Proration

[Ardaves]

I need to calculate a percentage for each category in my data.  I have multiple work orders that have multiple different accounts within the order.  I need to calculate the percentage of each CPR based on that one work order but do that across all orders.  In the end I need each order number to have a percentage that tells me what percentage of account "367" or "365... etc. that is attributable to the order. What tool should I use?

[Yoshiro_Fujimori · Accepted solution]

Hi @Ardaves ,

It is difficult to answer to your question without sample input and expected output data.

That said, like any other programming tools, the common approach is to break your work into small steps.

In your case, the steps would be something like below:

1. use Summary tool to count / sum of a table. Set Group-by to get the result by category

2. use Join or Find Replace tool to set the numerator and denominator in a row

3. use Formula tool to calculate the ratio

Sample workflow

Input

Output

[Ardaves]

Thank you, this is very helpful.