Pivot Table Calculated Field To Subtract Sales Between Two Periods (not Grand Total)
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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Apr 24, 2008
i have a problem regarding calculated field.. i have data of sales of a distributor with all the accounts that he handles.. i want to get the total number of buying accounts for that distributor..
buying account is an account that bought a specific product for at least one time... even the account buy 2 or 3 times more for that specific product the account is considered as 1 buying account..
i want to use a pivot table so i can manipulate the data.. first i tried to add an additional field to my data and put the formula
"if(norbo_val>0,1,0)" where norbo_val is the total sales less the rejects. it means if ever an account have positive sales the account is considered as a buying account for that specific product. my problem is that when that account bought the same product for 2 or more times it sums all the times an account bought for that specific product..
so i decide to remove the field in my data and create a calculated field in the pivot table. i input the same formula to the calculated field and it gives me the correct result where if ever an account bought a specific product for at least one time regardless on how many times the account bought that same product, the account is considered as 1 buying account. the only problem i am encountering now is that the grand total is not summing up the total numbers of buying accounts if i list all the accounts. it seems the formula is affecting the grand total where it should add the total of buying accounts but instead using the formula of the calculated field so the result is only 1.
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Feb 20, 2008
See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.
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Apr 10, 2014
On a pivot table, I want the grand total to be the average. When I code it, the code changes all the values in the column to an average.
if a person's % for April is 95% & the sum of all the people in the table is 1924%. If I change the grand total to average, the person's april % changes to 19% (which is an average instead of a total.
[Code] .....
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Feb 6, 2013
I am building a Pivot table and I need to show ONLY the Grand totals at the end of the table. In the example below I want to show only Total volume Stage movement at the end and not the subtotals in the columns.
Column Labels
Pipeline
Best Case
Commit
Closed
[Code]...
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Jun 12, 2008
I have a Pivot Table With 2 Row field:-
1st Column = Product - Apple and Orange
2nd column = Region - US and Europe
Now Pivot Table look like this
Apple - US: 100
Apple - Europe: 200
Orange - US 50
Orange - Europe 20
Total - 370
How to show instead of Total - 370
Show:-
Total - US 150
Total - Europe 220
Master Total - 370
?
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May 15, 2007
I started a pivot table for our budget and on the left side I have the account names and about 4 columns of applicable account codes to which I turn on and off when needed. On the right side I have all the budget numbers divided by quarter and halfs. On the right side, I can drop any list of numbers and it does the sum but for some reason, when I drop my 4th quarter numbers, it gives me a count and not sum. How do I change it to sum?
Second problem: I have grand totals number going down the columns meaning I have a sum of all my 1st Quarter numbers but I do not have them going across each line on row. How do I add that?
Third problem: I forgot a list of account codes to be put on the left, how can I add it?
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May 19, 2013
I have a pivot table the has a listing of potential customers and I have included meeting dates in this table. The problem that I have is that the Grand total adds up all the dates and I have a total that doesn't make sense.
I want to hide the total for the 'Date Meeting Setup' column and keep it for the others. Can this be done??
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Feb 11, 2013
I have a column in my pivot table with values that are formatted as percents. I am trying to make the grand total reflect the average of all values in the column, but it keeps showing a sum of all values.
Example: the values in the % column are 90%, 100%, and 110%. I want it to show 100% (the average), but it is showing 300% (the sum)
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Nov 6, 2013
Capture an average from the Grand Totals in a Pivot Table? If so what are the steps.
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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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Feb 21, 2014
I have several competitors balance sheets (around 15), they all have the same structure, what i will like to do is summarize all this data into a pivot table to have a grand total but also be able to filter the data by single competitor.
I have tried to do multiple consolidation ranges, power pivot, pivot but i was unsuccessful, maybe i arranged the data wrong or im not using the right solution. im using excel 2013
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Feb 26, 2014
I am trying to display data on a chart and dynamically change the items to display by manipulating the filters. What I cannot figured out is how to display the Pivot Table Grand Total column on the chart. This is the total that the pivot creates and there is no total field in the data. Hope this explanation I gave is clear.
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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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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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Jul 6, 2009
Ive attached a spreadsheet showing what im trying to achieve. basically i have a scheduling objective, in which only a few slots (AA, BB, CC) are available. so the starting availability is fixed. for this example assume the starting values are 6,7, and 8 respectively. as 'bookings' are entered, im using the value of -1 against A, B, or C respectively, to indicate that AA, BB, or CC should be decreased by 1 unit of availability.
im trying to incorporate the subtraction within a pivot table. as you can see i am way off. the hypothetical formula logic that im trying to implement within the PivotTable would look something like this:
for A,B or C, sum all (-1) values for each instance of Date and Stage... this will give total bookings
add this total value to the starting values of AA, BB, CC respectively to get the new availability
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Mar 5, 2012
Let's say I have a list of 200 customers with their business name in column A and their total 2011 purchases from my company.
How can I create a report to show the TOP 20% based on sales to grand total.
Basically, of my total business last year... I want to see the top 20% of this customer list that contributed to my total business.... and so on... to show top 40%, top 60%, etc. So, did 5 customers contribute to 20% of my total... or was it 10, 15?
Let's start with the above 1st.... but I want to also know if I can make this report (or maybe dashboard) dynamic? I'm pulling my sales from a database, and want to be able to refresh this report periodically throughout 2012. The list of customer will grow throughout the year too.
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