Excel 2010 :: Pivot Table Add Calculated Field Based On Certain Text In Report Filter
May 29, 2014
Any way to create a calculated field in an Excel 2010 pivot table that will find all the Transaction Types (Report Filter) with "transportation" in them and make the field Quantity 0 and leave all other quantities the same? I do not want the quantity of transportation added in twice and may not have the flexibility of adding a column to the raw data.
I used the formula below in a calculated field and it does not match the values using the added column to the data file.
=IF(ISERROR(SEARCH("*transportation*",'Transaction Type')),Quantity, 0)
I am trying to get the sum of Quantity field to equal the AdjQuantity field using a calculated Pivot field and not add a new column to the data.
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Feb 20, 2012
Is it possible to set up the second level of a report filter based on the value of the first report filter. I have a pivot table that needs two report filters: first is the location and the second is the department. What I want to do is have the user be able to select the location and then only show valid departments for that location. I know that this is possible if I set up a form and have the second field be a query against the first. I can create a calculated field but I cannot put that in the report filter area.
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Jul 21, 2011
I have a set of four pivot tables on a sheet that I need to programmatically change a Report Filter (Page Field) so I can create sets of reports in an automated fashion. This will be the first step in that process. The change will involve choosing > 1 Role each time the code loops through based on Named Ranges I've defined that are associated with that Role.
My code thus far:
Code:
Sub TestCode()
Dim pt As PivotTable
Dim pf As PivotField
Dim pi As PivotItem
[Code]....
emm_dc_gsr is one of many Named Ranges that will contain a variable number of elements. Just using the one right now to see if I can get the code to work, I'll eventually make another Named Range/Array of all them so I can loop through each Report ("ReportPick").
I want the Report Filter to consult that Named Range for its values and apply those values to PivotField "Role" that is used as a Report Filter.
When running this code above, I get a "Role" Field that says "All" but no values (the table is completely blank), with no evidence as to why it'd be blank (all filters in every Report, Column and Row are working normally and are filled in). When I choose a value manually after the code is run, the pivot table values populate. Do I need to somehow index the Named Range in that loop? I'm just confused about this step right here:
For Each pi In pf.PivotItems
If pi.Value = RolePick Then
pi.Visible = True
Else: pi.Value = False
When I've run other versions of the code, I've gotten an array version of it to "work" using LBound and UBound, but it never chooses the right two values even though those are verified as stored in the array via a pass-through. It chooses the first few values in the Report Filter.
Here's the corresponding code for that:
For i = LBound(myArray) To UBound(myArray)
pf.PivotItems(i).Name = myArray(i, 1).Value
pf.PivotItems(i).Visible = True
Next
I do not care if I use an array or a Named Range. I just want something that is simple and works. Passing the values directly from the named range seems easiest to my brain, but I'm open to anything and I'm clearly missing something (probably silly).
I also have no idea why " .AutoSort xlManual, .SourceName, .EnableMultiplePageItems" is necessary though every piece of sample code I've seen seems to have some variation of it.
(Using Excel 2010, Windows 7.)
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Jan 10, 2014
I have a perfectly working pivot table and I would like to make some graphs based on the report filter. My report filter has 4 categories, with each more than 10 sublevels.
When I make one pivot graph/chart, this goes fine, the data is ok, and I am happy. But one I make a second, and thus adjust the report filter, the first graphs changes according to the filter. I dont want that to happen
Ultimately I would like a powerpoint presentation with multiple charts, based on one table, with different report filter filters. Updated ONLY on the values, not the filter.
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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 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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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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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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Oct 2, 2013
I'm having an issue getting the correct results from a calculated field in a pivot table in Excel 2007.
In column A I have "Business Name", in B I have a sum of the amount of lines a customer has, and C is a MAX of the number of employees the customer has at their location.
In one example I have a business with sum 50 lines and max 30 employees but when I try to make the calculated field 50/30 (should equal 166%) i get 9.2% instead.
The reason appears to be because there are 18 types of lines the customer has and 18 x max 30 = 540 and 50/540 is 9.2%. In the attached example it's all the same business location so the total number of employees (30) is the same for each row and each row in the raw data is a set of lines with similar features.
I attached an example. CalcFieldProblem.xlsx
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Apr 5, 2013
I have a pivot table that I want to update via VBA based on dates user inputs on an input tab. (Want to use the Between function)
The Date field is in the Report Filter section (as I don't want it in the row or column area), but when I click on the dropdown arrow, I don't get any option to filter the date at all. I've double checked that the dates in my datasource are formatted for a pivot table, but that doesn't seem to be the issue.
When I use code I've found on this and other sites, it also doesn't work. When I run it, I get the following error at the "If Date DateValue(PI.Name) < StartDate Or DateValue(PI.Name) > EndDate Then..." line
Error Message: Unable to set the Visable Property of the Pivot Item Class
Code:
Sub Test()
Const StartDate As Date = #1/15/2013#
Const EndDate As Date = #2/13/2013#
[Code]....
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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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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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Apr 25, 2014
I have a Pivot table showing costs of several types of items.
The issue is, the cost of an item is not in U$, it is in amounts of the unit value (example: Unit value of an item (cell A1) = U$500, and Item Cost (cell B1) = 2, the total cost is U$1000).
So instead of showing just the Item Cost (U$500) in the pivot table, I need to show 500*2 (A1*B1) which would be U$1000.
Can this be done in Excel 2010?
I don't want to create a new column with that multiplication, because I'm doing a monthly cost for the items.
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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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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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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 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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Feb 21, 2012
I have created a pivot table in Excel 2010 that lists amounts used of particular items each month. Inside the pivot table value field settings i have changed the show values as field so that it displays the difference in usage from this month to last.
However if i now select a top 10 filter it only filters by the total number used as opposed to the difference in usage from one month to the next (which is the values displayed).
Is there a way that i can filter by top 10 by the actual values displayed in the pivot chart and not just the underlying data that creates it?
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Sep 1, 2011
'Pivot Table Calculated Fields" - Below is my pivot table.
I need the pivot table to subtract 'February' sales figures from 'January' sales figures to get the difference (variance).
I know the following steps:
1) Click on the Pivot Table
2) Choose "Formulas"
3) Choose "Calculated Field"
4) In the "Name" field - type in the name that I want "Two Month Variance" (for example)
5)......then I don't know what to do
Sum of Quantitymonthsupplier idjanfebGrand Total
754466163150842519337568263901785022875682639410025035075682639500
75682639642523866375682639780012492049756826398209209756826399292292
756826400264264756826401178178757494037292292761034919209209867233456264264(blank)
Grand Total245154236931
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Aug 12, 2010
In Excel 2010; the pivot Tables drop down filter is limited to 10,000 records. if more than 10,000 are available then a message saying "Not all items showing" is displayed at the bottom of the list.
Clickin on the message would display a window saying: "This field has more than 10,000 items under one or more parent items. Only the first 10,000 items are displayed under each parent item."
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Dec 22, 2011
In the coming months the company i work for will be transferring from Excel 2003 to Excel 2010 (i know, a little late......) and now i am testing some things at home.
We deliver lots of Excel reports to our clients where we are using Pivot tables. In excel 2003 we where able to hide items from the dropdowns using properties - hide items but when i now open an excel 2003 file in excel 2010 and want to filter the pivot table to (let's say) another month i see all my hidden items.
Is there an option in excel 2010 to hide items like i could do in 2003? (either regular option or VBA)
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Aug 29, 2013
So I was wondering if it were possible to completely lock a pivot table, almost like protecting the sheet, but to allow the report filter field at the top of the table to be used. So what I'm trying to show is our net rev accounts in the rows & quantity and amounts as the value all fixed and unable to move about or drill down; but then have our product titles at the top in the report filter which you can still use to be able to select specific products.
I understand that I could make a big old page of drop down lists and vlookups and sumifs etc etc, but surely the above would be way quicker, plus I wouldnt have to bother checking it all works regularly!
I'm currently running this macro, which nearly does the job, but the data and row labels are still able to be manipulated. So... changing the macro, or doing something completely different?
Sub KillPivot()
Dim pf As PivotField
With ActiveSheet.PivotTables(1)
[Code]....
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May 28, 2009
I have a pivot table created from a data table with three columns: Date, Sales, and Customers. I have the Date column in the Report Filter and I want to change the date based upon a value in a cell range named Date, of all things. The pivot table is located in another worksheet and the range Date is changed by a spin button in the active worksheet.
My code is:
Sub ptDate()
Dim pt As PivotTable
Set pt = Worksheets("Pivot Tables").PivotTables("PivotTable1")
pt.PivotFields("Date").ClearAllFilters
pt.PivotFields("Date").CurrentPage = Range("Date")
End Sub
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Aug 8, 2012
I was wondering if it is possible to create a custom pivot table report filter? I would like to take an existing pivot table report filter and manually add values into it. I would like to do this because I have multiple pivot tables, some with the same values and some with different values and I have a VBA code from Contextures that applies a mass filter to all fields with the same name. So if i could manually add values into one report filter, I could filter from one location and have all my pivot tables update at the same time if they contain the value that i would like to filter by.
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Dec 13, 2012
I have two fields where users enter a security identifier (cell P1) and the declaration date (cell P2) and i'd like to be able to pull all the records from the master table (A1:K10) where the security id matches (column H) and the request date (column C) is <= the declaration date (i've attached a sample file for your reference). I tried using a pivot table but it doesn't let me filter for "less than or equal to" values for the request date.
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