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Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong results

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    Angry Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong results

    Hi

    I am getting wrong subtotals and grandtotals in my calculated field which I have named is %_Month_Achievement.
    The pivot table is located on the sheet named Micro Analysis).

    Please help.
    Find the attached excel workbook named: BSR
    Attached Files Attached Files
    Last edited by sumiet23; 04-03-2019 at 09:20 AM.

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    Re: Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong result

    I'd be inclined to add another column to the data

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    then pick up that column in your Pivot table
    Richard Buttrey

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    Re: Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong result

    Thanks Richard, but I would rather like to keep the source data columns as least as possible.
    And even if I do add the column suggested by you, it would not be usable for different months which are going to vary and add up further in the data set.

    Please suggest any fix in the pivot table itself.

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    Re: Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong result

    All is well with the individual values of calculated field except the subtotals.
    Can you sort out what's wrong with the subtotals?

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    Re: Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong result

    Quote Originally Posted by sumiet23 View Post
    Thanks Richard, but I would rather like to keep the source data columns as least as possible.
    And even if I do add the column suggested by you, it would not be usable for different months which are going to vary and add up further in the data set.
    Why would it make any difference what the month is and why would it be unusable?
    A Pivot table is perfectly capable of filtering any of the fields including a date field, and will correctly report percentages in PT totals and sub totals.

    As far as I'm aware a calculated field in a Pivot Table only works with the individual rows and not any total or subtotal rows.
    If you're not happy with incorporating a helper field in the data then the only thing you can do is create formulae outside the pivot table that refer to cells in the PT.

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    Re: Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong result

    Oh you are right Richard.
    I have heard that Calculated Field cannot refer to other field's subtotals and grand totals.
    However I have seen some excel experts doing the same and getting correct results.

    Thanks a lot, but can you provide me a sample of a formula outside the pivot table, as you just said?
    I don't know which formula and how to refer them to pivot table cells, cause I know PTs are not static and cells will differ as I keep filtering.

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    Re: Subtotals of My Calculated Field (Named: % Month Achievement) are showing wrong result

    Hi,

    Just pick any cell outside the PT and add a normal formula referring to specific cells in the PT

    e.g. in your case

    =D18/E18

    But I'm still struggling to understand your reluctance to having one additional helper column in your data.
    If it's a matter of presentation just add a column of formuale and then hide the column.

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