How To Create Calculated Field Based Off Two Avg Fields In Pivot Table
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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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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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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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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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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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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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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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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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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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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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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May 26, 2012
Can I create a calculated field based upon the count of data items in fields as opposed to sums. My data is confidential so here is a dummy example:
Can I take the count of Cars per individual salesmen and divide by the total count of vehicles? Ultimately, I will need to code this into VBA once I know if it can be done.
Vehicles l salesman
car1 Bob
car2 Kelly
car3 Bob
car4 Bob
car5 Tim
car6 Tim
car7 John
With this result:
Salseman l Percentage of Vehicles
Bob 43%
John 14%
Kelly 14%
Tim 29%
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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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Oct 17, 2006
Is there any code or way to generate the compete list of fields that are selectable from the " PivotTable Field list"?
I have various cubes I need to check and compile the list of fields for each.
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Nov 9, 2011
In the "Pivot Table Field List" I have the option to "Choose fields to add to report". I have a large number of fields that I want to choose and "Add to Values" - so it is tedious to select each item individually.My question: Is there any possible way select multiple fields at the same time? e.g.
a "select all" option, orhighlighting a range of the available fields (either by dragging or holding the shift key)I've looked / tried above with no luck.
Any Excel Add-Ins out there that might address this? I'm fearing not since my searches have come up empty.
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Apr 21, 2014
I have two or more fields of data, where parts of them are auto populated based on inputs from elsewhere. That part i have working fine, however the problem arises in taking that information and displaying it as a Bill of Materials list on another tab in my excel file. I want to take the information, and only display it in the BOM tab if that piece of information is being used (ie item count field not being 0). I know how to do that part in a rather simple format, however i'd prefer to make it so that when i have the list, and a certain item isn't used then its not included in the BOM, and an empty space is not left behind. I would prefer this to be all be done automatically by a formula if possible instead of just having to resort to sorting the table every time the tool is being used.
Is this even possible in excel, A quick example doc is attached, shows 2 example fields. i'd like to take the information from those 2 fields. and somehow create a single list, with a single heading along the top, with all row containing a 0 "Unit Count" to be omitted entirely from the list, and not have a blank space where the item should be. Keep in mind these fields may be greater than 2, and may not be position one after the other in a strait down line.
Example.xlsx
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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 20, 2007
I'm getting an error message in when I attempt to create a pivot table calculated field formula using the SUMIF function. My questions are (A) Can SUMIF be used in a pivot table calculated field and (B) If Yes, then why am I getting an error message? To expand more on my second question(B). My scenerio is as follows.
I need to compute the Total Inventory Value (Quantity X Cost) of all our inventory that is aged over 60 days. I have a "Total Value" field that gives me the inventory value at a sku level. also have a "Days Since Last Receipt" (DSLR) field that gives the Days since the Inventory was last Received at a sku level. For Example:
SKU A --Total Value=$100 -- DSLR=50
SKU B --Total Value=$75 -- DSLR =70
SKU C --Total Value=$40 -- DSLR =80
Using the above scenerio and example I tried to execute this calculated field formula: =SUMIF(DSLR,">60",Total Value). However I get an formula error message.
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Sep 26, 2007
I have a pivot table which draws data automatically from a database
What I would like it for the customer field of the pivot table to only equal the customers which are present in another worksheet (Column A:A)
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Jul 2, 2014
I have my raw data in one Worksheet and have made multiple pivot tables based off this data. Since I needed to have the same calculated fields in all these Pivot Tables, I used to simply duplicate the pivot table sheet and edit the pivots to create a new table.
Now, I'm trying to create a new pivot table from scratch, by selecting the base data table and going to "Insert Pivot Table". However I see the same Calculated Fields and upon removing, the field is removed from all other Pivot Tables.
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