Column for subtraction of grand totals in pivot table - power query useful here?

heretolearnexcel

New Member
Joined
Jan 22, 2019
Messages
26
Hi,

I have a table of data that I turned into a pivot table. Here is an example of more or less the data I'm working with:
DateType of movementProduct A In
Product A OutUnit CostUnit CostClientSelling PriceProduct A in Stock
10/11/19A203100
10/3/19B102Client A$2585
9/23/19C5290
9/22/19B95Client B$2091
9/15/19A30470
9/13/19B124Client D$1835
9/10/19A75100
9/02/19C83Client A$2512
8/24/19A10913

<tbody>
</tbody>

I turned the data into a pivot table and ended up with this:

Type of movementSum of Product A inSum of product A out
B10
A20
B9
B12
A30
A7
A10
Grand Total6731

<tbody>
</tbody>

I would like for the pivot table to display in the Grand Total row the difference between Sum of Product A in and Sum of Product A out, such that the result in the example would be =67-31= 36. I tried adding a formula next to the 31 which, supposing Type of movement= A1, would be in cell C9 and the 31 would be in D9. But if I filter for Type of movement and more values are added, changing the size of the pivot table, then the formula in D9 will no longer subtract the values from the grand total since they will no longer be in the original cells.

I tried using Power Query to changing the Type of movement column so that each unique row value of the column becomes a new column, and then I would be able to work the data to get the results I want, but I can't seem to find a way to do that in Power Query and keep all the corresponding data. The result I would like to get using Power Query would be something like this.

DateType of Movement AType of Movement BType of Movement CUnit CostUnit CostClientSelling PriceProduct A in Stock
10/11/2019Product A In203100
10/3/2019Product A Out102Client A$25 85
9/23/2019Product A In5290
9/22/2019Product A Out95Client B$20 91
9/15/2019Product A In30470
9/13/2019Product A Out124Client D$18 35
9/10/2019Product A In75100
9/2/2019Product A Out83Client A$25 12
8/24/2019Product A In10913

<tbody>
</tbody>


Well... I just realized that wouldn't work for what I want. But still, is there any way to do that in Power Query? And regarding my original question, how could I achieve that with my pivot table?

Thank you in advance.
 

sandy666

Well-known Member
Joined
Oct 24, 2015
Messages
4,249
with table or PowerQuery it is not possible : two the same name of columns, eg: Unit Cost
 

sandy666

Well-known Member
Joined
Oct 24, 2015
Messages
4,249
is that what you want with PQ ?

DateAttributeABCUnit CostUnit Cost2ClientSelling PriceProduct A in Stock
11/10/2019​
Product A In
20​
3​
100​
03/10/2019​
Product A Out
10​
2​
Client A
25​
85​
23/09/2019​
Product A In
5​
2​
90​
22/09/2019​
Product A Out
9​
5​
Client B
20​
91​
15/09/2019​
Product A In
30​
4​
70​
13/09/2019​
Product A Out
12​
4​
Client D
18​
35​
10/09/2019​
Product A In
7​
5​
100​
02/09/2019​
Product A Out
8​
3​
Client A
25​
12​
24/08/2019​
Product A In
10​
9​
13​
 

sandy666

Well-known Member
Joined
Oct 24, 2015
Messages
4,249
so try this

Code:
[SIZE=1]// Table1
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    Type = Table.TransformColumnTypes(Source,{{"Date", type date}, {"Type of movement", type text}, {"Product A In", Int64.Type}, {"Product A Out", Int64.Type}, {"Unit Cost", Int64.Type}, {"Unit Cost2", Int64.Type}, {"Client", type text}, {"Selling Price", Int64.Type}, {"Product A in Stock", Int64.Type}}),
    UnpivotOSC = Table.Unpivot(Type, {"Product A In", "Product A Out"}, "Attribute", "Value"),
    Pivot = Table.Pivot(UnpivotOSC, List.Distinct(UnpivotOSC[#"Type of movement"]), "Type of movement", "Value"),
    Reorder = Table.ReorderColumns(Pivot,{"Date", "Attribute", "A", "B", "C", "Unit Cost", "Unit Cost2", "Client", "Selling Price", "Product A in Stock"}),
    Sort = Table.Sort(Reorder,{{"Date", Order.Descending}})
in
    Sort[/SIZE]
 

heretolearnexcel

New Member
Joined
Jan 22, 2019
Messages
26
Woah, I'm sorry but I'm new to Power Query. How would I go about using those formulas or that information there? So far i've played with the options in the menu to split cells, re-arrange the order of cells, etc.
 

sandy666

Well-known Member
Joined
Oct 24, 2015
Messages
4,249
be sure the name of source table is the same as in the M-code (here: Table1)
copy code from the post
open Advanced Editor
paste code

here is source table I used

DateType of movementProduct A InProduct A OutUnit CostUnit Cost2ClientSelling PriceProduct A in Stock
11/10/2019​
A
20​
3​
100​
03/10/2019​
B
10​
2​
Client A
25​
85​
23/09/2019​
C
5​
2​
90​
22/09/2019​
B
9​
5​
Client B
20​
91​
15/09/2019​
A
30​
4​
70​
13/09/2019​
B
12​
4​
Client D
18​
35​
10/09/2019​
A
7​
5​
100​
02/09/2019​
C
8​
3​
Client A
25​
12​
24/08/2019​
A
10​
9​
13​

there is NO $ sign in Selling Price column

dates looks different because you are in US style, me not

[HR][/HR]
more about PowerQuery aka Get&Transform
 
Last edited:

sandy666

Well-known Member
Joined
Oct 24, 2015
Messages
4,249
You are welcome

I used PQ ribbon for everything, nothing manual :)
 

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