# Pivot Table - Calculated Field / Item?

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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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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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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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 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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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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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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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 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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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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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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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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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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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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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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Apr 23, 2008

In building my pivot table my data that I want to show in the column area is showing up as rows stacked on top of each other. In the column section I'm trying to show Total Budgeted Amount next to Total Actual Amount but on the layout it's showing the two stacked on top of each other is there some kind of hidden key that I'm missing?

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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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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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