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Calculated field of Pivot Table

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  1. #1
    Forum Contributor vandanavai's Avatar
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    Calculated field of Pivot Table

    Hello,

    I have to add two calculated field to my pivot table. I know how to add calculated filed. But my problem is that , I want to make one field dependent on the other. Let me explain in detail. I have database of Receipts and Payments for each day as follows.

    Date Receipt Payment A/cHead
    01/04/2007 2500 Receipt
    15/04/2007 100 Courier
    27/04/2007 110 Conveyance
    05/05/2007 150 Conveyance
    12/05/2007 10 Xerox
    27/05/2007 1000 Receipt
    06/06/2007 200 Conveyance
    16/06/2007 15 Xerox
    30/06/2007 35 Entertainment

    I want to have Opening Balance and Closing Balance for each date in pivot table. I have created Pivot Table with ClosingBalance Field. now I want to add field OpeningBalance. Problem is that ClosingBalance for previous date is OpeningBalance of next date. How to go about this?

    Please Hlep me. I have also attached my sample file.
    Attached Files Attached Files

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Quote Originally Posted by vandanavai
    Hello,

    I have to add two calculated field to my pivot table. I know how to add calculated filed. But my problem is that , I want to make one field dependent on the other. Let me explain in detail. I have database of Receipts and Payments for each day as follows.

    Date Receipt Payment A/cHead
    01/04/2007 2500 Receipt
    15/04/2007 100 Courier
    27/04/2007 110 Conveyance
    05/05/2007 150 Conveyance
    12/05/2007 10 Xerox
    27/05/2007 1000 Receipt
    06/06/2007 200 Conveyance
    16/06/2007 15 Xerox
    30/06/2007 35 Entertainment

    I want to have Opening Balance and Closing Balance for each date in pivot table. I have created Pivot Table with ClosingBalance Field. now I want to add field OpeningBalance. Problem is that ClosingBalance for previous date is OpeningBalance of next date. How to go about this?

    Please Hlep me. I have also attached my sample file.
    I think you'd be better advised to hold the opening and closing balances as two extra columns in your data. e.g with E1 = "Op Bal" and F1 = Clos Bal

    E2: =IF(F1="Clos Bal",0,F1)
    F2: =E2+B2-C2
    Then copy down and use these fields in your pivot table rather than trying to calculate an opening balance.

    Rgds

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