Totals of calculated field in pivot table give incorrect results

Totals of calculated field in pivot table give incorrect results

Post by SmFrZ » Fri, 13 Jan 2006 03:16:04


I have created a calculated field in my pivot table. It works properly.
However, the column and row totals do not give intended results (sum of
displayed results). Rather they use the same formula on all data in that part
of the table. Here are the details:

Data
Table shows payments by transaction for all customers (field name=AMT).
Customer may have + and - payments on any day. I need to show net payments
per day by customer. I then need to calculate 31% of net payment BUT only if
net >0.

Pivot table: created 2-way table, calculating sum of pmts by customer by
day. works fine

calculated field: =if(AMT>0,AMT*.31,0). works fine in body of table

totals: table does not calculate total of displayed results of formula,
rather reruns formula on underlying data.
example: 2 customers, one has net pmts of 30, formula shows 9.3, second has
net of -20, formula shows 0. I want total of 9.3. table shows total of 3.1
(30-20)*.31.

Any suggestions?

Thanks,
Jake
 
 
 

Totals of calculated field in pivot table give incorrect results

Post by Roger Govi » Fri, 13 Jan 2006 07:10:16

Hi Jake

I agree with you. The PT does appear to be calculating the total AMT2
incorrectly by doing the .31*total Amount, and not summing the
individual amounts where the conditional test would have made
calculation of some of the individual AMT2's zero.

The only way I could get around it, was to not use a calculated field in
the PT, but to have an extra calculated column in the source data.
My test data had columns starting with column A of Name, Date, Amount,
Amount2 in row 1
Rows 2:9 carried values in columns A:C
In D2 I entered the following formula
=IF(SUMPRODUCT(--($A$2:$A$9=A2),--($C$2:$C$9=C2),$B$2:$B$9)>0,
SUMPRODUCT(--($A$2:$A$9=A2),--($C$2:$C$9=C2),$B$2:$B$9)*0.31,0)
/SUMPRODUCT(--($A$2:$A$9=A2),--($C$2:$C$9=C2))
and copied down through D3:D9

I then added Amount2 to the Data area, having first deleted the
calculated field AMT2

--
Regards

Roger Govier