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pivot table with calcuated field for date

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Greg Kinney pivot table with calcuated... 11-23-2011, 10:11 AM
arlu1201 Re: pivot table with... 11-23-2011, 10:56 AM
Greg Kinney Re: pivot table with... 11-23-2011, 11:21 AM
seablue62 basic usage - adding up... 11-23-2011, 11:30 AM
Greg Kinney Re: pivot table with... 11-23-2011, 12:33 PM
Greg Kinney Re: pivot table with... 11-25-2011, 10:49 AM
arlu1201 Re: pivot table with... 11-25-2011, 02:43 PM
Greg Kinney Re: pivot table with... 11-28-2011, 04:20 PM
arlu1201 Re: pivot table with... 12-12-2011, 03:09 PM
  1. #1
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    pivot table with calcuated field for date

    Hi, I'm trying to put in a calculated field into a pivot table, containing an if statement for dates and calculating a monetary amount. What I've tried so far in the calcualted field formula entry is (in simplified form):

    =IF('date of transaction'<DATE(2011,1,1),'Fees'*0.005,'Fees'*0.0045)

    The first "date of transaction" is the pivot field. The second "DATE" is just formattting for the formula. The "Fees" is another pivot field.

    The formula itself is working, because I am not getting errors of anything like that. But, everything is coming back calculated under the false scenario (.0045).

    When I do this "if" formula outside of the pivot table, using "getpivotdata" to get the "date of transaction" field, it works fine. What am I missing here?

    Thank you for any help!


    EDIT:

    I should have also mentioned, that within the true and false operations, I'm using a couple extra functions, like round and min. I can't imagine that would be the cause of the problem though...since the equation is solving succesfully, doing the mins and rounds correctly. It's seems to me that the problem must be with the logical test at the beginning of the "if" statement.
    Last edited by Greg Kinney; 11-23-2011 at 10:49 AM.

  2. #2
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    Re: pivot table with calcuated field for date

    Please attach your pivot along with the calculations. We cannot spend so much time creating the pivot from scratch to trouble-shoot.
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    Re: pivot table with calcuated field for date

    OK, here it is. The problem calculated field is "calculated fee" in column G. Column H is the manually calcuated result that I am actually looking for.

    Thank you for taking a look
    Attached Files Attached Files

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    Unhappy basic usage - adding up numbers on different sheets

    Hi - I am creating financial statements and each statement needs to be numbered within a cell - how do I use a formula which adds on 1 to each new statement - so that statement 1 on sheet 1 becomes statement 2 on sheet 2. Can I also use a formula that automatically inserts today's date (I know the shortcut Ctrl and then semicolon) but I was wondering if there is a formula: sorry, really basic stuff, I know....

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    Re: pivot table with calcuated field for date

    Seablue, I think you meant to start a new thread there....

    Anyone have any ideas on my issue? Has anyone else ever had problems with using dates within a pivot table calcualted field?

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    Re: pivot table with calcuated field for date

    bump - Anyone with a lot of experience with pivot table calcualted fields?

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    Re: pivot table with calcuated field for date

    I have a question for you - why do you want to use it on the pivot? Why not do the calculations directly to the data?

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    Re: pivot table with calcuated field for date

    It's a shared file, and the people I'm working with can barely format, let alone analyze and edit as needed. I need a report that can be a one click refresh for a final product. When you start calculating on a pivot table from the outside, things get messed up easily. The size of the table changes, the formula refercnes get lost, etc.

    Thank you for taking a look btw. Any ideas?

  9. #9
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    Re: pivot table with calcuated field for date

    We have lost your attachment, can you please attach again?

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