Add total to pivot table

pto160

Active Member
Joined
Feb 1, 2009
Messages
366
Office Version
  1. 365
  2. 2016
Platform
  1. Windows
I have an Account Receivable report with columns for current, 30, 60, 90 and 120 days. I created a pivot table based off this report. I am trying to get the grand total for the customer. I'm not sure if I need to add this to my source data or can I do this within the pivot table. Here is the source data.

Book1
ABCDEFG
1CustOrderCurrent30 Days60 Days90 Days>120 Days
2ABC3900100
3ABC3901200
4ABC3902300
5ABC3903400
6ABC3904500
7DEF3905600
8DEF3906700
Sheet1


Here is my pivot table.
Row LabelsSum of CurrentSum of 30 DaysSum of 60 DaysSum of 90 DaysSum of >120 Days
ABC
3900
100​
3901
200​
3902
300​
3903
400​
3904
500​
ABC Total
100​
200​
300​
400​
500​
DEF
3905
600​
3906
700​
DEF Total
700​
600​
Grand Total
100​
900​
300​
1000​
500​

Here is what I want my pivot table to look like:
Book1
ABCDEFG
1Row LabelsTotalSum of CurrentSum of 30 DaysSum of 60 DaysSum of 90 DaysSum of >120 Days
2ABC
33900100
43901200
53902300
63903400
73904500
8ABC Total1500100200300400500
9DEF
103905600
113906700
12DEF Total1300700600
13Grand Total28001009003001000500
Sheet1
Cell Formulas
RangeFormula
B8,B12:B13B8=SUM(C8:G8)


Is this possible?
 

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sandy666

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Joined
Oct 24, 2015
Messages
7,497
like this?
pt.png

fields.png
 

pto160

Active Member
Joined
Feb 1, 2009
Messages
366
Office Version
  1. 365
  2. 2016
Platform
  1. Windows
That's what the current pivot table looks like. How do you get the total of Current +30 days + 60 days + 90days+ 120 days and put it on the customer total line? Do I need to change my source data or can I add a column on the pivot table for the total column?
 

sandy666

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Messages
7,497
add Calculated Field
SUM(Current,'30 Days','60 Days','90 Days','>120 Days')
pt1.png
 

pto160

Active Member
Joined
Feb 1, 2009
Messages
366
Office Version
  1. 365
  2. 2016
Platform
  1. Windows

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Thanks. I didn't know about calculated field. I have always used calculated item, which didn't work for this.
What is the difference between calculated field and calculated item?
 

pto160

Active Member
Joined
Feb 1, 2009
Messages
366
Office Version
  1. 365
  2. 2016
Platform
  1. Windows

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Great. Thanks for the link. How were you able to show the order as a blank cell on the Sum of Total column above the 1500 & 1300?
 

sandy666

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Joined
Oct 24, 2015
Messages
7,497
:biggrin:
use Conditional Formatting with =RIGHT(J4,5)<>"Total" and white font for last column selection
J4 = ABC - first top left cell in PT
 

pto160

Active Member
Joined
Feb 1, 2009
Messages
366
Office Version
  1. 365
  2. 2016
Platform
  1. Windows
Great. Thanks that really helped.
Also how do you get the customer to be on the same row as the order?
 

sandy666

Banned - Rules violations
Joined
Oct 24, 2015
Messages
7,497
PivotTable Tools - Design - Report Layout - Show in Tabular Form (any place in the Pivot Table must be selected)
 
Solution

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