+ Reply to Thread
Results 1 to 2 of 2

Pivot Table Calculated Fields, Custom

  1. #1
    Registered User
    Join Date
    MS-Off Ver
    Office 365 Pro Plus

    Pivot Table Calculated Fields, Custom


    I have regular reports that I must send to a client. The report is based off of hundreds of thousands of lines of data.
    We are able to produce a pivot on this data, and this is what we report on a weekly basis.
    The historic data updates every week. (e.g. think in January there is a payment owed of 50k, and this shows up in January as 50k. It is paid in April, and then the data shows the payment owed in January as nil)
    This means that the data for the report cannot just be added to.

    My task is based on the below.
    At certain stages we are able to consolidate the data into subtotals of columns. This happens at random dates based on certain criteria and remains consolidated at these points.

    In the sample table, I have set this out as showing the data supplied on a monthly basis.
    Like the data and reporting, it is not reported on actual dates where you could organise as months/quarters/years etc.
    For this sample, what I am looking to do is to create a calculated field after the third month (2021-03)
    I would be looking to subtotal each of the Value columns at this stage, and not at the end (0221-05)
    So for instance, Field 1 should calculate Sum of Profit for 2021-01 + 2021-02 + 2021-03.

    I have provided in the attachment data, The Pivot, and a sample of what I am looking to achieve. (see M32:O51)
    Attached Files Attached Files

  2. #2
    Forum Moderator AliGW's Avatar
    Join Date
    Ipswich, England
    MS-Off Ver
    MS 365 Subscription Insider (Windows 11 64-bit)

    Re: Pivot Table Calculated Fields, Custom

    Administrative Note:

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not provided the required cross-post link(s) here.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important.

    (Note: this requirement is not optional. No help to be offered until the link is provided.)

    Enthusiastic self-taught user of MS Excel who's always learning!

    Forum Rules (updated September 2018): please read them here.
    How to use the Power Query code you've been given: help here. More about the Power suite here.
    Don't forget to say "thank you" to those who have helped you in your thread. If you wish, you can also reward them by clicking on their reputation star bottom left.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Power pivot or pivot table for connecting data and creating calculated fields
    By jaryszek in forum Excel Charting & Pivots
    Replies: 9
    Last Post: 02-06-2019, 08:31 AM
  2. Replies: 2
    Last Post: 10-26-2015, 06:49 AM
  3. [SOLVED] Calculated fields in a Pivot table
    By dwhite30518 in forum Excel Programming / VBA / Macros
    Replies: 8
    Last Post: 05-23-2012, 03:33 PM
  4. Pivot Table Calculated Fields
    By bruiser in forum Excel General
    Replies: 5
    Last Post: 11-01-2010, 02:32 PM
  5. Replies: 0
    Last Post: 03-16-2009, 05:42 PM
  6. Pivot Table calculated fields
    By tigertim71 in forum Excel Charting & Pivots
    Replies: 1
    Last Post: 05-15-2008, 04:58 AM
  7. calculated new fields in pivot table
    By barkarlo in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 01-29-2007, 07:32 AM

Tags for this Thread


Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1