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I cannot attached my Workbook because of confidentiality but I've attached an Excel file to demonstrate an example of what I am trying to achieve and how the database i am connecting to is structured. Below is a summary of what I am looking to do.

  • Ultimately, calculate Gross Profit as Grand Total using subtotals (Revenue-COGS). The Subtotals are fine to continue to calculate as is (Summing Total Units, Total Revenue, Total COGS). But I do not want Grand Total to sum all 3.
  • The 3 pills i have in my Rows Shelf are all in a Hierarchy in the following order: Acct Rollup2, Acct Rollup1, Account Name. Thus, I would like GP to scale/calculate as I collapse/expand
  • Additionally, I may want to add functionality to view Data by Monthly, Quarterly, or Annually so ideally solution scales with this functionality
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