Forum Discussion
Pivot Table group positive and negative data
As you can see in the below image i have created two separate Pivot tables to group the positive and negative values separately.
1. Is there a way to group positive and negative value as sub groups in a single Pivot table instead of two like i have done.
2. Can i use the grand total of positive values and then divide each negative values by the income grand total to get the percentage of the expenses ie. (Each expense)/(Income grand total)*100
This way i can calculate what percentage of my income makes up each of my expenses.
Attached an example with a single [Amount] column with Positive & Negative values:
Edit the query in the attachment and follow the steps in APPLIED STEPS (all done with the UI). Once you've separated your [Income] & [Expense] (the added Custom steps) and removed [Amount] that's no longer necessary, right-click on column [Category] and in the drop-down menu select Unpivot Other Columns
IMPORTANT:
- For [Expense] you'll see I used function https://learn.microsoft.com/en-us/powerquery-m/number-abs to convert to negative [Amount]s to positive. If you want your Expense to show negative in your PivotTable then remove Number.Abs (you will have to adjust the Graph DAX measure)
- When you add Custom Columns [Income] & [Expense] Power Query doesn't auto. Type the columns. Taking ex. [Income] when you create it, it displays exactly as below in PQ formula bar:
You must edit the formula and add, before ): , type number then Validate:
You must do the same for the [Expense] column
Reason is: default data Type in Power Query is Type any. Column(s) of Type any loaded to the Excel Data Model will be assigned the Type Text (no Sum, Avg... possible)
11 Replies
When you find a minute, When Array table is updated/ sorted, the adjacent column cells aren't aligned/linked is pending your feedback...
Re. your Pivot Table question the following is doable (there's a blank row between Categories for clarity but it can be removed) but not with a classic Pivot Table only, this is a single Pivot though:
You tagged your thread with Excel, Excel on Mac, Excel on mobile, Power BI. The above is acheivable with Excel >= 2013 on Windows and Power BI but not on Excel on Mac. Interested?
- Hi Lz.,
I use Microsoft office 365, with the latest excel version. Please provide your suggestion.Hi Rohan110
Sample attached:
#1 Table1 is loaded to Power Query to Unpivot [Expense] & [Income] (kept the default "Attribute" column name - easy to change)
#2 Unpivoted table loaded to the Excel Data Model (Windows only)
#3 A couple of DAX measures (don't ask too much I have very basic knowledge)
