I’m trying to build a report that shows a percentage based on a number on deals.
So each deal has a value we call TPV (a $ amount). Our PS team is measured on attainment of LIVE TPV.
So essentially i need to show (Live TPV divided by TPV) as a percentage on the pivot table.
I want to find a way to show the percentage of attainment in a dashboard report and just hitting a road block - does anyone have any thoughts - open to anything
Hi @MRuxton0,
Thanks for reaching out to the Community!
Would you be able to tell us more about the roadblock you are running into with reporting? Are you running into a roadblock with the report chart type or how it’s displayed? Would you be able to please share a screenshot of what you have been able to put together so far in the report?
Having more context on what you have tried out so far and more information on your reporting variables can help the community offer better advice. Thank you!
Best,
Kristen
Here’s an example as you’ve requested. Happy to schedule time to discuss further and explain use case.
I want to be able to do the following.
A) add a column (ideally after total) that is (Won + Sold Alt for each row)/Total
B) add a column (ideally after total) that is (Voids/Total)
C) add a column (ideally after total) that is (Lost/Total)
D) Ideally, also do some color scales or conditional formatting on each of these columns as well.
We absolutely need to implement Rates/Percentages in pivot tables
The fact that we have to export the report to work out our data outside of Hubspot is really detrimental to our data analysis activities.
Column A is X
Column B is Y
Column C is Y/X*100
Doesn’t seem so complex
Were you able to figure this out? I’ve been trying to complete for the past 30 mintues
Hey @HDamron thank you for posting!
You can find a solution for your issue here with the Operations Hub: https://community.hubspot.com/t5/Data-Hub/Summary-Formulas-in-Datasets/td-p/855173
I also recommend checking this post in the Ideas Forum so you can upvote it! https://community.hubspot.com/t5/HubSpot-Ideas/Percent-of-Total-in-a-Table-or-Pivot-Table/idi-p/1101522
Let me know if it helps!
Best, Victor
Hello @HDamron, @LCacchione1 and @MRuxton0,
This is now available to everyone who has access to the custom report builder in the form of custom formula fields: Create formula fields in the custom report builder
Have a look and let me know if you have any follow-up questions!
This Create formula from custom fields does not work as it is only doing the formula on individual records and not the summary data within a specific table.
@HDamron it sounded like you were asking for row level math. For column level math, there isn’t a way around datasets (Data Hub Pro or Enterprise) as far as I know.