calculated column in pivot table from power pivot

5,059

You've almost got the solution - but you don't need to create a second pivot table.

Let's start from here - you've got your pivot table as described above, and now you're looking to add a Difference column.

enter image description here

Drag Total into the Values area a second time. You'll get this, with Sum of Total and Sum of Total2 for each year - which isn't quite right.

enter image description here

In the Values section, swap Tax Year and ∑ Values so that ∑ Values is on top.

enter image description here

Now, as you worked out, right-click on your second column, and select Show Values As > Difference From and then select Tax year and previous.

enter image description here

Share:
5,059

Related videos on Youtube

Yasskier
Author by

Yasskier

Updated on September 18, 2022

Comments

  • Yasskier
    Yasskier over 1 year

    From SQL server I have a query that gives me daily transaction numbers for few companies per day, something like

    DATE          Company    Total    Tax year
    2013-04-24    ABC         50       2013
    2013-10-15    DEF         20       2014
    

    And so on. This data goes nicely into power pivot and then to pivot table so I can show values per company per month/year

                2013      2014 
    ABC 
    January     600       750
    Feb         800       900
    
    DEF    
    January     1000      750
    Feb         900       110
    

    Now, the simples thing I need is to add the DIFFERENCE column. But since the data is taken from the database, Excel treats it as an OLAP data and the option "Calculated field" in "Fields, items and sets" is greyed out. I don't want simply paste the data from the database (which would be the easiest solution) since it would be nice to have this data live. Its such a trivial thing, yet I can't get with reasonable solution.

    OK, I've found PARTIAL solution by creating additional pivot table and by displaying the difference based per year (instead of sums). This can be done by clicking on the new pivot chart, selecting "Show values as > Difference from and then selecting "Tax year" and "previous"