
FinancialPeriod,
FinancialQuarter,
GeneralLedgerType,
EntryNumber,
Journal,
DescriptionEntryLine,
Amount,
Quantity,
UnitCode,
CreditorNumber,
CreditorName,
DebtorNumber,
DebtorName,
CostcenterCode,
CostcenterDescription,
CostUnitCode,
YourRef,
Date,
ReportingDate,
StartDatePeriod,
EndDatePeriod,
InvoiceNumber,
DocumentURL,
ResourceNumber,
BudgetVersion,
BudgetDescription,
ItemCode,
ItemDescription,
Category6Code,
Category6Description,
Category7Code,
Category7Description,
Category8Code,
Category8Description,
Category9Code,
Category9Description,
Category10Code,
Category10Description
)

VALUES
(
'4000',
'GL Account Division 1',
'40000',
'GL Account Company 1',
'4',
'Company 1',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
1,
1,
'W',
'14510014',
'51',
'Description',
240041.1,
2728.02,
'Unknown',
'410532',
'Creditor 1',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140001',
'2014-01-10 00:00:00.000',
'2014-01-10 00:00:00.000',
'2014-01-01 00:00:00.000',
'2014-01-31 00:00:00.000',
'20092139',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={A77AC40E-B6EA-4F07-AC40-F6E00FDA0440}',
6066,
'Actuals',
'Actuals',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'100',
'Gross Margin',
'1000',
'Net Turnover',
'Unknown',
'Unknown'
)
,
(
'4100',
'GL Account Division 2',
'41000',
'GL Account Company 2',
'4',
'Company 2',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
1,
1,
'W',
'14510014',
'51',
'Description',
40041.1,
728.02,
'Unknown',
'410532',
'Creditor 2',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140001',
'2014-01-10 00:00:00.000',
'2014-01-10 00:00:00.000',
'2014-01-01 00:00:00.000',
'2014-01-31 00:00:00.000',
'20092139',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={F09D5B4F-29AC-4F18-A2F2-72A5B5F40CB0}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'100',
'Gross Margin',
'1000',
'Net Turnover',
'Unknown',
'Unknown'
)
,
(
'4200',
'GL Account Division 3',
'42000',
'GL Account Company 3',
'4',
'Company 3',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
2,
1,
'W',
'14510016',
'51',
'Description',
30426,
553.2,
'Unknown',
'410532',
'Creditor 3',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140002',
'2014-02-17 00:00:00.000',
'2014-02-17 00:00:00.000',
'2014-02-01 00:00:00.000',
'2014-02-28 00:00:00.000',
'20092143',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={353A4A84-8129-4352-8112-7590FBD3D7CC}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'100',
'Gross Margin',
'2000',
'Raw Materials',
'Unknown',
'Unknown'
)
,
(
'4300',
'GL Account Division 4',
'43000',
'GL Account Company 4',
'4',
'Company 4',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
2,
1,
'W',
'14510036',
'51',
'Description',
30426,
553.2,
'Unknown',
'410532',
'Creditor 4',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140005',
'2014-02-24 00:00:00.000',
'2014-02-24 00:00:00.000',
'2014-02-01 00:00:00.000',
'2014-02-28 00:00:00.000',
'20092258',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={4B958E6C-A00F-4D82-9224-CFE6C3F91A32}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'100',
'Gross Margin',
'2000',
'Raw Materials',
'Unknown',
'Unknown'
)
,
(
'4400',
'GL Account Division 5',
'44000',
'GL Account Company 5',
'4',
'Company 5',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
2,
1,
'W',
'14510036',
'51',
'Description',
30426,
553.2,
'Unknown',
'410532',
'Creditor 5',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140005',
'2014-02-24 00:00:00.000',
'2014-02-24 00:00:00.000',
'2014-02-01 00:00:00.000',
'2014-02-28 00:00:00.000',
'20092258',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={A91E71A9-82CC-4D51-8B3B-4E3AFC8E55DA}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'400',
'Costs',
'4000',
'Wages and Salaries',
'Unknown',
'Unknown'
)
,
(
'4500',
'GL Account Division 6',
'45000',
'GL Account Company 6',
'4',
'Company 6',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
3,
1,
'W',
'14510038',
'51',
'Description',
7157.7,
130.14,
'Unknown',
'410532',
'Creditor 6',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140006',
'2014-03-24 00:00:00.000',
'2014-03-24 00:00:00.000',
'2014-03-01 00:00:00.000',
'2014-03-31 00:00:00.000',
'20092304',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={32936F30-2951-44AE-A010-C066D4D55668}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'400',
'Costs',
'4000',
'Wages and Salaries',
'Unknown',
'Unknown'
)
,
(
'4600',
'GL Account Division 7',
'46000',
'GL Account Company 7',
'4',
'Company 7',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
3,
1,
'W',
'14510044',
'51',
'Description',
37780.6,
686.92,
'Unknown',
'410532',
'Creditor 7',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140007',
'2014-03-31 00:00:00.000',
'2014-03-31 00:00:00.000',
'2014-03-01 00:00:00.000',
'2014-03-31 00:00:00.000',
'20092342',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={6D962F1E-2A44-4F11-BC47-B26F28CA9246}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'400',
'Costs',
'6000',
'Housing',
'Unknown',
'Unknown'
)
,
(
'4700',
'GL Account Division 8',
'47000',
'GL Account Company 8',
'4',
'Company 8',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
4,
2,
'W',
'14510048',
'51',
'Description',
30542.6,
555.32,
'Unknown',
'410532',
'Creditor 8',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140010',
'2014-04-07 00:00:00.000',
'2014-04-07 00:00:00.000',
'2014-04-01 00:00:00.000',
'2014-04-30 00:00:00.000',
'20092376',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={24DA0D0C-FC7D-481B-8DF7-D9CF73A33DE0}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'400',
'Costs',
'7000',
'Sales',
'Unknown',
'Unknown'
)
,
(
'4800',
'GL Account Division 9',
'48000',
'GL Account Company 9',
'4',
'Company 9',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
5,
2,
'W',
'14510057',
'51',
'Description',
30797.8,
559.96,
'Unknown',
'410532',
'Creditor 9',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140011',
'2014-05-14 00:00:00.000',
'2014-05-14 00:00:00.000',
'2014-05-01 00:00:00.000',
'2014-05-31 00:00:00.000',
'20092492',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={B3A9FCA6-8DC9-4C15-842C-1406BC9D5E10}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'400',
'Costs',
'3000',
'General',
'Unknown',
'Unknown'
)
,
(
'4900',
'GL Account Division 10',
'49000',
'GL Account Company 10',
'4',
'Company 10',
'Comp',
'Company',
'NL',
'Comp Netherlands',
'BR',
'Comp Netherlands Brabant',
2014,
7,
3,
'W',
'14510064',
'51',
'Description',
38775,
705,
'Unknown',
'410532',
'Creditor 10',
'Unknown',
'Unknown',
'4290',
'CostCenter',
'9000',
'20140013',
'2014-07-21 00:00:00.000',
'2014-07-21 00:00:00.000',
'2014-07-01 00:00:00.000',
'2014-07-31 00:00:00.000',
'20092565',
'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={A2A6C6A8-DECD-44BE-B84E-A304E9B4127D}',
6066,
'Actuals ',
'Actuals ',
'Unknown',
'Unknown',
'Unknown',
'Unknown',
'40',
'EBITDA',
'400',
'Costs',
'3000',
'General',
'Unknown',
'Unknown'
);


Attached is a screenshot (from Excel) what I would like to achieve.
Also a screenshot of the actual RDL that i use.


My table has field Category9Code with Net Turnover that I would like to have as 100%.
The other Category9Codes should be calculated as a percentage of this Net Turnover.


Thanks!


  Post Attachments 
Screenprint_percentage_calculation.png (8 views, 49.80 KB)
Screenprint_percentage_calculation_RDL.png (6 views, 55.45 KB)
Post #1589489
Posted Saturday, July 5, 2014 4:20 AM
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Unfortunately I am not able to attach the 2 images properly in my reply ...
I used the image shortcut with an absolute URL to my local system using syntax "file:///C|/dir1/dir2/filename.png".
No spaces in the filename ...

How can I attach a file from my local computer?
Post #1589490
Posted Monday, July 7, 2014 7:19 AM


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michielbijnen (7/5/2014)
Unfortunately I am not able to attach the 2 images properly in my reply ...
I used the image shortcut with an absolute URL to my local system using syntax "file:///C|/dir1/dir2/filename.png".
No spaces in the filename ...

How can I attach a file from my local computer?


When posting, scroll down. In the bottom right corner is an Edit Attachments button.

Excellent job posting ddl and sample data. Hopefully the attachments will help but also a description of how you want these calculations would be a big help.


_______________________________________________________________

Need help? Help us help you.

Read the article at http://www.sqlservercentral.com/articles/Best+Practices/61537/ for best practices on asking questions.

Need to split a string? Try Jeff Moden's splitter.

Cross Tabs and Pivots, Part 1 – Converting Rows to Columns
Cross Tabs and Pivots, Part 2 - Dynamic Cross Tabs
Understanding and Using APPLY (Part 1)
Understanding and Using APPLY (Part 2)
Post #1589848
Posted Tuesday, July 8, 2014 2:58 PM
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Hi Sean,

Thanks for your reply.
I have attached two screenshots with extra info in my reply with the SQL code.
Hopefully I managed to get my point clear enough.


regards,
Michiel
Post #1590537
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