Example: Calculate expenses as a percentage of total expenses

This example shows how to calculate expenses as a percentage of total expenses by creating a computation that divides the amount in rows by the Expenses account group.

1 2 3
 

Actual Expenses

Percent of total Expenses

Expenses

   

General Expenses

 50,000 14%

Payroll Expenses

 200,000 57%

Utilities and Facilities

 100,000 29%

Total Expenses

350,000 100%

Column 3 is a computed column of the actual expenses (entries in column 2) divided by total expenses (total of column 2) to show percentages.

To calculate this for your report, you would define a computation on the Computations tab and then use it in the Columns tab.

The Computation tab is available only if you selected Accounts as your report structure on the Report Info tab. The Computations tab isn’t available if the report structure is set to Dimensions.

  1. On the Computations tab, define a computation that divides your expense account groups by your total expenses. In this example, this is represented by the account group called Expenses.
    • Use the dropdown menu at the top of the computation column to create a computation for the entire column (All groups).

    OR

    • Select Edit on a row to create a computation for a specific account group.
  2. On the Columns tab, you apply the computation to the report. Notice that computation requires 2 columns. One contains the actual amount and the other (Compute on actual) applies the calculation to the actual column and displays the result.
    1. Set the Column type to Computation on actual.
    2. Select the computation you defined and the column to apply it to (column number).