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.
To create a column that calculates percentages
In the Search box, enter Account Schedules, and then choose the related link.
In the Account Schedule Names window, select an account schedule.
On the Home tab, in the Process group, choose Edit Account Schedule to set up an account schedule row to calculate the total on which the percentages will be based.
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.
On the Actions tab, in the Functions group, choose Edit Column Layout Setup to set up a column.
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 this procedure for each group of rows that you want to break down by percentage.
 Tip |
|---|
For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |