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How to include formulas in pivot table

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(@noormos)
Posts: 14
Eminent Member
Topic starter
 

Hi,

I have generated a simple pivot table to extract data of sums. However, i would like to include a formula indicating to only extract data if the Actual date is less or equals to Due date. Could you kindly guide me how i should do so? Does this falls under calculated fields?

 

Thanks and regards,

Firah

If-actual-is-more-than-due.JPG

 
Posted : 12/03/2019 2:51 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Safirah,

Yes, you'd need a measure for this. If you want some help with it please upload a sample Excel file containing your Power Pivot model.

Mynda

 
Posted : 12/03/2019 7:46 am
(@noormos)
Posts: 14
Eminent Member
Topic starter
 

Hi Mynda,

Please see attached pivot table. I had to make some alterations due to confidentiality. Thank you for your understanding 🙂

Thanks and regards,

Safirah

 
Posted : 13/03/2019 4:56 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Safirah,

Thanks for sharing your file. In the attached file you'll see I've included a measure for the FBL Total Not Overdue. You need the Due Date and Actual Dates present in the PivotTable so the measure can evaluate each row. There are two projects that are overdue on rows 48 and 53 and you can see the measure returns a blank for them.

You can create the measures for the other fields you require based on the formula I created for FBL Total Not Overdue.

Mynda

 
Posted : 13/03/2019 7:32 am
(@noormos)
Posts: 14
Eminent Member
Topic starter
 

Thank you MyndaLaugh

 
Posted : 14/03/2019 3:27 am
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