# Adding Calculated Fields To Pivot Table

Jun 7, 2013
I have fields "Day", "Posts", "Impressions" in a pivot table and I need to create a new metric for the average Impressions per Post. Ideally, this new metric should function just like the other fields in the pivot table, and not just static, because I'd like to break it out not just by Day, but also Time, etc.

Day

Count of Posts

Sum of Impressions

Impressions Per Post

Monday

52

1,881,468

[Code] ........

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Jan 21, 2012

I am trying to use a summary field in the pivot table in a new calculated filed, but am unable to do so. Let me first describe the context so its easier to understand:

I have a collection of customer purchase records, which look like the following:

Customer Name, Customer ID, Purchase Amount, Activation Date

-------------------------------------------------------------

John , 100 , $150 , 2011-04-01 17:07:50.0

John , 100 , $250 , 2011-04-01 17:07:50.0

Paul , 101 , $125 , 2011-08-20 11:10:27.0

I have several 1000 records like the above and I need to create a summary report which looks like:

Customer Name, Total purchased, Activation date, Avg monthly purchase

-----------------------------------------------------------

John , $350 , 2011-04-01 , $175

The average monthly purhcase needs to be calculated based on the date of report generation. So in the case above, the average is calculated as of 2011-06-01.

In order to generate the report above, I created a pivot table with "Customer Name" in the "row labels" section and "Pruchase amount" and "Activation date" in the "values" section of the pivot table. When I try to calculate the "Avg Monthly Purchase", I'm running into the following problems:

1. The activation date is not being displayed as a date, but instead shows 0, when I set the value field settings to "Min"

2. I tried to create the "Avg Monthly Purchase" as a Calculated Field and then use the "Sum of Purchase Amount" field that the pivot table calculates. However, I'm unable to reference the "Sum of Purchase Amount" field in the calculated field.

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Mar 29, 2012

I have a pivot table listing different company names in the first column under 'row labels' and there are calculated fields, a count and an average in columns B and C respectively. Is it possible to insert another field in column D that calculates the difference between values in column B and C (even though they are calculated fields themselves)?

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May 23, 2007

Worksheet A contains two columns, that maps individual operations to their unitary cost:

COLUMN 1 = a list of operations

COLUMN 2 = the cost associated with each operation.

I can do a vlookup on this worksheet to retrieve the cost of each individual operation.

On another worksheet, I have a pivot table with a field that produces the sum of operations performed by type of operation, eg.

operation 1 was performed 5 times

operation 2 was performed 7 times

operation 3 was performed 4 times

I want to add a calculated field in the pivottable, that would output the total cost per operation. The formula for the calculated field in thepivot table would be

= operation * vlookup("name of operation","range for lookup table",2,0)

... unfortunately, "references, names and arrays are not supported in pivottable formulas".

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Feb 12, 2014

I have a Pivot table that pulls the Avg of two fields for two months, see example below.

Avg Gross $ Avg Net $

Jan 2014 20 10

Feb 2014 30 20

sample 1.png

See sample attached.

The Avg Gross and Net is shown by going into the values and selecting "Summarized value by -> Average".

On the right side of this Pivot, what I wanted to do is to show a Avg Gross to Net $ in this pivot. So the formula should take "Avg Gross $" - "Avg Net $" = Avg Gross to Net $.

I am having trouble calculting this new field in the pivot table using a calculated field because the Calculated field pulls the variables from the existing field list and there isn't a field called "Avg Gross/Net"....I need to find a way to calculate the Avg Gross to Net into the Pivot table so I can pull a pivot graph out of it.

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Dec 5, 2006

My Pivot Table data section contains calculated fields and normal fields...both have sub and grand totals. The calculated items are correct but. the calculated field totals are incorrect. The normal field totals are correct. The calculated field totals are ... the True total multiplied by the number of items!

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Dec 31, 2013

I created a nice excel file with some cohort analysis regarding the number of months customers of different cohorts stay with a company. Basically I do a little manipulation on the raw sign-up data sheet and then run a pivot on it.

I want to see the cohorts in two ways:

1. number of customers.

2. $ from customers.

I have the first 1 and I want to get the second one without going through the same procedure again (i.e. manipulating the raw data). In order to get the $ terms, all I need is to multiply a $ column in each row in the columns that indicate the number of months that passed since a customer joined (see the attached example file please). When I try to do it with calculated fields in the pivot table, Excel multiplies the total number of customers with total $ from them all put together, which is of course wrong.

Any way to achieve what I want without having to created another data sheet just for $ terms?

I believe the attached excel file: dummy_for_cohort.xlsx

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Mar 14, 2013

I have a worksheet with two pivot tables, one of which is visible to the user. Ideally, the user should be able to change the "Row Label" field settings of the visible pivot table and then press an "update button" that then adds the same field to the second pivot table.

Ideally, the ordering of the fields should also be made similar between the two tables, though this is of less priority.

I imagine it would be something in the style of:

"If number of Pivot1 active row label fields = X then

Pivot 2.AddRowLabelField = Pivot1.RowLabelField(X)

end if"

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Jan 21, 2014

Can I add a calculated field formulas in Excel pivot table. Such as CONCATENATE?

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Mar 26, 2014

Ihave a pivot table that takes data from a table, groups the duplicate items and adds their values up - so it shows just one entry for each item. I now want to add a calculated field in there so that I can divide one of the fields into another.

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Mar 4, 2014

I'm trying to insert a calculated row in a pivot table. I keep getting the error message 'Pivot table items can only refer to items in the same field as the calculated item'

Below is the format of my data:

Region(All)

Sub Division(All)

Sub Cluster(All)

Cluster(All)

A/C Level 3(All)

A/C Level 1(All)

A/C Level 4(All)

A/C Level 5(All)

Division(All)

Values

A/C Level 2Sum of FY11Sum of FY12Sum of FY13

Net Revenues 100 200 300

Op Exp 50 40 30

Calculated Field50 160 270

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Jun 21, 2009

Attached is a worksheet example, of my beauty salon with 5 therapists.

The input sheet - is the shhet into which I input data on a daily basis.

Weekly inc - This sheet shows the total that each therapist made in apivot table based on the input. The week numbers are 1 to 52 (or 53) depending on each financial year (07/08, 08/09 etc).

What I want to do is either have another pivot table or to add an calculated item to the weekly inc pivot table showing me how much commission each therapist took each week? This is to be done automatically by excel.

This commission is calcluated by using the target comm figures - E.G. Leanne's target is £480 - so she has to earn £480 a week before getting a commission. So if in a week she earns £500 - she will get a commission on £20 (£500 - £480). The commission is 10%, so she will earn £2 that week.

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Feb 18, 2012

I'd really like to include the yellow fields below inside the Pivot Table but I can't find a way.

On the collumn Label I have the Category, which can be Budget or Forecast. Then on the Values Field, I sum the Revenues.

RevenuesCategoryVar GrossBudgetForecastK â‚¬%Total285.264142.548-142.715-50%

I want to calculate the difference between Budget and Forecast, in â‚¬ and %. I was trying to use a calculated Item but whenever I place the cursor on the Budget, Forecast or Category cells and try "Calculated Item", I get an error message saying that the Item cannot be modified..

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Jun 19, 2012

I have a pivot table with 2 row filters (dept and name) and then three columns - Year 1, Year 2. I need to add a calculated field inbetween Year 1 and 2 to show the variance in dollars from ( Year1-Year2) as well as an additonal a column that shows the percentage change between the tw o years . I know I can copy this over and add formuals in Excel but I need to retain the features of the pivot tables due to the 2 row filters?

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Aug 13, 2014

Is it possible to create a Sum of Count Calculation on a Pivot Table?

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Mar 18, 2014

I have a data that consists of months, forecast and actual.

I've created a pivot table where; months is on the row, forecast and actual is on the values

I wanted to know the percentages between forecast and actual (forecast / actual) to see how it perform each month.

How do I go about inserting a pre-defined named called "percentages" on pivot table with calculated field or calculated item on pivot table itself?

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Apr 26, 2012

I have and excel sheet that pulls data from an external source (ServiceNow) via MS Query.

From the exported data, I have the following:

Date opened (MM/DD/YYYY HH:MM:SS AM/PM)

Date closed (MM/DD/YYYY HH:MM:SS AM/PM)

calendar_stc (this exports in seconds, such as 136) (this equals date closed minus date opened for each record)

assignment group

From this export, I'm trying to make a pivot table to show the average calendar_stc per assignment group, per month, per year; but in hours, not seconds.

I thought this was an easy process, create pivot to group row data by years then by months. Then add in assignment group to to the Rows as well. From there, I added to the values section of the pivot the calendar_stc. The default, of course, is to sum each row. But I need the average so I switched it to average. Now it is showing the correct average calendar_stc in seconds per group. To make it hours, I figured I could add in a calculated field. To do that I added the formula of =calendar_stc/60/60 for the calculated field. When I hit okay, it's giving me the SUM in hours for each row. Modifying the field settings to average does not change the numbers. So I went back into the formula and modified =average(calendar_stc/60/60). And that is not working either.

Here is an example to show the math with my formula.

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Feb 5, 2014

I am trying to create a dynamic pivote table that can be update using a value in a cell. I can get everything updating and working correctly except I am unable to remove the one calculated feild from my pivot table. I am able to remove all other fields without problem. Code below: (lines 13 and 14 is the code that i cant get to work)

Private Sub CommandButton1_Click()

Dim dt As String

Dim dt2 As String

On Error Resume Next

dt = Sheets("Executive Summery").Range("M1")

dt2 = dt & "2"

[Code]....

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Jun 26, 2014

I am trying to calculate a ratio for Hours per Ticket by month. I have a pivot table that COUNTS tickets and SUMS hours per month. I was hoping to create a calculated field to the jist of COUNT(Tickets) / SUM(Hours), but this does not work because calculated fields aggregate data.... I was hoping to keep it all in a pivot table so that I can still use slicers.

Pivot Table:

Rows: Years, Months

Values: Tickets (Count), Hours (Sum)

Month

Tickets (count)

Hours(sum)

Throughput (Calculated)

2013

Apr

65

22

2.97

[Code] ..........

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May 24, 2007

I have cut down my problem to its simplest form - in the real world my spreadsheet is significantly more complex but the attached spreadsheet demonstrates it nicely!

The data is straightforward. PT1 shows the data without a calculated item whilst PT2 is the same PT but with the addition of a calculated item for GP (i.e Sales - COS). Unfortunately adding this has resulting in the PT growing and adding "ilogical" combinations of data that didn't exist in the source data.

In my current project I have "cheated" by using a helper column and filtering on this using the Worksheet_PivotTableUpdate event to hide the unwanted rows but surely there must be a way of removing them "properly".

Another problem, and I guess this is just the way it is, is that my PT takes ages to calculate presumably becuase it is calculating this formula for every combination of values?

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Jun 9, 2014

I have a Table with 2 columns "Due Date" and "Completed Date". The pivot table from the table gives the count of each column. I want to have a calculated column giving the % complete, ie. "Count of Completed"/"Completed Date"*100. When I attempt to create this formula (using Pivot Table Options > Fields Items and Sets > Calculated field), I get a DivZero error, even though both columns are not zero. How do I create such a calculated column?

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Mar 17, 2014

I have an issue with a calculated item in my pivot table, because in the totals and subtotal it shows the sum of the column but I want to show the formula that I've specified to the calculated item.

For example, in the attached file, I have in rows the field "name" that has four values (A,B,C,D), in columns the field "Groups" that has "G1" and "G2". I add in the rows the calculated item "G1/G2" that has the formula G1/G2. The problem is that in the total the column "G1/G2" doesn't show the division of the total of "G1" and "G2".

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Oct 12, 2007

I have a Pivot table.

Layout:

Rows: City, Restaurant, Cashflow

Column: Date (Month/Year)

DataField: $Amount

"City" might be 7 cities

"Restaurant" may be 32 restaurants, some in some cities; but not other

"CashFlow" can be either "Revenue" or "Expense"

The layout of the Pivot table is nice, only shows the Rows where a State, Restaurant, and CashFlow entry exists for at least one Date on that row. And there are no extraneous rows for combinations that don't exist.

Now.... the trouble...

I added a Calculated Item, "Profit" which = "Revenue" - "Expenses".

Now, every possible combination of State and Restaurant appears in the pivot table displayed. Only the "Profit" (calculated item) is shown for the previously hidden rows; and of course it's "$0.00" since there are no "Revenue" or "Expense" entries.

How can I get the Pivot table to not display the results of a Calculated Item row, when there are no entries otherwise for that row combination?

Is there a way to condition the Calculated Item to not calculate if there are no data entries in the addends for a particular combination?

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Mar 19, 2009

I believe that I am finally getting the hang of pivot tables and VBA ... pretty nice. Now for my latest frustration - calculated fields.

I have a pivot table created which compares two years of data. The problem seems to be that this data is from the same data field (PINSAL) even though it shows in two columns (year 2007 and year 2008).

1 - I need to subtract the 2007 figure (column C) from the 2008 figure (column D) in a calculated field called DollarVariance

2 - I need to divide DollarVariance into the 2007 figure to create a calculated field called PercentVariance

This seems easy to do if I had two different variables used to create the 2007 and the 2008 data but it is the same datafield. Can I use column letter? Can I use the column name assigned by the pivot routine (12 - 2007 and 12 - 2008)?

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Sep 6, 2012

How to incorporate a calculated field for a sub group.

Here's what the data in the table looks like.

Competitive

Managed

ID

A

B

C

A

B

C

[Code] .....

I am looking to get 3 calculated fields onto the Right hand side that would essentially be the following Formula

=IF(L4"",IFERROR(D4/H4,"n/a"),"")

Thus,

1st Column

=IF(Competitive(A)"",IFERROR(Competitive(A)/Managed(A),"n/a"),"")

2nd Column

=IF(Competitive(B)"",IFERROR(Competitive(B)/Managed(B),"n/a"),"")

3rd Column

=IF(Competitive(C)"",IFERROR(Competitive(C)/Managed(C),"n/a"),"")

The other option would be how to set up conditional formatting to always take on the appearance of Column K of the pivot table. Thus, this calculated section would always appear as though a part of the pivot table and would adjust based on any pivot table items being expanded and collapsed.

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Dec 10, 2013

I created a custom formula for a pivot table.the existing columns are weekly averages.I made a formula to calculate the average of 5 individual weeks.But when one of the value is blank.Blank cell is considered as zero.and hence the final average is wrong.

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Feb 8, 2014

CountryHourDataTotalData

Austria - A10Sum of SeiA51CountryHourSum of SeiASum of SeiT

Sum of SeiT4.88Austria - A10514.88

1Sum of SeiA561562.83

[Code]....

left side pivot created in vb 6.0 & right side pivot table created manually in excel.

i want to generated pivot table using vb 6.0 same as right side pivot.

Set PRange = ws1.Range("R1:Y" & finalrow)

Set PTCache = wb.PivotCaches.Add(SourceType:=xlDatabase, SourceData:=PRange)

Set PT = PTCache.CreatePivotTable(TableDestination:=ws2.Cells(1, 1),

[Code]....

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May 2, 2007

I am trying to find a way to count the total number of pivot fields in a pivot table so I can remove ghost pivot items that are no longer in the pivot table data. My code for this subroutine is as follows;

Sub RemoveGhostPivotItems()

Dim ghost As PivotItem

Dim pt As PivotTable

Set pt = ActiveSheet.PivotTables(1)

pt.ManualUpdate = True

For Count = 1 To 10

On Error Resume Next

For Each ghost In pt.PivotFields(Count).PivotItems

ghost.Delete

Next ghost

Next Count

pt.ManualUpdate = False

End Sub

My code makes an assumption that I have 10 Pivot Fields or less. It would be nice to actually know the number of Pivot Fields so my "For Count" Loop would be more efficient. In otherwords;..............

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Nov 18, 2012

I have a set of sales data and need to create a run rate which is simply = Total Sales/Selling Day

Selling day changes most days.

I put the calculation into my pivot data but it's summing up, (instead on 12 I get 720) so I changed this to Average so I get the right figure in the Pivot but when I then use this field, it doesn't use the Average amount, it uses the summed figure.

So what I need is Total Sales/X

X = Cell Reference

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Feb 27, 2013

I have 3 fields:

Person, FinancialYear, AmountUSD

Pete, FY12, 8000

Pete, FY13, 7000

Jeff, FY12, 5000

Jeff, FY13, 5500

Sam, FY12, 4000

Sam, FY13, 3500

How to create a pivot table that has a calculated field for the difference in AmountUSD between FY12 and FY13 (for each person).

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