Calculating percentages within same scope

Question

Calculating percentages within same scope

michielbijnen

Ten Centuries

Points: 1308
More actions
June 18, 2014 at 7:14 am

#292508

Hi,
I have a report with a grouping on the GL-account-category and simply shows the sum(amount) for that category.
One of the categories is "Net Sales".
What I would like to achieve is the sum(amount) for all other individual categories as a percentage of the sum(amount) of category "Net Sales". The point is that all categories reside in the same grouping (scope).
So, as an example, the percentages that I would like to have:
Category "Net Sales": 100% (= 100k)
Category 2: 60% (asuming that sum(amount) of this category is 60k; divided by 100k = 60%)
Category 3: 25% (sum(amount) = 25k; divided by 100k = 25%)
Category 4: 5% (sum(amount) = 5k; divided by 100k = 5%)
etc. etc.
Hopefully someone can help me out.
Thanks!

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Sean Lange SSC Guru Points: 286590 More actions · Answer 1

michielbijnen (6/18/2014)
Hi,
I have a report with a grouping on the GL-account-category and simply shows the sum(amount) for that category.
One of the categories is "Net Sales".
What I would like to achieve is the sum(amount) for all other individual categories as a percentage of the sum(amount) of category "Net Sales". The point is that all categories reside in the same grouping (scope).
So, as an example, the percentages that I would like to have:
Category "Net Sales": 100% (= 100k)
Category 2: 60% (asuming that sum(amount) of this category is 60k; divided by 100k = 60%)
Category 3: 25% (sum(amount) = 25k; divided by 100k = 25%)
Category 4: 5% (sum(amount) = 5k; divided by 100k = 5%)
etc. etc.
Hopefully someone can help me out.
Thanks!

The challenge here is that you haven't provided any kind of details. In order to help we will need a few things:

1. Sample DDL in the form of CREATE TABLE statements

2. Sample data in the form of INSERT INTO statements

3. Expected results based on the sample data

Please take a few minutes and read the first article in my signature for best practices when posting questions.

_______________________________________________________________

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michielbijnen Ten Centuries Points: 1308 More actions · Answer 2

Okay, I have prepared some code:

Create table:

/****** Object: Table [dbo].[_FinancialReportingTEST] Script Date: 5-7-2014 10:36:19 ******/

SET ANSI_NULLS ON

GO

SET QUOTED_IDENTIFIER ON

GO

CREATE TABLE [dbo].[_FinancialReportingTEST](

[ID] [int] IDENTITY(1,1) NOT NULL,

[GeneralLedgerAccount] [nchar](9) NOT NULL,

[GeneralLedgerDescription] [nchar](60) NOT NULL,

[GeneralLedgerAccountDivision] [nchar](9) NULL,

[GeneralLedgerDescriptionDivision] [nchar](60) NULL,

[Company] [nchar](3) NULL,

[CompanyName] [nvarchar](60) NULL,

[CompanyClass1Code] [nvarchar](30) NULL,

[CompanyClass1Description] [nvarchar](60) NULL,

[CompanyClass3Code] [nvarchar](30) NULL,

[CompanyClass3Description] [nvarchar](60) NULL,

[CompanyClass4Code] [nvarchar](30) NULL,

[CompanyClass4Description] [nvarchar](60) NULL,

[FinancialYear] [smallint] NULL,

[FinancialPeriod] [smallint] NULL,

[FinancialQuarter] [smallint] NULL,

[GeneralLedgerType] [nchar](1) NULL,

[EntryNumber] [nvarchar](20) NULL,

[Journal] [nchar](10) NULL,

[DescriptionEntryLine] [nvarchar](60) NULL,

[Amount] [float] NULL,

[Quantity] [float] NULL,

[UnitCode] [nchar](8) NULL,

[CreditorNumber] [nvarchar](12) NULL,

[CreditorName] [nvarchar](100) NULL,

[DebtorNumber] [nvarchar](12) NULL,

[DebtorName] [nvarchar](100) NULL,

[CostcenterCode] [nchar](10) NULL,

[CostcenterDescription] [nchar](60) NULL,

[CostUnitCode] [nchar](10) NULL,

[YourRef] [nvarchar](30) NULL,

[Date] [datetime] NULL,

[ReportingDate] [datetime] NULL,

[StartDatePeriod] [datetime] NULL,

[EndDatePeriod] [datetime] NULL,

[InvoiceNumber] [nchar](8) NULL,

[DocumentURL] [nchar](200) NULL,

[ResourceNumber] [int] NULL,

[BudgetVersion] [nchar](8) NULL,

[BudgetDescription] [nchar](60) NULL,

[ItemCode] [nvarchar](30) NULL,

[ItemDescription] [nvarchar](100) NULL,

[Category6Code] [nvarchar](30) NULL,

[Category6Description] [nchar](160) NULL,

[Category7Code] [nvarchar](30) NULL,

[Category7Description] [nvarchar](160) NULL,

[Category8Code] [nvarchar](30) NULL,

[Category8Description] [nvarchar](160) NULL,

[Category9Code] [nvarchar](30) NULL,

[Category9Description] [nvarchar](160) NULL,

[Category10Code] [nvarchar](30) NULL,

[Category10Description] [nvarchar](160) NULL,

CONSTRAINT [PK_ManRappFin] PRIMARY KEY CLUSTERED

(

[ID] ASC

)WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

) ON [PRIMARY]

GO

Insert 10 rows for testing:

INSERT INTO _FinancialReportingTEST

(

GeneralLedgerAccount,

GeneralLedgerDescription,

GeneralLedgerAccountDivision,

GeneralLedgerDescriptionDivision,

Company,

CompanyName,

CompanyClass1Code,

CompanyClass1Description,

CompanyClass3Code,

CompanyClass3Description,

CompanyClass4Code,

CompanyClass4Description,

FinancialYear,

FinancialPeriod,

FinancialQuarter,

GeneralLedgerType,

EntryNumber,

Journal,

DescriptionEntryLine,

Amount,

Quantity,

UnitCode,

CreditorNumber,

CreditorName,

DebtorNumber,

DebtorName,

CostcenterCode,

CostcenterDescription,

CostUnitCode,

YourRef,

Date,

ReportingDate,

StartDatePeriod,

EndDatePeriod,

InvoiceNumber,

DocumentURL,

ResourceNumber,

BudgetVersion,

BudgetDescription,

ItemCode,

ItemDescription,

Category6Code,

Category6Description,

Category7Code,

Category7Description,

Category8Code,

Category8Description,

Category9Code,

Category9Description,

Category10Code,

Category10Description

)

VALUES

(

'4000',

'GL Account Division 1',

'40000',

'GL Account Company 1',

'4',

'Company 1',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

1,

'W',

'14510014',

'51',

'Description',

240041.1,

2728.02,

'Unknown',

'410532',

'Creditor 1',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140001',

'2014-01-10 00:00:00.000',

'2014-01-01 00:00:00.000',

'2014-01-31 00:00:00.000',

'20092139',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={A77AC40E-B6EA-4F07-AC40-F6E00FDA0440}',

6066,

'Actuals',

'Unknown',

'40',

'EBITDA',

'100',

'Gross Margin',

'1000',

'Net Turnover',

'Unknown',

'Unknown'

)

,

(

'4100',

'GL Account Division 2',

'41000',

'GL Account Company 2',

'4',

'Company 2',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

1,

'W',

'14510014',

'51',

'Description',

40041.1,

728.02,

'Unknown',

'410532',

'Creditor 2',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140001',

'2014-01-10 00:00:00.000',

'2014-01-01 00:00:00.000',

'2014-01-31 00:00:00.000',

'20092139',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={F09D5B4F-29AC-4F18-A2F2-72A5B5F40CB0}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'100',

'Gross Margin',

'1000',

'Net Turnover',

'Unknown',

'Unknown'

)

,

(

'4200',

'GL Account Division 3',

'42000',

'GL Account Company 3',

'4',

'Company 3',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

2,

1,

'W',

'14510016',

'51',

'Description',

30426,

553.2,

'Unknown',

'410532',

'Creditor 3',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140002',

'2014-02-17 00:00:00.000',

'2014-02-01 00:00:00.000',

'2014-02-28 00:00:00.000',

'20092143',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={353A4A84-8129-4352-8112-7590FBD3D7CC}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'100',

'Gross Margin',

'2000',

'Raw Materials',

'Unknown',

'Unknown'

)

,

(

'4300',

'GL Account Division 4',

'43000',

'GL Account Company 4',

'4',

'Company 4',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

2,

1,

'W',

'14510036',

'51',

'Description',

30426,

553.2,

'Unknown',

'410532',

'Creditor 4',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140005',

'2014-02-24 00:00:00.000',

'2014-02-01 00:00:00.000',

'2014-02-28 00:00:00.000',

'20092258',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={4B958E6C-A00F-4D82-9224-CFE6C3F91A32}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'100',

'Gross Margin',

'2000',

'Raw Materials',

'Unknown',

'Unknown'

)

,

(

'4400',

'GL Account Division 5',

'44000',

'GL Account Company 5',

'4',

'Company 5',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

2,

1,

'W',

'14510036',

'51',

'Description',

30426,

553.2,

'Unknown',

'410532',

'Creditor 5',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140005',

'2014-02-24 00:00:00.000',

'2014-02-01 00:00:00.000',

'2014-02-28 00:00:00.000',

'20092258',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={A91E71A9-82CC-4D51-8B3B-4E3AFC8E55DA}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'400',

'Costs',

'4000',

'Wages and Salaries',

'Unknown',

'Unknown'

)

,

(

'4500',

'GL Account Division 6',

'45000',

'GL Account Company 6',

'4',

'Company 6',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

3,

1,

'W',

'14510038',

'51',

'Description',

7157.7,

130.14,

'Unknown',

'410532',

'Creditor 6',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140006',

'2014-03-24 00:00:00.000',

'2014-03-01 00:00:00.000',

'2014-03-31 00:00:00.000',

'20092304',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={32936F30-2951-44AE-A010-C066D4D55668}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'400',

'Costs',

'4000',

'Wages and Salaries',

'Unknown',

'Unknown'

)

,

(

'4600',

'GL Account Division 7',

'46000',

'GL Account Company 7',

'4',

'Company 7',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

3,

1,

'W',

'14510044',

'51',

'Description',

37780.6,

686.92,

'Unknown',

'410532',

'Creditor 7',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140007',

'2014-03-31 00:00:00.000',

'2014-03-01 00:00:00.000',

'2014-03-31 00:00:00.000',

'20092342',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={6D962F1E-2A44-4F11-BC47-B26F28CA9246}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'400',

'Costs',

'6000',

'Housing',

'Unknown',

'Unknown'

)

,

(

'4700',

'GL Account Division 8',

'47000',

'GL Account Company 8',

'4',

'Company 8',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

4,

2,

'W',

'14510048',

'51',

'Description',

30542.6,

555.32,

'Unknown',

'410532',

'Creditor 8',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140010',

'2014-04-07 00:00:00.000',

'2014-04-01 00:00:00.000',

'2014-04-30 00:00:00.000',

'20092376',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={24DA0D0C-FC7D-481B-8DF7-D9CF73A33DE0}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'400',

'Costs',

'7000',

'Sales',

'Unknown',

'Unknown'

)

,

(

'4800',

'GL Account Division 9',

'48000',

'GL Account Company 9',

'4',

'Company 9',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

5,

2,

'W',

'14510057',

'51',

'Description',

30797.8,

559.96,

'Unknown',

'410532',

'Creditor 9',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140011',

'2014-05-14 00:00:00.000',

'2014-05-01 00:00:00.000',

'2014-05-31 00:00:00.000',

'20092492',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={B3A9FCA6-8DC9-4C15-842C-1406BC9D5E10}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'400',

'Costs',

'3000',

'General',

'Unknown',

'Unknown'

)

,

(

'4900',

'GL Account Division 10',

'49000',

'GL Account Company 10',

'4',

'Company 10',

'Comp',

'Company',

'NL',

'Comp Netherlands',

'BR',

'Comp Netherlands Brabant',

2014,

7,

3,

'W',

'14510064',

'51',

'Description',

38775,

705,

'Unknown',

'410532',

'Creditor 10',

'Unknown',

'4290',

'CostCenter',

'9000',

'20140013',

'2014-07-21 00:00:00.000',

'2014-07-01 00:00:00.000',

'2014-07-31 00:00:00.000',

'20092565',

'http://someapp01/somewebsite/docs/DocView.aspx?DocumentID={A2A6C6A8-DECD-44BE-B84E-A304E9B4127D}',

6066,

'Actuals ',

'Unknown',

'40',

'EBITDA',

'400',

'Costs',

'3000',

'General',

'Unknown',

'Unknown'

);

Attached is a screenshot (from Excel) what I would like to achieve.

Also a screenshot of the actual RDL that i use.

My table has field Category9Code with Net Turnover that I would like to have as 100%.

The other Category9Codes should be calculated as a percentage of this Net Turnover.

Thanks!

michielbijnen Ten Centuries Points: 1308 More actions · Answer 3

Unfortunately I am not able to attach the 2 images properly in my reply ...

I used the image shortcut with an absolute URL to my local system using syntax "file:///C|/dir1/dir2/filename.png".

No spaces in the filename ...

How can I attach a file from my local computer?

Sean Lange SSC Guru Points: 286590 More actions · Answer 4

michielbijnen (7/5/2014)
Unfortunately I am not able to attach the 2 images properly in my reply ...
I used the image shortcut with an absolute URL to my local system using syntax "file:///C|/dir1/dir2/filename.png".
No spaces in the filename ...
How can I attach a file from my local computer?

When posting, scroll down. In the bottom right corner is an Edit Attachments button.

Excellent job posting ddl and sample data. Hopefully the attachments will help but also a description of how you want these calculations would be a big help.

_______________________________________________________________

Need help? Help us help you.

Read the article at http://www.sqlservercentral.com/articles/Best+Practices/61537/ for best practices on asking questions.

Need to split a string? Try Jeff Modens splitter http://www.sqlservercentral.com/articles/Tally+Table/72993/.

Cross Tabs and Pivots, Part 1 – Converting Rows to Columns - http://www.sqlservercentral.com/articles/T-SQL/63681/
Cross Tabs and Pivots, Part 2 - Dynamic Cross Tabs - http://www.sqlservercentral.com/articles/Crosstab/65048/
Understanding and Using APPLY (Part 1) - http://www.sqlservercentral.com/articles/APPLY/69953/
Understanding and Using APPLY (Part 2) - http://www.sqlservercentral.com/articles/APPLY/69954/

michielbijnen Ten Centuries Points: 1308 More actions · Answer 5

Hi Sean,

Thanks for your reply.

I have attached two screenshots with extra info in my reply with the SQL code.

Hopefully I managed to get my point clear enough.

regards,

Michiel