Did you know that you can calculate the percentage of total expenses for all individual expense lines? The Change Base Row (CBR) format code lets you identify a row as the base row, and then calculate what percentage other accounts are in relation to the base row. This type of report is commonly used to identify which accounts are having the largest impact on income or expenses.
You can setup this calculation in a few steps.
1. In the Row Definition add a CBR format code above the row where you want to start the calculation.
2. Set the Related Formulas / Rows / Units by entering the Row Code of your baseline row.
3. In the Column Definition add a CALC column. Set the calculation to B/BASEROW. The calculation is taking the values in column B and dividing them by the BASEROW we identified in the Row Definition for column A.
4. Set the Format / Currency Override for column B to be formatted as a percentage.
If you want to get more sophisticated you can add in any of the following formatting features:
Watch the video below for more information.
What Column Restictions can be used in the Row Definitions to prevent CBR calculations on specific rows? We have a report that states statistical information then P&L and we want to restrict the CBR calculation on the statistical information.