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Calculations on pivot table columns from multiple source tables with a field "relationship"|Power Pivot|Excel Forum|My Online Training Hub

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Calculations on pivot table columns from multiple source tables with a field "relationship"
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November 12, 2022 - 3:06 pm
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I have a list of unique codes each with a fixed budget amount.

I have one file per month with expenses (multiple rows per code from the budget).

I created a "relationship" between the budget table code field and the code in EACH of the monthly tables.

I have a pivot table with a column showing the budget amount.

\--

Then I added the sum of transaction amounts for each of the monthly files to the pivot table values. The "relationships" worked to show the correct sum for each budget code - one pivot table column per month (without adding any fields to the pivot table "columns" section).

Now I'd like to add a calculated column showing the budget amount, minus the sum of all of the monthly columns in the pivot table. So it is the first pivot table column minus all of the other pivot table columns. Then I'd like to use that calculated total expense column to calculate another column showing the total percent spent of the initial budget column.

\--

The pivot table option for calculated values is greyed out because I have established a "relationship" between multiple tables that connect to the single pivot table.

So can this be done in Power Pivot? I need it to be a Pivot Table and not a regular table because the budget codes are in other buckets that I need to show subtotals for.

Thanks for any help anyone's willing to give.

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Mynda Treacy
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November 13, 2022 - 11:55 am
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Hi and welcome to our forum!

It sounds like your data is in the wrong layout. You shouldn't have separate sheets/tables for each month's actuals. Instead, you should use Power Query to consolidate the monthly data for the actuals into one table. Then you need separate dimension tables in your Power Pivot model to create relationships between the budget and actual tables. The fields from these dimension tables are what you use in the row and column labels of your PivotTable.

From there everything will be easy. I hope that points you in the right direction. It's a bit difficult to cover everything you need to know in a forum post. I cover this exact example and more in my Power Pivot course, as well as all the other fundamental information you need to create Power Pivot models and write DAX formulas and calculated columns etc.

Mynda

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