Calculated Fields in Pivot Tables

[Shane]

Hello from Vancouver BC!

I have a pivot table into which I have inserted calculated fields. I totalling paid insurance claims by month, grouped by year. The calculated field mutiplies the paid claims times an expense fee.

The monthly calculation is working fine, but the subtotal for the year is a mystery. I though it would simply add the sum of the monthly amounts like the uncalculated fields.

Can anyone assist?

Thanks very much,

Shane

 

[Debra Dalgleish]

Can you give an example of an amount you're getting as an annual total,
and what amount you expected to get?

 

[Shane]

Hi

I should be getting: $10,217.0

But the column total is giving me $122,899.77

I think it is summing other columns or something. I just want it to sum the given year and that is how I built the formula.

Solve Order Field Formul
1 Admin Expense ='Claims Paid' *'Monthly Admin %

 

[Debra Dalgleish]

That sounds like something you should be calculating in the data table,
rather than the pivot table. Then, add the field to the pivot table to
see the summary for each item.

Or, if the Admin% is standard for all items, change the Calculated
formula to include the set percentage, e.g.:
='Claims Paid' * .02