A workaround for this scenario is to use the RATIO_TO_REPORT() OVER () formula in the Formula column, and then select one of the Round functions from the Function drop down menu.
The steps below show how to create a Transaction Saved Search to show the total sales per customer and the percentage related to the total sales of the company. The search results include both scenarios described before for the purpose of comparison.
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- Enter Search Title
- Under the Criteria tab > Standard subtab, add these two filters:
- Type = is any of Cash Sale, Invoice
- Main Line = is true
- Under the Results tab > Columns subtab, add these four fields:
- Field = Customer (Main Line)Fields… Name | Summary Type = Group
- Field = Amount | Summary Type = Sum
- Field = Formula (Percent) | Summary Type = Sum
- Function = Round to Hundreds
- Formula = RATIO_TO_REPORT(sum({amount})) OVER ()
- Field = Amount | Summary Type = Sum
- Function = % of Total
- Click Save or Save and Run