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Pivot Table Calculated Field (Grand total question)

  1. #1
    Linda
    Guest

    Pivot Table Calculated Field (Grand total question)

    Hi,

    I'm using Excel 2000. My pivot table contains calculated fields, the problem
    I'm experiencing is that the grand total for the field is almost 2 times
    higher than it should be. However, if I look at the individuals rows that
    calculation is correct, if I sum the calculated field column (with exception
    to the grand total) the sum is correct but the highlighted column doesn't
    match it's grand total....not sure why.

    I'm not user if the problem is with my source data worksheet, the only thing
    I'm doing which maybe an issue is- for the rate column, I have it equal a
    cell that's resides on another work sheet.
    --
    Linda

  2. #2
    Debra Dalgleish
    Guest

    Re: Pivot Table Calculated Field (Grand total question)

    What's the calculated field formula?
    What result are you getting, and what result do you want?

    Linda wrote:
    > Hi,
    >
    > I'm using Excel 2000. My pivot table contains calculated fields, the problem
    > I'm experiencing is that the grand total for the field is almost 2 times
    > higher than it should be. However, if I look at the individuals rows that
    > calculation is correct, if I sum the calculated field column (with exception
    > to the grand total) the sum is correct but the highlighted column doesn't
    > match it's grand total....not sure why.
    >
    > I'm not user if the problem is with my source data worksheet, the only thing
    > I'm doing which maybe an issue is- for the rate column, I have it equal a
    > cell that's resides on another work sheet.



    --
    Debra Dalgleish
    Excel FAQ, Tips & Book List
    http://www.contextures.com/tiptech.html


  3. #3
    Linda
    Guest

    Re: Pivot Table Calculated Field (Grand total question)

    answers to you questions:
    1) the calculated field formula for 3q05 Labor $ is "=3q05 labor Hrs*labor
    rate"
    2) the results I'm looking for is to be able to enter any labor rate and
    model the dollars impact.
    ___________________________________________________________________
    I've worked on the file since my last e-mal and have abit more information.
    It would appear that the calculation method used between "Sum of 3q05 Labor
    Hrs" and "Sum of 3q05 labor $" are different (see below). The 3q05 labor
    dolars should total 15 (hrs) * 75 (labor rate) = $1125 and not $1500. It
    seem to be getting confused (or me) because item #1 has multiple records
    (item 1 has multiple tasks being performed with different task durations but
    the same rate, thus has different hrs between one another).

    example of pivot table
    item Sum of 3q05 Labor Hrs Sum of 3q05 labor $
    1 10 $750
    2 5 $375
    ____ _____
    Grand Total 15 $1500

    Example of source data
    item 3q05 Labor Hrs labor rate
    1 5 $75
    1 5 $75
    2 5 $75


    --
    Linda


    "Debra Dalgleish" wrote:

    > What's the calculated field formula?
    > What result are you getting, and what result do you want?
    >
    > Linda wrote:
    > > Hi,
    > >
    > > I'm using Excel 2000. My pivot table contains calculated fields, the problem
    > > I'm experiencing is that the grand total for the field is almost 2 times
    > > higher than it should be. However, if I look at the individuals rows that
    > > calculation is correct, if I sum the calculated field column (with exception
    > > to the grand total) the sum is correct but the highlighted column doesn't
    > > match it's grand total....not sure why.
    > >
    > > I'm not user if the problem is with my source data worksheet, the only thing
    > > I'm doing which maybe an issue is- for the rate column, I have it equal a
    > > cell that's resides on another work sheet.

    >
    >
    > --
    > Debra Dalgleish
    > Excel FAQ, Tips & Book List
    > http://www.contextures.com/tiptech.html
    >
    >


  4. #4
    Debra Dalgleish
    Guest

    Re: Pivot Table Calculated Field (Grand total question)

    Either calculate the dollars in each line of the source data, and add
    that field to the pivot table, or change your formula to

    ='3q05 Labor Hrs'*75

    Linda wrote:
    > answers to you questions:
    > 1) the calculated field formula for 3q05 Labor $ is "=3q05 labor Hrs*labor
    > rate"
    > 2) the results I'm looking for is to be able to enter any labor rate and
    > model the dollars impact.
    > ___________________________________________________________________
    > I've worked on the file since my last e-mal and have abit more information.
    > It would appear that the calculation method used between "Sum of 3q05 Labor
    > Hrs" and "Sum of 3q05 labor $" are different (see below). The 3q05 labor
    > dolars should total 15 (hrs) * 75 (labor rate) = $1125 and not $1500. It
    > seem to be getting confused (or me) because item #1 has multiple records
    > (item 1 has multiple tasks being performed with different task durations but
    > the same rate, thus has different hrs between one another).
    >
    > example of pivot table
    > item Sum of 3q05 Labor Hrs Sum of 3q05 labor $
    > 1 10 $750
    > 2 5 $375
    > ____ _____
    > Grand Total 15 $1500
    >
    > Example of source data
    > item 3q05 Labor Hrs labor rate
    > 1 5 $75
    > 1 5 $75
    > 2 5 $75
    >
    >



    --
    Debra Dalgleish
    Excel FAQ, Tips & Book List
    http://www.contextures.com/tiptech.html


  5. #5
    Linda
    Guest

    Re: Pivot Table Calculated Field (Grand total question)

    Hi Debra,
    Thank you for your response, I originally had the $75 hard coded in the
    formula but the request was to make it dynamic so anyone could enter any
    dollar value & refresh the pivot to see the results. I could place the
    calculation in the source data worksheet but the file & existing pivot are
    pretty large. I would have to add (to the pivot table) 8 additional fields (8
    quarter forecast) to an existing 16 calculated fields. I'm concerned that
    the table will be too big and will not calculate. So I tried to change the
    formular to ="=3q05 labor Hrs*(average(labor rate))" but I had no luck with
    it. Do you think some kind of "IF" statement might work...
    --
    Linda


    "Debra Dalgleish" wrote:

    > Either calculate the dollars in each line of the source data, and add
    > that field to the pivot table, or change your formula to
    >
    > ='3q05 Labor Hrs'*75
    >
    > Linda wrote:
    > > answers to you questions:
    > > 1) the calculated field formula for 3q05 Labor $ is "=3q05 labor Hrs*labor
    > > rate"
    > > 2) the results I'm looking for is to be able to enter any labor rate and
    > > model the dollars impact.
    > > ___________________________________________________________________
    > > I've worked on the file since my last e-mal and have abit more information.
    > > It would appear that the calculation method used between "Sum of 3q05 Labor
    > > Hrs" and "Sum of 3q05 labor $" are different (see below). The 3q05 labor
    > > dolars should total 15 (hrs) * 75 (labor rate) = $1125 and not $1500. It
    > > seem to be getting confused (or me) because item #1 has multiple records
    > > (item 1 has multiple tasks being performed with different task durations but
    > > the same rate, thus has different hrs between one another).
    > >
    > > example of pivot table
    > > item Sum of 3q05 Labor Hrs Sum of 3q05 labor $
    > > 1 10 $750
    > > 2 5 $375
    > > ____ _____
    > > Grand Total 15 $1500
    > >
    > > Example of source data
    > > item 3q05 Labor Hrs labor rate
    > > 1 5 $75
    > > 1 5 $75
    > > 2 5 $75
    > >
    > >

    >
    >
    > --
    > Debra Dalgleish
    > Excel FAQ, Tips & Book List
    > http://www.contextures.com/tiptech.html
    >
    >


  6. #6
    Debra Dalgleish
    Guest

    Re: Pivot Table Calculated Field (Grand total question)

    The number of fields should be the same, whether you use a calculated
    field, or fields from the source data.

    If you can use programming in the workbook, you could add a cell named
    LaborRate, and allow users to type a rate there.
    Then add the following code to the pivot table's sheet module:

    '=======================
    Private Sub Worksheet_Change(ByVal Target As Range)
    Dim ws As Worksheet
    Set ws = ActiveSheet
    If Target.Address = ws.Range("LaborRate").Address Then
    ws.PivotTables(1).CalculatedFields("3q05 labor $"). _
    StandardFormula = "='3q05 Labor Hrs'*" _
    & ws.Range("LaborRate").Value
    End If
    End Sub
    '======================

    Linda wrote:
    > Hi Debra,
    > Thank you for your response, I originally had the $75 hard coded in the
    > formula but the request was to make it dynamic so anyone could enter any
    > dollar value & refresh the pivot to see the results. I could place the
    > calculation in the source data worksheet but the file & existing pivot are
    > pretty large. I would have to add (to the pivot table) 8 additional fields (8
    > quarter forecast) to an existing 16 calculated fields. I'm concerned that
    > the table will be too big and will not calculate. So I tried to change the
    > formular to ="=3q05 labor Hrs*(average(labor rate))" but I had no luck with
    > it. Do you think some kind of "IF" statement might work...



    --
    Debra Dalgleish
    Excel FAQ, Tips & Book List
    http://www.contextures.com/tiptech.html


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