Sum of Specific Expense Type

Sathish_Kanna
Sathish_Kanna Member
in Beast Mode

I have 5 different Expense Category and want to bring the sum of a specific expense category. What should be the formula

Best Answer

  • nmizzell
    nmizzell Contributor
    Answer ✓

    Try

    sum(case when Parent Expense Category Name= 'P-CARD' THEN Transaction Amount END)

    When working with pivot tables, I find it easier to re-structure the underlying dataset to get the desired pivot format. Beast modes can be a hit-or miss when the goal is to display a customized calculation in a pivot table.

Answers

  • MarkSnodgrass
    MarkSnodgrass Coach

    Depending on what you are actually displaying, you could simply drag your expense category into the filters and filter to that specific category.

    If you need to still show the other categories, you can create a beast mode that only sums that category like this:

    SUM(CASE WHEN category = 'mycategory' THEN valuefield END)

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  • Sathish_Kanna
    Sathish_Kanna Member

    CASE WHEN Parent Expense Category Name= 'P-CARD' THEN SUM(Transaction Amount) END this formula gives me the sum at a total level. IN the pivot table I have the business segment and the function for which the individual values do not show up.

    So basically I want the expense category numbers total by Business function level too in the pivot.

  • nmizzell
    nmizzell Contributor
    Answer ✓

    Try

    sum(case when Parent Expense Category Name= 'P-CARD' THEN Transaction Amount END)

    When working with pivot tables, I find it easier to re-structure the underlying dataset to get the desired pivot format. Beast modes can be a hit-or miss when the goal is to display a customized calculation in a pivot table.

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