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Hello all
I have been playing about with performing rollups of data, and I seem to have ended up way more complex than I think I need to! I would appreciate any help/suggestions anyone can offer.
I have data with 1st field that specifies the level
Level | Description | Amount |
1 | Main Rollup 1 | £100 |
2 | Secondary Rollup 1 | £50 |
3 | Tertiary Rollup 1 | £20 |
3 | Tertiary Rollup 2 | £15 |
2 | Secondary Rollup 2 | £3 |
I want the user to be able to select which level to view the data. A high level (low number) should roll up all later amounts, with the desc
e.g. view level 1 should give:
Main Rollup 1 £188
e.g. view level 2 should give:
Main Rollup 1 | £100 |
Secondary Rollup 1 | £85 |
Secondary Rollup 2 | £3 |
e.g. view level 3 should give:
Main Rollup 1 | £100 |
Secondary Rollup 1 | £50 |
Tertiary Rollup 1 | £20 |
Tertiary Rollup 2 | £15 |
Secondary Rollup 2 | £3 |
I want to be able to select the level to view (either list box or drill down/cyclic dimension) but also have the various levels in a pivot table, with totals at each level.
I am assuming I need to have the different levels as different columns:
Level | Description | Level 1 | Level 2 | Level 3 |
1 | Main Rollup | Main Rollup 1 | Main Rollup 1 | Main Rollup 1 |
2 | Secondary Rollup | Main Rollup 1 | Secondary Rollup 1 | Secondary Rollup 1 |
3 | Tertiary Rollup | Main Rollup 1 | Secondary Rollup 1 | Tertiary Rollup 1 |
3 | Tertiary Rollup | Main Rollup 1 | Secondary Rollup 1 | Tertiary Rollup 2 |
2 | Secondary Rollup | Main Rollup 1 | Secondary Rollup 2 | Secondary Rollup 2 |
I have been chasing my tail a bit with this one, so I would appreciate any help anyone can offer.
Many thanks in anticipation...
Hi,
Level | Description | Amount |
1 | Main Rollup 1 | £100 |
2 | Secondary Rollup 1 | £50 |
3 | Tertiary Rollup 1 | £20 |
3 | Tertiary Rollup 2 | £15 |
2 | Secondary Rollup 2 | £3 |
To get sum of Amount for level 1, with description, open new sheet and choose chart, add level in dimension and in expression, insert sum(Amount).
and finish. Then when you select the level 1 you will definetly get the sum of Amount. Please try this.
Prasad
Hi Prasad
Many thanks for your response.
That will give me a total of each level, however I want to be able to drill down, i.e. have a pivot table where I get totals of level1, but then I can expand that level and get the relevant totals at level2, then level3 etc...
Thanks again