0 Replies Latest reply: May 10, 2017 10:03 AM by Mark Ritter RSS

    I don't think that this is possible?

    Mark Ritter

      Using a Pivot Table in Qlik Sense to replicate a P&L Statement from accounting data.

       

      In the current P&L that is a calculated row that summarizes the data in several groups above it.  All of the rows and sections above this one are linked to GL accounts and therefore display correctly.  But this sub-total row is not linked directly to anything.  It consists of the totals for the prior maybe 20 accounts.  And it needs to display in the correct location of the Pivot Table.

       

      For example:

       

      Direct Labor

      Branch Payroll Services

               Regular

                Overtime

      Branch Payroll Dept 2

            Regular

           Overtime

      Branch Payroll Sales

           Regular

           Commission

      Total Direct Labor (Totals for all above)

      Payroll Overhead

           Benefits

           Group Insurance

      Payroll Overhead Taxes

           FICA

      Total Payroll Overhead(Totals for above Overhead accounts)

       

      Branch Labor Margin(Totals for everything above)

       

      So all of these sort correctly and sub-total correctly for each grouping.  The ones in Red I can't figure out how to make happen and have them display in the correct location of the P&L.

       

      Is this even possible to do?