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Meghan CampbellMeghan Campbell 

In a report how do I get the percent of sales where a checkbox is true?

Below where the red marks are, I need to show the percent of Sales where the PRO checkbox is TRUE. For Example, Store 105 has a Grand Total of $50.49, I need to show what percent of that is "PRO" (custom PRO checkbox is TRUE) which is %40.49.

The answer for "Percent Pro" should be 80% because the Grand Total is $50.49 and the Total for PRO is $40.49. How do I get the 80% to display in the "Percent Pro" column (marked with Red)?

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Best Answer chosen by Meghan Campbell
Sunil SarillaSunil Sarilla
Hi Meghan,
You will need a combination of a formula field and custom summary formula field for this.
create a formula field of return type currency on the object and the formula will be
IF(Percent_Pro__c = True, Written_Total__c,0)
Now on the report create a custom summary formula field,
format: percent and formula will be
Object.Formula_Field__c:SUM/Written_Total__c:SUM
Use insert summary fields and select the fields and select SUM

 

All Answers

Steve MolisSteve Molis
I think I have a Report with a Formula that will do that, hang on while I dig it up....
Sunil SarillaSunil Sarilla
Hi Meghan,
You will need a combination of a formula field and custom summary formula field for this.
create a formula field of return type currency on the object and the formula will be
IF(Percent_Pro__c = True, Written_Total__c,0)
Now on the report create a custom summary formula field,
format: percent and formula will be
Object.Formula_Field__c:SUM/Written_Total__c:SUM
Use insert summary fields and select the fields and select SUM

 
This was selected as the best answer
Meghan CampbellMeghan Campbell
This worked perfectly. Thank you. I feel like I just met two celebrities! Thank you and Steve Mo for your responses.
Steve MolisSteve Molis
Sunil did all the heavy lifting