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deerhunter
Creator
Creator

Sense Pivot table - sum Amounts based on 5 customers

My data has 50 customers with financial sales revenue in the main fact table,

The requirement is that In this Pivot table, I only want to show Sum(Amounts) of 5 specific ones each in their own column.

How do I limit those customers listed in the pivot table and calculate each of the 5 customer revenue amounts?

Any help is appreciated...

7 Replies
Anil_Babu_Samineni

Like this,

Sum({<fieldname = {'customer1','customer 2'...}>}sales)

Best Anil, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful
Gysbert_Wassenaar
Partner - Champion III
Partner - Champion III

Select those five customers first. Then the pivot table will show only those five customers. You could also save this selection in a bookmark and use the bookmark in a set analysis expression: sum( {MyBookMark} Amount)


talk is cheap, supply exceeds demand
deerhunter
Creator
Creator
Author

Thank you, The user only wants to see 5 specific customers and not expose the rest to anyone. They also want a total column of those 5 along with a column for others not shown in the table.

Anil_Babu_Samineni

Buck, this situation might be my expression useful church that

Best Anil, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful
Gysbert_Wassenaar
Partner - Champion III
Partner - Champion III

Perhaps a calculated dimension works best then:

=If(Match(Customer, 'Jim', 'Jon', 'Jack', 'Joe', 'Jesse'), Customer, 'Other')


talk is cheap, supply exceeds demand
deerhunter
Creator
Creator
Author

Yes i can see how that would  work to restrict names but where is the sum(sales) fit in that statement?

Thank you

Gysbert_Wassenaar
Partner - Champion III
Partner - Champion III

A calculated dimension is a dimension, not a chart expression. If you want to change the expression instead of using a calculated dimension (not a bad idea, recommended in fact) then try something like sum({<Customer={'Jim','Jon','Jack','Joe','Jesse'}>}sales). That is what loveisfail proposed above.


talk is cheap, supply exceeds demand