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):
[TABLE="width: 500"]
<tbody>[TR]
[TD]P&L Category[/TD]
[TD]Amount[/TD]
[TD]Something else I may Pivot on[/TD]
[/TR]
[TR]
[TD]Sales[/TD]
[TD]100[/TD]
[TD]A[/TD]
[/TR]
[TR]
[TD]Sales[/TD]
[TD]100[/TD]
[TD]A[/TD]
[/TR]
[TR]
[TD]Discounts[/TD]
[TD]20[/TD]
[TD]A[/TD]
[/TR]
[TR]
[TD]Discounts[/TD]
[TD]30[/TD]
[TD]A[/TD]
[/TR]
[TR]
[TD]Returns[/TD]
[TD]10[/TD]
[TD]C[/TD]
[/TR]
[TR]
[TD]Sales[/TD]
[TD]200[/TD]
[TD]C[/TD]
[/TR]
</tbody>[/TABLE]

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

Quick Sum
Select a range of cells. The total appears in bottom right of Excel screen. Right-click total to add Max, Min, Count, Average.

Forum statistics

Threads
1,224,827
Messages
6,181,200
Members
453,022
Latest member
RobertV1609

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