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author's profile photo Former Member
Former Member

Calculating percentages by date grouping in a Cross-tab report.

I have created a monthly at glance dashboard, and I am having difficulty with the percentage breakdown. I have the report grouped by date, and sorted by month with YTD total on the right.

*The problem is all the rows with a percentage are calculating the same across the columns. The YTD total is correct, but the totals for January and February are not 60%.

If I run the report for one month everything aligns, and in multiple months everything is correct with count summaries.

Please let me know if anyone has any advice.

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 13, 2014 at 09:54 PM

    Hi Joshua, I think what you are looking for is an embedded summary.

    Right click on the data of Jan DCD (donors) Rate > Embedded Summary > Insert Embedded Summary.

    Since for some reason I cannot open your file that you provided, I'm not quite sure how the conversion rate is being calculated but you can obtain the values per Month by using

    Local Numbervar OrganDonorReferrals:=GridValueAt (CurrentRowIndex, CurrentColumnIndex, 4);

    Local Numbervar UntimelyReferrals:=GridValueAt (CurrentRowIndex, CurrentColumnIndex, 6);

    Local Numbervar UnreferredBrainDeaths:=GridValueAt (CurrentRowIndex, CurrentColumnIndex, 8);

    so on and so forth...

    and insert your formula to calculate the conversion rate thereafter

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  • Posted on Mar 12, 2014 at 06:01 AM

    Hi Joshua.

    Could you paste a screenshot of the crosstab expert window in CR Designer?

    -Abhilash

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