Add Percent of Total Column to a Cloud Report

In this article, we will add a % of Total column to the Executive Summary’s Base Estimate Level 1 Grouping.

Getting Started

1. Open the Report Designer
   1. In DESTINI Cloud: Estimator, open an Estimate (any estimate, it doesn’t matter which).
   2. Navigate to the Home View.
   3. In the main Ribbon, click on New Report…
      1. Report Designer will be launched
2. In the Report Designer, open your report template file
   1. Click the Open button
   2. Navigate to the location of the report template file (.repx) that you want to modify
3. On the right side of your screen, open the Field List
   1. Locate the Report Explorer on the right side of the screen.
   2. Using the tabs, switch to the Field List.
4. Inside the Field List, expand _DESTINICloudReportsDataSource, right click on any child node and select “Edit Calculated Fields…”
   
5. In the bottom left side of the Calculated Field Collection Editor window, click the Add button
   Result: The new calculated field is automatically selected, and its properties are visible on the right side of the window.
6. Populate the calculated field’s properties using the following information and click OK
   1. Data Member: ScopesOfWork
   2. Expression: See below code snippet
   3. Field Type: Decimal
   4. Name: TotalEstimateCost

% of Total Denominator Expression

We recommend using the following Expression, which incorporates both Base Estimate and Accepted Alternates cost and responds to parameter selections. With this denominator, you can apply a % of Total column to any section of your report.

Expression:

Iif(NOT 'Base Estimate' in (?IncludedScope), 0, ?IncludeExecutiveSummary AND 
?IncludeFeesSummary, [][[Status] = 'Base Estimate'].Sum([TotalCost]), 
[][[Status] = 'Base Estimate'].Sum([DirectCost])) + 
Iif(NOT 'Accepted' in (?IncludedScope), 0, NOT [ContainsAcceptedAlternates], 
0, ?IncludeExecutiveSummary AND ?IncludeFeesSummary, [][[Status] 
= 'Accepted' AND ([AlternateGrouping1] In (?AlternatesLevel1Filter) 
Or IsNullOrEmpty(?AlternatesLevel1Filter))].Sum([TotalCost]), 
[][[Status] = 'Accepted' AND ([AlternateGrouping1] 
In (?AlternatesLevel1Filter) 
Or IsNullOrEmpty(?AlternatesLevel1Filter))].Sum([DirectCost]))

Alternative Expressions

Designer Changes

In this section, we will show you how to apply the % of Total column to the Executive Summary Base Estimate Level 1 Grouping section. These steps can be repeated throughout the report with minor changes.

1. At the top of the report, locate the Executive Summary’s Base Estimate Level 1 Grouping section.

2. Right-click the ‘Total’ column and select Insert → Column to Right

3. With the new cell selected, click the Gear button to the right. Going from bottom up

• • Summary: Group

  • Set Format String as {0:0.00%}

  • Expression: 

sumSum([TotalCost]/[ScopesOfWork].[TotalEstimateCost])

4. Repeat step 2 for the Column Header with Text % of Total

5. Repeat Steps 2 and 3 as needed throughout your report

6. Save and run your report in DESTINI Cloud: Estimator