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I have a simple table that has a list of accounts, date, and the revenue for that day. I am trying to add a custom row that sums the revenue for certain accounts. I still want to keep all columns and rows, just with the added custom row. Example below. The expression I am using is sum(revenue). How can I achieve this?
Account | 10/1/2021 | 10/2/2021 | 10/3/2021 |
A | $465.00 | $128.00 | $761.00 |
A | $234.00 | $567.00 | $197.00 |
A | $541.00 | $967.00 | $321.00 |
A | $843.00 | $456.00 | $112.00 |
B | $354.00 | $687.00 | $446.00 |
B | $426.00 | $239.00 | $799.00 |
B | $564.00 | $896.00 | $462.00 |
C | $765.00 | $489.00 | $475.00 |
C | $897.00 | $327.00 | $471.00 |
Total | $5,089.00 | $4,756.00 | $4,044.00 |
Custom Total for A&B | $3,427.00 | $3,940.00 | $3,098.00 |
Would suggest to add custom Totals in Script so you can add the Account per usual.
If you like to see individual amounts you need a Amount_ID as well, otherwise only sum will be visible in Pivot table.
Alternative you can create a column per Date for the Amount in a straight table.
[MainTable]:
LOAD
[Account],
PurgeChar([44206],'$') as Amount,
'10/1/2021' as Date
FROM [YourPath]
LOAD
[Account],
PurgeChar([44237],'$') as Amount,
'10/2/2021' as Date
FROM [YourPath]
LOAD
[Account],
PurgeChar([44265],'$') as Amount,
'10/3/2021' as Date
FROM [YourPath]
Sum:
Load
'Total A&B' as Account,
Sum(Amount) as Amount,
Date
Resident MainTable where Account<>'C' group by Account, Date;
I am looking more for an expression to do this. My date spans over years of data, not just 3 days. Thanks
You can't add custom rows as far as I'm aware of. However, you could try using ValueList() to create a custom dimensions and apply custom measurements.
It would be something like this:
Create a variable:
vDim
=Chr(39)&'Total'&Chr(39)&','&Chr(39)&'Total A&B'&Chr(39)&','&Concat(Distinct chr(39)&Account&chr(39), ',')
Create a Pivot Table and as Dimension choose ValueList($(vDim))
As Measurement use
=Pick(Match(ValueList($(vDim)), $(vDim)),
Sum(Revenue), //Total
Sum({<Account-={'C'}>} Revenue), //For Total excluding Account C
Sum({<Account={"$(=Pick(3, $(vDim)))"}>} Revenue), //individual sums
Sum({<Account={"$(=Pick(4, $(vDim)))"}>} Revenue),
Sum({<Account={"$(=Pick(5, $(vDim)))"}>} Revenue))
I don't know the amount of Accounts you have in your Data but if it's not in the hundreds you can repeat the function and increase the value of pick by 1 each time.