Percentage Calculations in Summaries and Totals

[Robert Roll]

I am creating a report on employee time data. For each employee I have time logged and the total hours available for work in a date range and a target utilization percentage.

The utilization for each record is calculated as (Time/Hours available for the employee for the date range).

The report has a sub summary part by employee that shows the total hours and the Utilization which is a Summary field (total) of the field Utilization. For example an employee works a total of 30 billable hours but is available for work for 40 hours, so the utilization is .75

The target utilization is .85 and I want to show the variance to utilization in the subsummary part (result would be .10 in the above example).

I also want to show the Average utilization for all employees in the report total.

Calculations on percentages in sub summaries can be tricky, and I seem to missing something.

[RalphL]

Use the GetSummary Function to calculate the Utilization percent. This will give you calculation fields to use to find the other info you want.

[comment]

I am not quite sure what you mean by "variance". Variance is a statistical measure - it describes a population, not a single sample. From your example, it seems you want to calculate the DIFFERENCE between the target utilization and the actual utilization, for each employee. This can be achieved by calculating =

Employees::TargetUtilization - GetSummary ( sTotalOfUtilization ; EmployeeID )

where EmployeeID is the breakfield used for the sub-summary part.

I am also not sure what you mean by "the Average utilization for all employees in the report total". If you want to find the average utilization rate of an EMPLOYEE (as opposed to a general average), you will need to start by finding out how many employees are there - see:

http://fmforums.com/forum/showtopic.php?tid/196904/post/297916/#297916

[Robert Roll]

Thank you Ralph and Mark for the advice. The Get Summary function is the solution. I think I was looking at the percentages incorrectly. I approached this by using the Get Summary function on two numeric fields that were data totals, created the difference calculation, placed fields on layout to verify correct formulas and results, then replaced calculations with my average calculation.

RR