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Adaptive Planning
Last Updated: 2023-06-23
Example: Add Metrics or Percentages

Example: Add Metrics or Percentages

This example illustrates how to use a
Custom
 calculation element to add a metric or a percentage in a matrix report.
A matrix report displays these accounts on the rows for FY2022:
  • Revenue
  • Cost of Goods Sold
  • Gross Margin
The report calculates Gross Margin using a
Difference
 calculation element. It provides the variance amount between Revenue and Cost of Goods Sold. You want to add another calculation to display Gross Margin as a percentage of Revenue.
  1. Go to
    Reports
    .
    The Overview page displays.
  2. Run the matrix report and click
    Edit
    .
  3. In the
    Elements
     tab, expand the
    Calculations
     element.
  4. Drag the
    Custom
     calculation element to the report rows and drop it after Gross Margin.
  5. Right-click the
    Custom Calculation
     element and select
    Formula Assistant
    .
  6. Build the formula to calculate gross margin percentage. Use the
    Safe Division
     and
    Multiply
     operators with account elements on the report .
    Example:
    div (RPT.Difference, RPT.4000_Revenue)*100
  7. Click
    OK
     to close the formula assistant.
  8. In the report builder, right-click the
    Custom Calculation
     element and select
    Properties
    .
  9. Enter the label Gross Margin Percentage and click
    Apply
    .
  10. Save and run the report.
A Gross Margin Percentage row displays on the report. It displays the Gross Margin amount as a percentage of the Revenue amount.