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Pivot Table totals are wrong

Im trying to create a fairly simple table which based on the dimension "Income/Cost", and 3 expressions  "YTD income", "YTD cost", "Net". This works for each row, but the table totals arent right (its adding the costs & income together). An example of the result is below:

Activity     Income/Cost  YTD Income   YTD Cost      Net

AAEM01   Income          £28,621          0                  £28,621

                Cost               £0                    £65,284     -£65,284

TOTAL                          £93,905            £93,905     £0

The expression to calculate YTD income is:

If(Income/Cost = 'Cost',0,sum( [YTD Total] ))

Ultimately, I want to remove the Income/Cost dimension to just show a total for each activity.

Any thoughts/solutions much appreciated.

Many thanks in advance

1 Solution

Accepted Solutions
vijay_iitkgp
Partner - Specialist
Partner - Specialist

I think if Income / Cost is associated with Data then you can simply use the expression:

Sum(If(Income/Cost = 'Cost',0,( [YTD Total] )))  for Income

View solution in original post

7 Replies
Anonymous
Not applicable
Author

try using

if (Income/Cost='Cost',sum(total <Income/Cost> [YTD Total])

how is the definition of [YTD Total]?

Not applicable
Author

Thanks for the quick reply.

The total has changed, but to £0

YTD Total is my import data by cost code, e.g. staff cost, travel, accomodation, printing, phones, etc etc

Anonymous
Not applicable
Author

sorry, thats true, in the total row there is no income/cost

if you remove the Income/Cost column you won't get the result as stated in your desired table

alternatively you can use an own column with sum(YTD Income)+sum(YTD Cost) and you have the total number

Not applicable
Author

Try the following:

1 Creates a pivot table.

2 In the expression stated

        sum ([YTD Total])

3 in one dimension adds the column "Income / Cost"

4 Add the dimension visually on the expression in the table, as shown in the picture

5. tab filing, adds the option to display totals

Sin título.png

vijay_iitkgp
Partner - Specialist
Partner - Specialist

I think if Income / Cost is associated with Data then you can simply use the expression:

Sum(If(Income/Cost = 'Cost',0,( [YTD Total] )))  for Income

Not applicable
Author

Thanks, yes this works

Not applicable
Author

Thank you