Trying to get a Net Sales rollup in PowerPivot

Vaslo

Board Regular
Joined
Jun 3, 2009
Messages
159
I have a PowerPivot table similar to the following (obviously thousands more lines):
P&L CategoryAmountSomething else I may Pivot on
Sales100A
Sales100A
Discounts20A
Discounts30A
Returns10C
Sales200C

<tbody>
</tbody>

I want to get a summary of Net Sales in a Pivot, which calculates to Sales - Discounts - Returns.

Amount is also put into a PowerPivot Calculated Field:= SUM([Total Sales])


I've tried to do something like this, but not getting the write results:
Code:
=CALCULATE([Total Sales],AccountNameMatch[P&L Category]="Sales")
-CALCULATE([Total Sales],AccountNameMatch[P&L Category]="Discounts")
-CALCULATE([Total Sales],AccountNameMatch[P&L Category]="Returns")


I don't quite get the result I'd like, or this is maybe too clunky of a way to do this. I also tried with a SUMX but that didn't work. I also will likely Pivot on A or C above to check (that would represent, say, customers.)

I bet this is easy to the Daily PowerPivot user but I can't quite get it right. Any advice here?
 
Last edited:

Excel Facts

When did Power Query debut in Excel?
Although it was an add-in in Excel 2010 & Excel 2013, Power Query became a part of Excel in 2016, in Data, Get & Transform Data.

Forum statistics

Threads
1,213,526
Messages
6,114,122
Members
448,550
Latest member
CAT RG

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top