Pivot Table Additional Calculations

rasinc

Board Regular
Joined
Jun 28, 2011
Messages
131
I have a couple of questions regarding a pivot table.

I have customer data and based on some previous messages on this forum, was able to get a couple of groups and subtotals for those groups ok.

The customer data is aged receivables, with a total column. Each subtotal needs to be shown in dollars and in percentage of total owing for that group. I have the totals for the dollars but I can't figure out how to get percentages and dollars (I've seen the Value Field Settings, Show values as... but can't get the percentage of the total column and I can't get the dollars and percentages at the same time.). I do not need percentages per customer, only for the totals of each group.

Something like this:
(note the ..... indicate other information including the actual customers names and dollar amounts owing per period. They are all showing properly.)
Code:
Customer     Total  Current  <30   etc.
......
Group 1 Sum   1000    800    100   ....
Percent               80%    10%   ...
 
......
Group 2 Sum    500    450    20   ....
Percent               90%    4%   ...
 
......
Grand Total   1500    1250    120   ....
Percent               83.33%  8%   ...

Second question related to the labels above. How can I change the Group 1 Sum label to say Group 1 Total?

Any help is appreciated. TIA, rasinc
 

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