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New Contributor II

Calculated field in pivot table

Hi,

I have a pivot table where the invoice values are shown by month and year. I managed to write an expression to calculate the delta percentage: ([Current Year]-[Previous Year])/[Previous Year]. This is being displayed in a separate pivot table.

Now to save some space on the sheet and to make it visually more appealing I would like to incorporate both the invoice values and the delta percentages in one pivot table. As you can see in attached print screen simply pasting the delta percentage expression did not do the trick.

Does someone have a solution for this?

P.S. I already found some information in another thread (Add a calculated column to pivot table with set analysis) where the solution of a dummy dimension is mentioned. Unfortunately I do not understand how this works.

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1 Solution

Accepted Solutions
MVP

Re: Calculated field in pivot table

Is this what you want:

(Sum([Invoice Value]) - Before(Sum([Invoice Value])))/Before(Sum([Invoice Value]))

11 Replies
MVP

Re: Calculated field in pivot table

Is this what you want:

(Sum([Invoice Value]) - Before(Sum([Invoice Value])))/Before(Sum([Invoice Value]))

New Contributor II

Re: Calculated field in pivot table

Hi Sunny,

That's 99% what I was looking for. Thx.

About the 1%. Is there a possibility to hide the below column as this is not relevant or is this inherent to a pivot table?

MVP

Re: Calculated field in pivot table

Is this always going to be a comparison between two years or could there be more than 2 years in this chart?

New Contributor II

Re: Calculated field in pivot table

It's always going to be a comparison between two years.

MVP

Re: Calculated field in pivot table

Would you be able to re-run the application for me with a new table in it?

Dim:

DIM

1

2

];

New Contributor II

Re: Calculated field in pivot table

Sure. See attachment.

MVP

Re: Calculated field in pivot table

My bad Tom, would you be able to run it with this:

Dim:

DIM

1

2

3

];

I underestimated the need for the 3 in the DIM field. I apologize for asking over and over again to do this

New Contributor II

Re: Calculated field in pivot table

No problem Sunny. It's you that is helping me so I don't mind.

MVP

Re: Calculated field in pivot table

Try the attached

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