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Share your product feedback

Status Future consideration
Categories Reports
Created by Guest
Created on Nov 20, 2017

Ability to do subtotals in Pivot tables (in addition to Grand Total as it is today)

For ex: if we have a dollar value (numeric custom field)  associated with each release, let's say it's the release cost - I would like to be able to add up all release costs per each product (sub-totals) in the same product line, in addition to the grand total we see today. 

  • ADMIN RESPONSE
    Dec 1, 2017

    Thank you for your idea. This is not currently planned on our roadmap but we will continue to monitor customer feedback here. One recommendation for accomplishing this in the meantime would be to use the new export to Excel option for pivot reports and perform the calculations in the spreadsheet.

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  • Chris Lenzo
    Reply
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    Jun 25, 2024

    This is a significant reason (and "running total accumulation") we are not able use Aha! pivots to eliminate spreadsheet export and analysis steps in our budget & planning process, leading to an "adoption" challenges. We "roll-up" product line budgets and activities related to "funded" Initiatives served by multiple workspaces, and it would be ideal to use subtotals during planning and throughout the course of the Initiative life span. The running totals/accumulator function would really help with setting/tracking priorities within a budget or capacity constrained product or product line.

  • Admin
    Nathaniel Collum
    Reply
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    Mar 24, 2020

    Thanks for continuing to share you use cases. How would you like to configure the pivot report?

    I was able to get a subtotals by product with the following configuration:

    • Rows: Release name

    • Columns: Workspace name

    • Cells: Release cost

    • Calculations

      • Within cells list as: Sum values

      • Summary row/column: Total

    This may not be what you had in mind though.

  • Guest
    Reply
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    Mar 23, 2020

    This would be great to have, as pivot tables are used for showing groups of info. Subtotals would make sense. We'd like to utilize the real time reports in Aha, and not export to Excel and modify each time the report is published for management review.

  • Guest
    Reply
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    Oct 1, 2018

    Having a subtotal by a group of items would be extremely helpful.  You can use a filter and select each grouping to get the total.  We are using pivot tables for financials more and more.

  • Guest
    Reply
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    Dec 1, 2017

    Yes! We just identified this too!  Exact use case as described.  And in response to the admin, we are trying to avoid exporting to excel and using the reports directly from Aha so that we have live data in the reports or the notebooks and reduce creating multiple docs that provide the same information.