Forum Discussion

SteveNBethesda's avatar
SteveNBethesda
Copper Contributor
Jul 24, 2023

Calculating Pivot Table values across rows

I have two rows in a Pivot Table that are interdependent on each other. The sum of the two rows cannot exceed 3, while each row cannot exceed 2 (0, 1 or 2).  The problem I'm having is I can't figure out how one row can reference the value in another row. Alternatively, if I could access the generated row total (see 6 below), I could then test to see if it exceeds 3 but can't figure out how to access the row total. See example below, John Doe has submitted entries in two categories, Electronic and Print of 4 and 2, respectively. He has submitted a total of 6 entries. His Elec row exceeds the value of 2, which is why he's been flagged with the excessive 2. If I could access his total (6) then I can flag this as exceeding the value of 3. Any help would be greatly appreciated. Thanks in advance.

 

John Doe                  |                 6|              

     Electronic              |                 4|            2

     Print                      |                 2|               

 

 

7 Replies

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    SteveNBethesda I believe the easiest way to do that is by adding a few columns to the source data for a regular pivot table. Alternatively, use Power Pivot and some DAX measures. Both demonstrated in the attached file. 

    • SteveNBethesda's avatar
      SteveNBethesda
      Copper Contributor
      Okay, I now see the file, but cannot make sense of the solution.
      • Riny_van_Eekelen's avatar
        Riny_van_Eekelen
        Platinum Contributor

        SteveNBethesda Then I may have understood your intentions based on your small example alone. Can you share a file with some realistic data and the result you would like to achieve. Preferable for more than just one individual.

        Save the file on OneDrive or similar and share a link in your respons.

         

        And just to complete the picture, what platform are you on (PC, Mac) and which Excel version do you use? Where does the raw data come from? Can you change it or aren't you able to touch it?

    • SteveNBethesda's avatar
      SteveNBethesda
      Copper Contributor
      Hi Riny,

      I appreciate your prompt response, thank you. Unfortunately, I don't see the attached file. Can you please try again.

Resources