Add sums and values in pivot tables—ICRW

A running sum for a measure column enables you to see the total of all previous rows in the column. In pivot tables, you can include running sums or a relative value in measure columns. Adding a running sum or relative value does not affect the actual data in the report or the pivot table. Interactive Custom Report Writer (ICRW) displays the data without changing record data.

Include a running sum

In a pivot table, you can include a running sum column to show a running total for each record in the list of a measure column or row. Running sums do not affect the report results, they’re only used to show the running total.

You typically duplicate a measure column to create a running sum column. Duplicating a measure column allows you to show the sum alongside the record values. A running sum applies to all totals. Intacct totals the sum for each record separately. If a record gets added, edited, or deleted, the sum reflects the change. The running sum for each record is computed separately.

Restrictions for including a running sum

• Pivot table has multiple sections, running sums cannot cross sections.
• Measure display spans more than one column or row, the order is to total left-to-right and then top-to-bottom.
• A running sum (RSUM) function in the column, you cannot include a running sum.

Display a measure as a running sum

1. Open an ICRW report and go to the Views panel in the lower left portion of the window.
2. From the dropdown menu, select Pivot Table.
3. In the Layout panel, go to Pivot Table and scroll to Measures.
4. Find the row or column to which you want to include a running sum, select (More options), and select Display as Running Sum.
5. Select Done to return to the view and see your changes.
6. Optionally, format the column and set the column title.

Use a relative value

In a pivot table, you can show a calculated measure as a percent or an index. This option allows you to see the relative value compared to the total. Values appear as a number between 0.00 and 100.00 percent, or as an index between 0 and 1.

Show records as a relative value

1. Go to the Layout pane of the pivot table, select the measure column for which you want to include relative values, and select (More options).
2. Optionally, select Duplicate layer to duplicate the column, leaving the original visible and unchanged. The measure appears a second time in the pivot table with the same name.
3. Select (More options) and select Show Data As. Show Data As can only be used for calculated measures.
4. Choose Percent of or Index of, then select the appropriate option. The options change based on your selection.
5. If you have duplicated the column, select (More options) and select Format Headings. Then, in the Edit Format dialog, enter a new column title in the Caption field.