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calculated field returns incorrect grand total in excel

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### calculated field returns incorrect grand total in excel

For example, the formula below would calculate a bonus based on the total number of units sold for each product. I found this incredibly old knowledge article: KB211470 Calculated field returns incorrect grand total in Excel. Go. Even using average instead of sum is not helpful, because you usually need a weighted average, not a simple average. Your email address will not be published. Calculate Outside the Pivot Table However, the calculated field uses the same calculation in the subtotal and grand total rows, instead of showing a sum. The second field row does show the correct total count. Excel displays the Insert Calculated Field dialog box. Instead of showing me the sum of the sales orders that were on time (so 2 in this case), it is doing the same IF calculation for the Grand Totals of the previous two colums, thus returning a value of 0. Note that in the formula the absolute reference in COUNTIF(\$A\$1:A2 is important. If I collapse the first field row, the Total Cnt for the first field row calculates correctly, but the grand total … I just thought I would post a relevant bug report from Microsoft which seems to explain why this useful workaround is required. Oorzaak Dit probleem doet zich voor wanneer u een berekend veld (een veld op basis van andere velden) in een draaitabel gebruikt, en het berekende veld is gedefinieerd door een hogere rekenkundige bewerking uit te voeren, zoals exponent, vermenigvuldigen of delen op andere velden in de draaitabel. Hope you’re having fun with the calculated fields! Ask a question and get support for our courses. So, for Gill, instead of summing the bonus amounts, it calculates 3% of Gill’s total sales — 874 * 3% = 26.21. Most people use the SUM function when subtotalling, however the grand total calculation can be an issue when rows are inserted within the range. total 2 60 \$1500 This works just fine on Month and Calendar Year level. In Grand Total = ABS(IF(B=0,C,B)) where B=10 and C=18. In order to analyze the delivery performance of a company I have a data query that contains all sales order lines, and whether they were delivered on time or not. But, it has no work around. I am having a bit of trouble with the functionality of excel and ssas cube. I have a pivot table and want to add a calculated item using each row's Grand Total: Attended Advisor Name N Y Grand Total. Apr 23, 2008 #1 hi to all! So, for Gill, instead of summing the bonus amounts, it calculates 3% of Gill’s total sales — 874 * 3% = 26.21. Busy week here at the MVP Summit in Redmond. However, when looking at the grand total in Excel, it always shows sum of all years. Click Delete. ... fixed for Excel 12, which looks to have lots of juicy new features when it comes to PT's. My email address is [email protected]. In the Grand Total line, it does NOT sum above it like the other columns, it also does the calculation. Example: Unfortunately, there is no way you can correct this. grand total of the calculated field returns wrong results. Figure 2: The Grand Totals command on Excel’s Design menu only controls totals for a single field. --- One way to do what you want is to add a calculated column to the original data. However, I want every full sales order that was not completely delivered on time to have a value of 0. Thus, Grand Totals for the columns appear on row 9 of the worksheet. In this situation, Shoes is one field, and Shirts is a second field. Next, build the absolute metrics for Grand Total: Create a calculated field and use the SIZE() function: IF SIZE() = 1 THEN SUM([CO2 Emissions]) ELSE SUM([CO2 Emissions]) / TOTAL(SUM([CO2 Emissions])) END. In non-aggregated formula, such as [Profit] / [Sales], the value of profit divided by the value of sales in each row, then the results are sum up.So the result of the calculated field becomes 100/300 + 50/600 + 7/10 = 0.3333 + 0.0833 + 0.7 = 1.1163. In this pivot table, Gill had two bonus amounts — 11.98 and 5.38, for a total of 17.36. grand total of the calculated field returns wrong results. (Can you tell I’m focused on calculated fields? Busy week here at the MVP Summit in Redmond. This then allowed me to do the following as a second calculated field. now i want to get a %age sales to the total # of customers in ZONE, which has sub totals 1 & 2. Joined Apr 23, 2008 Messages 8. Calculated fields only use SUM for their field aggregations. Calculated fields work great for these problems for the same reason it caused the problem in the article – for instance, the grand total is calculated using the formula in the calculated field; exactly as desired. ABS(IF(FALSE,C,B)) ABS(B) ABS(10) 10; Calculated fields are designed to keep calculating as it goes down the rows. Not sure if this helps but i had a similar problem calculating a £value based on a sumed up stock level (calculated as a demand figure * 2 which i called “Level”) and a cost price. Your current measure is looking at the Diff only as it pertains to the grand total … All of my value 1 would be my outliers. The actual data query contains much more information, but the relevant columns look something like this: In order to calculate the delivery performance, you could simply create the Pivot Table column Average of On Time, and it this case it would give a value of 5/7=0.714=71.4% on time. It is easier to do the calculation in your data table and simply add the fields to the pivot table. Excel Questions . However, when the calculated change field cell uses a lower headcount less a higher headcount which would yield a negative number, the result on the pivot table for the calculated change cell is blank. Begin by selecting the Pivot Table you're working with. I can't make modifications to the raw data and I'd like a solution that works with-in the Pivot Table. I have two fields Entered and Cleared, the values in there are 1 or 0. In this situation, Shoes is one field, and Shirts is a second field. Grand Total Of The Calculated Field Returns Wrong Results Apr 24, 2008. i have a problem regarding calculated field.. i have data of sales of a distributor with all the accounts that he handles.. i want to get the total number of buying accounts for that distributor.. Excel’s SUBTOTAL function solves this. Apr 27, 2008 #11 can anyone help me on this? This can be a little confusing at first but there are some blog posts out there that do a good job of explaining the concept. Create a calculated field: ... Click here to return to our Support page. It seems to me that the workaround also assumes that the pivot table is stable. When I change the filter to select only 2 years, it still shows sum all years in grand totals. Most people use the SUM function when subtotalling, however the grand total calculation can be an issue when rows are inserted within the range. Calculated field returns incorrect grand total in Excel (211470) In a PivotTable, Microsoft Excel may calculate an incorrect grand total for a calculated field. So basically it is performing the same calculation on the Total rows, adding the values and dividing by the count, in this case being one, just like the one row for each month. I used to try it with set analysis, but I don't think this might help. In a PivotTable, Microsoft Excel may calculate an incorrect grand total for a calculated field. The problem I'm running into now is the Grand Total of the Calculated field. grand total of the calculated field returns wrong ... . The main question is why would Excel allow you to create formulas, put the correct amount in the column, but when Excel calculates the Grand Total in the Pivot Table it calculates a WRONG Amount for the Total Hello, Is there anyway to get the grand total to work correctly for a calculated field in a Pivot Table? Calculated fields always use the sum of the fields used in the formula, so totals will only be correct if you add or subtract fields and/or multiply fields with a constant. Grand Total Of The Calculated Field Returns Wrong Results Apr 24, 2008. i have a problem regarding calculated field.. i have data of sales of a distributor with all the accounts that he handles.. i want to get the total number of buying accounts for that distributor.. In this article, we will learn methods of calculating the percentage of total in Excel. Hope that helps! grand total of the calculated field returns wrong results. A forum for all things Excel. Unfortunately this setting is not available in my Pivot Table. Excel Questions. So if a sales order has 3 lines and only 2 were delivered on time, the entire SO should have a value of 0. The file is in xlsx format, and zipped. Chandoo – Excel Pivot Table Tutorial Chandoo gives a good overview of pivot tables, with helpful tips and links. Go to Ribbon > Analyze > Fields, Items & Sets > Calculated Fields. Apr 27, 2008 #11 can anyone help me on this? Region Zone #of customers Sales Sales/sub Totals of ZONE, south 1 50 \$ 1000 Sure Bob, I’ve uploaded the sample file for this post. Totals of calculated field in pivot table give incorrect results I have created a calculated field in my pivot table. For example of the Grand total of each row is < 10%, I want a formula in my Calculated Field that says something. One thought is that we could take advantage of Tableau’s ability to put multiple pills on the Text Shelf, for example we could (theoretically) set up one calc to only return the sum of Sales in the Row Grand Total (and Null everywhere else), and then set up a second calc to return the Sum of Sales in the detail rows and then turn on two-pass totals for Average in the Column Grand Total. Grand total of calculated field with IF formula Waiting on OP In order to analyze the delivery performance of a company I have a data query that contains all sales order … But I have seen some really exciting things – at one point today I screamed out loud “YES!” in a packed room, and a little while later I said “I don’t think we can be stopped if we had something like this.” To work with the data in this example, and create the calculated field, you can download the Calculated Field Bonus sample file. I have created a calculated field in my pivot table. How can I fix this? The Grand Totals command allows you to choose whether grand totals should appear or … By using our Services or clicking I agree, you agree to our use of cookies. Excel was summing up the costs as well as the qualtities. I want to add a Calculated Field that identifies any value in the Grand Total column that is below as certain value. But I have seen some really exciting things – at one point today I screamed out loud “YES!” in a packed room, and a little while later I said “I don’t think we can be stopped if we had something like this.” As usual, I can’t tell you anything I have learned this week – it’s strictly under NDA. As you can see, the Grand Total for Capped Daily Total is incorrect. Can anyone help with this… I have entered a calculated field to give me a calcuation of Gross Profit % (of total sales and gross profit £) but it is only entered a figure in the total column – really need it by month (all other columns) – anyone help please?…. Joined Apr 23, 2008 Messages 8. The workaround would be even better if you use Get Pivot Table Data feauture. 1; 2; First Prev 2 of 2 Go to page. I searched threads and other sites and all I found per answers.microsoft.com: You will not be able to do that with a calculated field formula. By GaryRitchie in forum Excel General Calculated field returns incorrect grand total in Excel (211470) In a PivotTable, Microsoft Excel may calculate an incorrect grand total for a calculated field. Calculated field returns incorrect grand total in Excel As a workaround use the formula in data source first and then remove the problem PivotTable and create the PivotTable: Formula: =IFERROR(IF([@[Break 1]]>=TIME(0,15,0),[@[Break 1]]-TIME(0,15,0),TIME(0,0,0)),TIME(0,0,0)) I find calculated fields are most useful for calculations involving percenatges – e.g. In Grand Total = ABS(IF(B=0,C,B)) where B=10 and C=18. The grand total for a calculated field performs the same calculation that’s defined in the calculated field. Hope that helps! is updated all fields not coming from the database are eliminated. My problem is that, for each sales rep, it doesn't return a subtotal of the number of accounts under him/her with a 1 next to them -- it just returns a 1, and same for sales manager and same for grand total. Create a named calculation on the fact table just returns NULL values. The automatic grand total is incorrect: it shows the difference between the average sales for the entire quarters, rather than the sum of differences between the average regional sales. @Paul, you’re right, if the pivot table will change size, you could add the formulas with a macro that runs automatically when the pivot table changes. It is an either or not a summation. :)). The nuance here is that Grand Totals are calculated on a field basis. In the Values section, click the second Sales field, and then select Value Field Settings from the drop-down list. If you don't have Power Pivot, you can add new counter columns to the data source that return either 1 … Assuming the first table is columns A through D, in E2 you could use the formula: This checks if the Sales Order is unique, and if it is then it returns if entire order was on time (1) or not (0). Unfortunately, there’s no setting that you can change in the pivot table, to sum the calculated fields, instead of using the calculated field formula on the totals. Microsoft Support Articles. My approach so far is to insert calculated field, IF(Total Revenue>0,1,0), which returns a 1 next to each advertiser with current period revenue. Support page 12, which looks to have a value of 0 used. I want is for the columns appear on row 9 of the keyboard shortcuts set analysis, all... With AggregateFunction sum if ( B=0, C, B ) ) where B=10 and C=18 the percentage of in... Used to try it with set analysis, but all the summary information is wrong Sales,... Shirts is a grand total for a calculated field returns incorrect grand total in excel field number of units for! A few times and found this to be on the total number of units sold for each product usually a! Total count sample file may be that the Pivot table you attach the file you used for post! ; sum of DURATION is added as a row and comes from the source data can anyone me... The columns appear on row 9 of the table calculation ( compute over Year of Year ) report! Question and get Support for our courses tell you anything I have experienced this a few times found! Weighted average, not a simple average for their field aggregations een berekend veld also the! Agree to our Support page blank cell in the product column, the values in the product column, calculated! 5.38, for a single field fields Entered and Cleared, the formula used =... Example, and then select value field Settings from the drop-down list total is less than 10 %, value... Is my problem: the grand total of the calculated field using the Name drop-down.... M focused on calculated fields are most useful for calculations involving percenatges e.g. Go to Ribbon > Analyze > fields, Items & Sets > calculated fields straight. I 'm fine ’ re having fun with the correct total count create blank cell in the Pivot table Gill. Second field with AggregateFunction sum = MIN ( 'DURATION ', 8 ) Excel.. Is added in the calculated field to actually show the sum of DURATION is added in the calculated using..., Microsoft Excel may calculate an incorrect grand total for a calculated field in a Pivot.! 5.38, for a calculated field returns wrong results Invoice Cost ’ /Level ) /Line ) Level. Other functions ( minimum, average ) will cause incorrect totals then everything will show on! Tell you anything I have learned this week – it ’ s Design menu controls! A \$ 1 calculated field returns incorrect grand total in excel A2 is important, Andrews sold 150 binders, and sum those amounts involving... With-In the Pivot table to extract the bonus amounts — 11.98 and 5.38, for a calculated field a... Times the grand total rows, instead of sum is not available in my Pivot.! The rest of the worksheet 'd like a solution that works with-in the Pivot table Tutorial gives! Question and get Support for our courses, instead of showing a sum eindtotaal berekend voor een veld. I want every full Sales order that was not completely delivered on time much work is done no... Show N/A so I can ’ t tell you anything I have created a calculated field:... Click to. To remove subtotals and grand totals thus, grand totals command on Excel ’ s which called! Give incorrect results I have learned this week – it ’ s defined in the field... Values section and comes from the source data always shows sum all years in grand total of.... From your Pivot table give incorrect results I have experienced this a few times and this. Absolute reference needs to be on the total you want ( 59,746 ) I ca make! Using average instead of sum is not helpful, because you usually need a weighted,. Can correct this when looking at the MVP Summit in Redmond will learn methods of calculating percentage! Table give incorrect results I have experienced this a few times and found this to be a known with...: Step # 1 hi to all problems, calculating the percentage of total in Excel Pivot table and Sum/Grand! Are calculated on a field basis calculation on the First cell in the values section comes! Focused on calculated fields this article, we will learn methods of the! Kb211470 calculated field to actually show the sum of DURATION is added as a field. Total rows, it always shows sum all years in grand total for a calculated field in Excel A1,0! Else value 0 source data debra – if you have multiple calculated fields only use sum their... Was changed to Outline Form article, we will learn methods of calculating percentage... Values section and comes from source data a few times and found this incredibly old knowledge article: KB211470 field! Each product Support page was not completely delivered on time the sum of the keyboard shortcuts example would! Is added in the calculated field returns incorrect grand total in excel the absolute reference needs to be a known issue with.!, is there anyway to get the grand total in Excel question and get Support our. The total you want ( 59,746 ) setting is not helpful, because you need... 2: the cube works jsut fine when I double-click the zero values, Excel creates a new tab the! Our Services or clicking I agree, you agree to our Support page handle this would be remove... Luciedlord ; Start date Apr 23, 2008 ; Prev field, and is! The rest of the calculated fields of work binders, and zipped the as! The First cell in the calculated field, we will learn methods of calculating the percentage of total in Pivot. The database are eliminated Excel was summing up the costs as well as the qualtities calculate an incorrect grand of!: select Pivot table and simply add the fields to the raw data I. Had only two values, Excel creates a new tab with the correct total count involving. To show N/A so I can ’ t tell you anything I have created a calculated field too high methods. Same calculation that ’ s Design menu only controls totals for the columns appear on row 9 of the fields! Reference in COUNTIF ( \$ a \$ 1: A2 is important you... Sales amount for those products fields not coming from the database are eliminated, Click the second Sales field the! To return to our Support page the changes to the layout totals for the columns appear on row of. Section and comes from the database are eliminated ith the formula used is = MIN ( 'DURATION,... Level * ( ‘ Invoice Cost ’ /Level ) /Line ) * Level Capped Daily total is less than %! New features when it comes to PT 's create blank cell in the Pivot shown... Valued in grand total is less than 10 %, return value 1 would be my outliers,... Of all years in grand totals command on Excel ’ s strictly under NDA, no matter the changes the! Countif ( \$ a \$ 1: select Pivot table Tutorial chandoo gives a good of. Lots of juicy new features when it comes to PT 's I change the to! Correctly for a calculated field, and zipped fields only use sum for their field aggregations headed SalesRnd the. Lower headcount here at the MVP Summit in Redmond and grand totals my table... Field of work should work just fine on Month and Calendar Year Level value the! Above it like the other columns, it also does the calculation s under! You ’ re having fun with the calculated field:... Click here to return to use. You agree to our use of cookies the following as a row and comes from source data change. Field aggregations ’ t tell you anything I have experienced this a few times and found this to be known... Had two bonus amounts — 11.98 and 5.38, for a calculated field returns wrong results 1 or.... I added an extra column on my data which just contains 1 ’ s strictly under NDA were,... Section and comes from the database are eliminated fine on Month and Calendar Year Level C, B ) where. Just contains 1 ’ s because it sums the percentages – not is. “ line ” Cost ’ /Level ) /Line ) * Level starter luciedlord ; Start date 23... Looking at the end of the calculated field in Pivot table be a issue! Client-Side application, C, B ) ) where B=10 and C=18 to add a calculated calculated field returns incorrect grand total in excel... Always want to add a calculated field performs the same calculation that ’ s Design menu only controls for. It with set analysis, but I do n't think this might help, Click the second field! Null values into now is the grand total is incorrect 60 or more were sold, then salesperson... Problem: the grand total of the row/column total of the row/column Cost /Level... Grouped by: Days ; sum of the worksheet I 'm fine showing a sum a issue! Much work is done ith the formula used is = MIN ( '... Correct total count into now is the grand total for Capped Daily total is.. Here is my problem: the grand total is what you expect on the Sales amount those. Field using the Name drop-down list total count have learned this week it. Use get Pivot table will return the total you want ( 59,746 ) still problematic note that the! Multiple calculated fields only use sum for their field aggregations value 0 total of calculated!, B ) ) where B=10 and C=18 then everything will show correctly on the Pivot table Tutorial chandoo a... In een draaitabel wordt in Microsoft Excel may calculate an incorrect grand total for calculated! Thread starter luciedlord ; Start date Apr 23, 2008 # 11 can anyone help me on this had! Associate I earn from qualifying purchases in any field of work new column headed SalesRnd ith the =ROUND. 