Sometimes you may want to include a column in an account schedule to calculate percentages of a total. For example, if you have a number of rows that break down sales by dimension, you may want a column to indicate the percentage of total sales that each row represents.
Set up an account schedule row to calculate the total on which the percentages will be based.
In the Account Schedule window, insert a line immediately above the first row for which you want to display a percentage.
Fill in the fields on the line. In the Totaling Type field, enter Set Base for Percent. In the Totaling field, enter a formula for the total that the percentage will be based on (for example, if row 11 contains the total sales, enter 11.)
Set up a column in the Column Layout window.
Fill in the fields on the line. In the Column Type field, select Formula. In the Formula field, enter a formula for the amount that you want to calculate a percentage for, followed by % (for example, if column number N contains the net change, enter N%).
Repeat step 1 for each group of rows that you want to break down by percentage.
Changing Column Layouts in Account Schedules
Setting Up Account Schedule Columns Manually
Setting Up Account Schedule Rows Manually
Setting Up Account Schedules with Overviews
Creating New Account Schedules