Thursday, June 27, 2019

Create a Saved Search that Displays the Ratio between Two Fields with a Summary Type

The user would like to pull up the percentage between two fields that has a Summary Type of SUM.

Steps to follow:

1. Navigate to List 
> Search > Saved Searches > New > Customer.
2. Set the Filters that you want to use on the Criteria tab.
3. On the Results tab, add the fields that user wants to pull up including the formula field with the following values:

Field = Formula (Percent)
Summary Type = MAX
Formula = SUM({field1})/SUM({field2})

Sample screenshot:

C4. Click Save&Run.

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