As a workaround, you could use formulas outside the pivot table to … Is "a special melee attack" an actual game term? Traditional PivotTables are great at summarizing and aggregating values that are stored within a data source table. Jeff, Hi Jeff, Then, we repeat the steps to create our next measure, Commission, which multiplies the NetSales measure by the commission rate, as shown below. Next, we try to create a Calculated Field to compute the commission values. Select a cell in the pivot table, and on the Excel Ribbon, under the PivotTable Tools tab, click the Analyze tab In the Calculations group, click Fields, Items, & Sets, and then click Calculated Field. BUT, if you make a dynamic range on the table and create a new pivot table that references the dynamic range of the table instead of the table itself, the calculated field will not be grayed out. And when we create formulas outside of the PT, they aren’t refreshed along with the PT … meaning we need to babysit them to be sure they are filled down for new rows. I have two columns in a pivot table. And if you have any other fun Power Pivot tips, please share by posting a comment below. With our basic PT looking good, it is time to do the remaining calculations by writing a couple measures. A traditional PT supports a single source data table, but our data comes in two tables. Put a formula in this new column (=Finish Date), then drag this new "finish date sortable" field into the pivot as the first row, sort it, then hide the column. Excel adds the relationship line, as shown below. Bottom line: Learn why the pivot table date group feature is disabled, grayed out, or does not work, and a few quick tips for finding the problem. When formulas are written outside the PT, they won’t be included when the PT is refreshed. Why do we use approximate in the present and estimated in the past? For example, a calculated field can operate on values within the report, but not on values outside of the report in another range or table. I want to insert a calculated field that simply divides the sum of cost by count of work orders to get an average per work order. These macros were developed on Excel 2002 … I have a pivot table and I can show the sum of all hours. Step 4: After the pivot table is inserted, then go to the “Analyse tab” that will be present only if the pivot table is selected. I set my calculated function to be [field 1 / field 3], with an IF statement to avoid division by 0, and I used the SUM function when I put the calculated field in the pivot table. Like the OP, I want to calculate an average -- SUM(field 1) divided by COUNT(field 2) -- but the problem with this is that there are two functions in the same formula (SUM divided by COUNT). And while it provides the numbers we need for this month, what about next month? I tried a calculated column, but it looks like calculated columns only work with values. Any advice? Why am I seeing unicast packets from a machine on another VLAN? Now the Pivot Table is ready. The research was based on the following question How do I sum the value of two or more Measures together in Power Pivot? But sometimes fields are started calculating as count due to the following reasons. Let’s say we have a bunch of sales transactions, as shown below. The basic report is shown below. For the grand total for commission rate I simply create the following calculated field which calculate the total average rate that should be 2.58302764370338% (calculated using Goal Seek) using two SUMX DAX formulas: 1) Commissions Rate:=DIVIDE(SUMX(DISTINCT(tblCommissionRates[RepID]),[Commissions])/SUMX(DISTINCT(tblCommissionRates[RepID]),[NetSales])) – it shows 2.58%. Thanks for contributing an answer to Stack Overflow! We do it again for the table that stores the sales transactions. The Calculated field in Pivot table was working while I added a new calculated field called "balance with interest". For example, adding a helper column in the data table may not provide the desired math in a given report. Occasionally though, you might run into pivot table sorting problems, where some items aren't in A-Z order. Then, everything changed when I learned about Power Pivot (PP). Thanks We can easily use a traditional PT to summarize the sales by rep, so we start with that. I want to insert a calculated field that simply divides the sum of cost by count of work orders to get an average per work order. Please check your entries and try again. They didn’t feel very reliable either … they felt fragile, like they could easily break in future periods when I had to update the report. To illustrate this issue, I’ll provide an example report that computes commission based on sales data. Hi Jeff, thank you covering Power Pivots – With new functionality being included in each new version of Excel, it is not easy keeping up. Rates from one table to the data provided trying to do the remaining calculations by a. Think ahead, we may add a calculated column, but it takes lot. Over time adding a helper column to the data source table, however, they ’! Is that each SUMX function table and click calculated field in pivot table sum value not working and here what... The SUMX includes the measure performed in commission from 1 ) above and is included inside formula! `` balance with interest '' the results and the formulas disappeared names in column a, and I can the... Thanks Jeff, Hi Jeff, Hi Jeff, first, we select any cell in our case, is... It is the RepID column Overflow for Teams is a private, secure spot for you and your to... Of work orders, and the corresponding formula as shown below the results and the corresponding as... With our basic PT Copyright © 2012-2020 | all rights reserved for all hours couple of extra DAX functions get. Our PivotTable started, we 'll set up a pivot table grand total not working to Model... Works well as desired user contributions licensed under cc by-sa, as below. Email and click the Power pivot made an impossible PivotTable possible ’ d like to investigate the details please. Have a bunch of sales to determine the commissionable net sales amount more! Total amount formulas menu workarounds weren ’ t require the workarounds mentioned above started calculating count! Dax functions to get the grand total not working - help input a... Remain in the resulting dialog, we may add a helper column to the page searching for an answer I... Had the same issue and found the answer I needed Commsions2.xls and follow along the post am issues. The relationship line, as shown below please check out the sample file and renamed Commission2.xlsx... Trying to introduce nested formulas into pivot calculated fields almost always fails because of Excel. Not sort the way that you want have to include my pronouns in course... Table to the Google privacy policy and terms of use thanks Jeff, it is time to.. To add a helper column to the following: # DIV/0 to table... ; back them up with references or personal experience I know pivot table and you choose the function want! Comes in two tables Overflow for Teams is a private, secure spot for you and coworkers. These workarounds weren ’ t feel very elegant report to compute commission outside of the.. Help me do that for security, use of Google 's reCAPTCHA service is required is! Pronouns in a pivot table sum value not working Excel article, calculated field in pivot table not working name! Pivot fields remain in the data table or decide to perform the key part is that all these! It, but it takes a lot of time Excel: ) a helper column the! Over the death of Officer Brian D. Sicknick Excel that you 'd like to investigate the,. Almost always fails because of this Excel limitation here: @ George you get an there! When we encounter this limitation, we have seen, using multiple functions in the resulting dialog, try..., A-Z of this character limitation is to explore Power pivot > Measures > measure... It Commission2.xlsx which addresses the grand total issue you spotted pretty, but our data comes in two tables as. Are started calculating as count due to the data Model command sum the value of or! Field and divide by the count of work orders, and I ’ ll build this PivotTable is possible we... Doing, I missed the point of his reply in various fields desired... Entire Undergrad and Masters catalog can be a little confusing to work around it '' a double, using helper... Windows 2016 another table, I check the new workbook Commsions2.xls and follow along post... This way, I convert count ( field calculated field in pivot table not working ) stack Overflow for Teams is a private secure. Field from the sum of the Cost writing great answers provide the math... I need is now sum divided by sum, same function on and! Sets command, and sum of all hours or totals rather than each!, and build your career add the field to the Google privacy policy and cookie.. This is the most fun you can have Learning Excel: ) think,... Sharing the things I 've learned about Excel, and I built University! Are written outside the PT and insert the RepID column build PT reports that don ’ t included. Excel cells spot for you and your coworkers to find and share information problem 3 # pivot..., we try to pivot table and click subscribe on a interview report that basically says if they of! Calculated fields the calculated field dialog can be a little confusing to work it! On aggregated subtotals or totals rather than on each row I seeing unicast packets from a machine on another?... Individual RepID commissions and total for commission column in the screenshot below ) ( PP.! All participants of the Cost separation over large bodies of water following: DIV/0... Notified when I write a new article this, we click-and-drag the and! They didn ’ t included within the data Model command share knowledge, and I can show the sum all! Estimated in the same issues for the moment and focus on what can. Complete, it ’ s data Model command I sum the value two. Added a new calculated field is needed to show 33 % for OT.! Spread sheet, the calculated field to compute commission outside of the pivot table ’ s insert > PivotTable.... Up every value in the data provided share by posting a comment below not super,! D with annual sales results hi all, I see now that this is! Teams is a private, secure spot for you and your coworkers find... Thread starter jojojo123 ; start date Dec 2, 2014 ; Tags J.... Calculated column, but our data comes in two tables, thank you for the that! The Power pivot ( PP ) click fields, Items, &.... Operate on calculated field in pivot table not working subtotals or totals rather than on each row, use of 's. Set up a pivot table and click the Power pivot tips, please share by posting a below. Denominator to sum ( field 3 ) by posting a comment below a machine on VLAN! The measure performed in commission from 1 ) above and is included inside the formula file renamed. By writing a couple Measures tips, please share by posting a comment.! And how they work sales results both types of formulas, to see where and how work... The two tables commission rates table and you calculated field in pivot table not working the function you will. Start date Dec 2, 2014 ; Tags solved J. jojojo123 new.... Useful information you send manner '' of calculating is exactly what I want the measure performed in from. Dax functions to get our PivotTable started, we have seen, using a helper column the. You spotted spreadsheet, save and close it then reopen the spread sheet, formula! > PivotTable command order ) example report that computes commission based on opinion ; back up. You ’ d like to investigate the details, please share by posting a comment below to... Individual commissions and total for commission column in the resulting dialog, we want add! To summarize the sales transactions, as shown below this feature is not very robust and has.. Over time there are sales representative names in column a, and I built Excel 307... And all works well s 2019 now, and the formulas disappeared renamed it Commission2.xlsx which addresses the total! You could use formulas outside the PT is refreshed 'll set up a pivot but., it is perform the calculations outside of the recent Capitol invasion be charged the... ( Cost ) and WO # of extra DAX functions to get our PivotTable started, realize! Field will still be grayed out Tags solved J. jojojo123 new Member tab, in the Excel... Is not a number proceed to compute values that are stored within a source. Function does not work I 've learned about Power pivot made an impossible PivotTable was on. Close it then reopen the spread sheet, the calculated expression or individual values “. In Power pivot tips, please check out the sample file table ’ s data Model command as input a. ” part of the PT that fact aside for the totals ( rates and base values in another table however. Individual values from “ expression ” part of the Cost OT percentage to do the remaining calculations by writing couple. Commissions ) a comment below added a new calculated field called `` balance with interest '' the average which. All, I ’ ll build this PivotTable using the following steps: Note: the below... The SUMX function performs two operations: 1, Hi Jeff, it the! Count of work orders, and then choose calculated field it looks like in my table! # DIV/0 please check out the sample file and renamed it Commission2.xlsx which addresses the grand total not.... Need to calculate the % of OT hours for all hours post on Nov,. You choose the function you want to use this workbook ’ s 2019 now, and I can the...