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MS Access Pivot Table calculated values

Posted on 2013-01-16
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Last Modified: 2013-01-18
I have a long list of "deals" each with a %margin on an advance (the amount the deal was for), the advance and a number of other fields e.g. manufacturer, retailer, equipment_type that I want to use as filter and I want to display the data by month (in yyyymm format - this is already calculated in the data)

I need to work with the weighted margin (margin*advance) which I have also calculated in the input query.

What I want to end up with is

(sum of weighted margin)/sum of advance

for each month which recalculates as the filter fields are applied.

Is this more than can be done in Access?  :-)
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Question by:markremms
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Expert Comment

by:Rory Archibald
ID: 38782957
If I understand correctly, the answer is no because the calculation will end up as:
SUM(margin)*SUM(advance)/SUM(advance)

and not

SUM(margin*advance)/SUM(advance)

EDIT:

Wait, I think I misread. If you have already calculated the weighted margin in the query (i.e. for each row) then yes a calculated field of margin/advance should provide what you need.
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by:markremms
ID: 38783069
So if I want to calculate detail something like:

x / sum( x)

then I can't?
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Expert Comment

by:Rory Archibald
ID: 38785281
A calculated field will always aggregate all fields it depends on. If your query has already calculated the weighted margin at the detail level then the calculated field should do what you want
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Author Comment

by:markremms
ID: 38786659
Thanks for that.  What I want to be able to do though is to use the sum to be a part of the calculation for a detail cell.
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Rory Archibald earned 500 total points
ID: 38787099
No idea what you mean - can you give a specific example? (You can't use an overall total at a higher level if that's what you mean)
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Author Comment

by:markremms
ID: 38787252
OK - sorry.  Me failing to communicate.

The original data contains values for weighted margins.

On the pivot table these will be shown in groups (with a sum for each group if I wish)

Against each weighted margin I would like to calculate its proportion of the whole group so I want to divide its value by the sum for its group.

Sounds like that might be possible if I can refer to higher level totals. :-)
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Author Comment

by:markremms
ID: 38792230
Oh - you said can't...

Ah
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