Does anyone know if there is a way to create a calculated field in a pivot table GI within Acumatica?
Am trying to sum totals sales / costs / margin and margin % by various objects. My GI has each of these at the row level, but when summing in a pivot table, margin % is obviously not correct. Pivot function seems to support % of row / column, but not % of a specific column (ideally would just sum margin / price for %margin).
Any suggestions, greatly appreciated.
Thanks,
Dave
+18
Hello,
I am not a pivot table expert, so spent some time searching this Community for previous posts that may help you. I hope these posts give you ideas and lead you to a solution.
Thanks Laura. Yes, this helps, but not exactly what I’m looking for. Understand I can make a separate GI with the aggregated data I’m looking for (% margin by category), but the tradeoff being I lose the drill down available from Pivot tables. Ideally, Acu adds the capability for % of column within Pivot table similar to what is in excel today.
Cheers,
Dave
Hi
Unfortunately not yet. Don’t believe it is possible as is with the platform today.
+1
My only thought is that you’ll have to create a customized view and use that to create a GI and then pull the pivot table from there. I’m in the process of trying to do the exact same exercise.
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