Solved

MS Access Pivot Table calculated values

Posted on 2013-01-16
7
420 Views
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?  :-)
0
Comment
Question by:markremms
  • 4
  • 3
7 Comments
 
LVL 85

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.
0
 

Author Comment

by:markremms
ID: 38783069
So if I want to calculate detail something like:

x / sum( x)

then I can't?
0
 
LVL 85

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
0
How your wiki can always stay up-to-date

Quip doubles as a “living” wiki and a project management tool that evolves with your organization. As you finish projects in Quip, the work remains, easily accessible to all team members, new and old.
- Increase transparency
- Onboard new hires faster
- Access from mobile/offline

 

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.
0
 
LVL 85

Accepted Solution

by:
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)
0
 

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. :-)
0
 

Author Comment

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

Ah
0

Featured Post

How to run any project with ease

Manage projects of all sizes how you want. Great for personal to-do lists, project milestones, team priorities and launch plans.
- Combine task lists, docs, spreadsheets, and chat in one
- View and edit from mobile/offline
- Cut down on emails

Join & Write a Comment

How to quickly and accurately populate Word documents with Excel data, charts and images (including Automated Bookmark generation) David Miller (dlmille) Synopsis In this article you’ll learn how to use ExcelToWord! to copy data,charts, shapes …
Experts-Exchange is a great place to come for help with solutions for your database issues, and many problems are resolved within minutes of being posted.  Others take a little more time and effort and often providing a sample database is very helpf…
This Micro Tutorial will demonstrate how to use a scrolling table in Microsoft Excel using the INDEX function.
Polish reports in Access so they look terrific. Take yourself to another level. Equations, Back Color, Alternate Back Color. Write easy VBA Code. Tighten space to use less pages. Launch report from a menu, considering criteria only when it is filled…

707 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

18 Experts available now in Live!

Get 1:1 Help Now