Calculated Field in Pivot Table

reberryjr

Well-known Member
Joined
Mar 16, 2017
Messages
714
Office Version
  1. 365
Platform
  1. Windows
I'm trying to create a calculated field in a pivot table. The table's structure is below. The Sum of Sum of Clean Loans (I'll change the title once the data works) should come out to 82. I've also pasted the formula in the calculated field below.

I've never worked with these before, and have been googling/searching for about 75 minutes.

[TABLE="width: 462"]
<colgroup><col width="138" style="width: 104pt; mso-width-source: userset; mso-width-alt: 5046;"> <col width="127" style="width: 95pt; mso-width-source: userset; mso-width-alt: 4644;"> <col width="163" style="width: 122pt; mso-width-source: userset; mso-width-alt: 5961;"> <col width="188" style="width: 141pt; mso-width-source: userset; mso-width-alt: 6875;"> <tbody>[TR]
[TD="width: 138"]Row Labels[/TD]
[TD="width: 127"]Count of LoanNum[/TD]
[TD="width: 163"]Sum of Exception Count[/TD]
[TD="width: 188"]Sum of Sum of Clean Loans
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]Tommy Chong
[/TD]
[TD="bgcolor: transparent, align: right"]83[/TD]
[TD="bgcolor: transparent, align: right"]1[/TD]
[TD="bgcolor: transparent, align: right"]1[/TD]
[/TR]
</tbody>[/TABLE]

D0sqMv2u7krKAAAAAElFTkSuQmCC
 
@rory I was able to get PowerPivot to give me the calculated fields I need. Now, when I try to import data as I normally would, nothing is happening. I haven't worked with VBA and tables, let alone the Data Models, so I'm sure it's something there. I've been searching the web, but I can't seem to find anything as rudimentary as what I need. Do you have any suggestions on a good place for me to start?
 
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Excel Facts

How can you automate Excel?
Press Alt+F11 from Windows Excel to open the Visual Basic for Applications (VBA) editor.
How exactly are you importing the data?
 
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The User selects files that they need to importinto a sheet called “Data”. The pivottables are essentially summarizing the information the Data sheet, based onvalues the User filters to (Month and Week, respectively). I’m snooping around the web, trying to learnmore about Power Pivot, as it seems pretty useful. As of right now, I’m thrown off by workingwith tables more, data models, etc.

 
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Assuming you've added the data to the table that's linked to the data model, all you should need to do is refresh all.
 
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Ok, this is beginning to frustrate me. When I add information to the data table, itall refreshes automatically….great! However, when I delete the table contents (the table still exists), andbegin to add data again, the calculated fields fail.

 
Upvote 0
If you are referring to the data in the pivot table, please be reminded (if you wish NOT to keep previously deleted data ) to go to Options / Data and under "Retain items deleted from the data source" deselect "Automatic" and select "None".
 
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