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Add Gross Margin line to a pivot table

  1. #1
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    Add Gross Margin line to a pivot table

    Hi,

    I want to add some % fields to a pivot table of a profit and loss report.

    I have attached a simple example of what I am trying to do.

    The gross profit field is a calculated item. I then want to add a line in the report which shows the gross Margin. At the moment I have calculated this as a simple formula, but want it to form part of the report so we are not have to relink the formula if the data changes.

    Can anyone help with this?

    Thanks
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  2. #2
    Forum Expert dflak's Avatar
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    Re: Add Gross Margin line to a pivot table

    This is quite kludgy. It uses formulas instead of a pivot table which means that the results are fixed.

    I extended the formulas to cover the range M:Z.

    First I got the minimum and maximum values for the period. This information is used to fill in the period information on row 1. I start with the minimum period number in cell N1 and then the rest of the formulas are =IFERROR(IF(N1+1>PerMax,"",N1+1),"")

    The Turnover is =IF(N1="","",SUMIFS(Table_Data[[AMOUNT ]],Table_Data[[nominAL ]],"Turnover",Table_Data[[Period ]],N$1))
    The Cost of Sales is =IF(N1="","",SUMIFS(Table_Data[[AMOUNT ]],Table_Data[[nominAL ]],"Cost of Sales",Table_Data[[Period ]],N$1))
    Gross Profit is =IF(N1="","",N2+N3)
    Percent is =IF(N1="","",N4/N2)

    The totals are off to the left
    Turnover is =IF(K1="","",SUMIFS(Table_Data[[AMOUNT ]],Table_Data[[nominAL ]],"Turnover"))
    Cost of Sales is =IF(K1="","",SUMIFS(Table_Data[[AMOUNT ]],Table_Data[[nominAL ]],"Cost of Sales"))

    The other two formulas remain the same.

    As presented this spreadsheet is good M:Z. You can "extend the first 5 rows of formulas for as many columns as you need.
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