Summing Formula fields in Pivot Tables?


P

Pat Dools

Hello,

I am trying to make a formula field that will add up 'Premium $' when my
'Status' field has a certain value and show that sum in the Data Area of a
Pivot Table report.
For example, I have this formula field:

= IF(Pipeline_Status= "In Pipeline",POL_PREMIUM,0)

Where 'Pipeline_Status' is a text field and 'POL_PREMIUM' is a currency
field in my Pivot Table source data. But, when I add the formula field to
the pivot table, I get '$0.00' for the value.
I would like to be able to evaluate the 'Pipeline_Status' field for
different values, and put the sum of the records that contain those values
side-by-side in the Data Area of the pivot table report. What am I doing
incorrectly here?
 
Ad

Advertisements

M

Max

Not sure you're trying it via calculated fields. Aren't you able to get the
desired results directly and easily in the pivot if you place
"Pipeline_Status" into the ROW area, and "POL_PREMIUM" into the DATA area
(set to SUM)?
--
Max
Singapore
http://savefile.com/projects/236895
Downloads:23,000 Files:370 Subscribers:66
xdemechanik
 
P

Pat Dools

What I'm actually looking for is to simply present the 'Sum'
(dashboard-style) without showing any row values. So, each column would
simply represent the total of the sum of a calculated field that uses one (or
more) of the 'status' fields to obtain its value. Can I sum up data and
present it without having to have row values?
 
Ad

Advertisements

M

Max

Can I sum up data and present it without having to have row values?

Do you mean you want the PT to look something like this:

Sum of POL_PREMIUM Pipeline_Status
In Pipeline Completed Grand Total
Total 40 30 70

above assumes there are 2 statuses for "Pipeline_Status", ie:
In Pipeline, Completed

I got the above result by placing "Pipeline_Status" in COLUMN area
and POL_PREMIUM in DATA area (set to SUM)

If above helped in any way, click the YES button below
--
Max
Singapore
http://savefile.com/projects/236895
Downloads:23,000 Files:370 Subscribers:66
xdemechanik
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top