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I am still using a sample dataset of sales, profit by category, region and order date.

First I create a calculation that looks at each record to determine profitability:

1calc.PNG

If the profit ratio is greater than zero, then it is profitable; otherwise it is not.

Next I can visualize how this looks:

2visualizeprofit.PNG

I can create another calculation showing the percentage of total:

/wp-content/uploads/2014/03/3apercentoftotal_400690.png

This is how the table looks:

4table.PNG

Next I can send the table by e-mail:

/wp-content/uploads/2014/03/5asend_400692.png

I select Keep table totals:

6keep.PNG

Then I can send by email:

7send.PNG

I can open in Excel:

8excelview-totals.PNG

I notice some rounding differences between Excel and Lumira.  It looks like Excel rounds up, but Lumira does not.

Also, the grand total is lost in Excel. 

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