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Budget - Calulating Percentage of Income

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    Budget - Calulating Percentage of Income

    Hello, I need some assistance. I guess my database skills are getting rusty as I don't do as much work in Alpha as I used to.

    Background:

    I have an A5 database that I use for tracking personal expenses, cash flow, and budget.

    For my budget, I have a worksheet of sorts; a form with an embedded browse. It's a simple tool that I can adjust as needed that shows all my budget categories and their amounts, in relation to my total take home income.

    I want to add a "percent of Income" column/calculated field so I can see this percentage for each category.

    Example: mortgage: $15,000.00/year calculates to X percentage of total take home pay, groceries are Y percent, etc. What is the best way to do this?

    Do I need to create a variable to capture my yearly take home pay value, as entered in the embedded browse?

    Thanks for any ideas.

    #2
    Re: Budget - Calulating Percentage of Income

    Sorry, by the lack of responses I see that I must not of explained the problem very well.

    But I think I am getting close by using the following calculated expression:

    (TOTAL_AMOUNT / TABLESUM("tblbudget","Type_Action='Income'","Total_Amount"))*100

    That seems to return the percentage of total income for each record in the budget.

    Comment


      #3
      Re: Budget - Calulating Percentage of Income

      (Expense / yearly take home) * 100

      So (Mortgage/Income)*100 would give you what percentage the mortgage was of your income. (Groceries/Income)*100 would give you what percentage your groceries was of your income.

      If you want it in decimal only format then do not multiply by 100.

      Comment


        #4
        Re: Budget - Calulating Percentage of Income

        Thanks. Yes, I guess the sticking point was capturing the total income first. That is what I was having difficulty with. Once I summed the income using the Tablesum() function the rest was easy. The only problem I am having with the Tablesum() function is for some reason moving through the embedded browse is slower now.

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          #5
          Re: Budget - Calulating Percentage of Income

          You may have tablesum() connected to the browse (like in a calc field ?)
          Try it on a form button to test. Removing it from calc fields.

          Comment


            #6
            Re: Budget - Calulating Percentage of Income

            Thanks Ray.

            Yes you are correct, I currently have it connected to the browse through a calculated field in the form.

            Good idea, there is really no need to continuously sum the income or the percentages. Only really need to re-calculate when a change is made. I will give a try.
            PS: I tried DBSUM() as it is faster than TableSum(), but for some reason couldn't get it to work.

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