Custom Calculated Fields mid pivot table

Mr_Stern

New Member
Joined
Feb 26, 2020
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hi,

I have regular reports that I must send to a client. The report is based off of hundreds of thousands of lines of data.
We are able to produce a pivot on this data, and this is what we report on a weekly basis.
The historic data updates every week. (e.g. think in January there is a payment owed of 50k, and this shows up in January as 50k. It is paid in April, and then the data shows the payment owed in January as nil)
This means that the data for the report cannot just be added to.

My task is based on the below.

At certain stages we are able to consolidate the data into subtotals of columns. This happens at random dates based on certain criteria and remains consolidated at these points.

In the sample table, I have set this out as showing the data supplied on a monthly basis.
Like the data and reporting, it is not reported on actual dates where you could organise as months/quarters/years etc.
For this sample, what I am looking to do is to create a calculated field after the third month (2021-03)
I would be looking to subtotal each of the Value columns at this stage, and not at the end (0221-05)
So for instance, Field 1 should calculate Sum of Profit for 2021-01 + 2021-02 + 2021-03.
Calculated fields.JPG
 

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Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
65,938
Office Version
  1. 365
Platform
  1. Windows
Welcome to the MrExcel Message Board!

Cross-posting (posting the same question in more than one forum) is not against our rules, but the method of doing so is covered by #13 of the Forum Rules.

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Cross posted at: Pivot Table Calculated Fields, Custom
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