Sum Total Of Calculated Field In PivotTable

Apr 28, 2008

i have a database of monthly sales of a regional distributor and im using a pivot table to manipulate my data. i want to show only what account makes a positive sales for a specific product and i want to get the total number of accounts who have the positive sales. there are multiple entries in my database, the condition is if an account have positive sales of a specific product regardless on how many times the account bought the result should be 1 (meaning one buying account)

i've tried to use a calculated field in my pivot table, i get the correct result per account but when it comes to grand total its not getting the sum of the total number of accounts. here is the sample of what i need to get..

you can see that there are multiple entries but it shows only 1 per account when it has at least 1 positive sales of a specific product and 0 if it hasn't any sales/negative... and for the total it adds the number of accounts to get the total number of buying accounts..

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PivotTable Calculated Field With IF Function/Formula

Jun 23, 2008

I have a PivotTable which shows the number of packs produced in a month. I created a calculated field which shows the number of vehicles needed to move these packs. The number of packs per vehicle is dependent on two criteria, the Pack Description and the Store. My calculated field, Shunts, is described as:

=Packs / IF(Store ="Middlewich",IF('Pack desc' ="Tall",30,60),IF('Pack desc' ="Tall",26,52))

which represents the logic

Middlewich & Tall = Packs / 30
Middlewich & other = Packs / 60
Other & tall = Packs / 26
Other & other = Packs / 52

However, it doesn't work!

I know Calculated Fields can be difficult to work with, but this is crazy and I think I'm missing something obvious as I'm sure I've had IFs work like this before!
I've attached my example, also showing the values I'd expect to see.

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Aug 17, 2006

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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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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 3, 2007

The code I'm using that results in the following error message: "Run-Time Error '1004':

The pivotTable field name is not valid. To create a pivottable report, you must use data that is organized as a list with labeled columns. If you are changing the name of a pivottable field, you must type a new name for the field." Here's the code, I've seperated it into each sub hoping that will make it easier to read:

Option Explicit

Sub main_prog()
Call td_metrics_import
Call pt_td_metrics("Pivot_Page1", "PivotTable1", "PivotTable2")
Call pt_td_metrics("Pivot_Page2", "PivotTable3", "PivotTable4")
Call create_graph
End Sub...............

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Jun 18, 2014

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This doesn't seem to work, i get an error: Your formula includes a function that cannot be used in PivotTable formulas...

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Jan 27, 2009

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"The PivotTable field name is not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. If you are changing the name of a PivotTable field, you must type a new name for the field."

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Mar 29, 2008

I have a section of code that takes SO long, but I have to have it. Bascially, I need a pivot field to be set to "All", but there HAS to be a faster way. Here's my

Sub FloorCompareSetter()
Dim pt As PivotTable
Dim pi As PivotItem
Set pt = ActiveSheet.PivotTables("PinPointPivot")
' Speeds up code dramatically
pt.ManualUpdate = True
'Set the floor comparison for managers, coaches, and reps
' Make sure all PivotItems along line are visible
For Each pi In _
pt.PivotFields("Manager").PivotItems
pi.Visible = True
Next pi
pt.ManualUpdate = False
End Sub

Auto Merged Post Until 24 Hrs Passes;Also, note that I have used other techniques to speed up the process:

With Application
. ScreenUpdating = False
.EnableEvents = False
.Calculation = xlManual
End With

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Take a look at the attached spreadsheet: Value_Lookup.xlsx

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The FactTable is related to the Calendar table by "FullDate" (which is marked as Date Column in Powerpivot)

In the Calendar Table, next to "FullDate" we have 2 more dates in the same row: "1 Month Back" and "1 Quarter Back".

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Dec 14, 2011

I have a pivot table that looks like this:

Code:

productname impressions cost CPM
product1 1,000,000 4523 4.7
product2 5,000 2400 48.45
product3 3,000,500 6,000 3

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The problem is that the numbers in the CPM field are not, in practice, the results of that formula. They are averages (since it's a data field, I had to choose whether it was to be a sum, average, etc.). This means that, for example, the CPM 4.5 on the first row is not a calculation using the two numbers to its left. It is the average of the output of thousands of calculations done on the raw data, in which every line item with a productname of product1 had its CPM calculated, and then all those output CPMs were averaged together.

This is not what I want. I want a field that calculates based on what's already in the pivot table. So that the formula would be more like:

=(sum of cost)/(sum of impressions)/1000

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Mar 4, 2012

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The total is the Sum of the cells listed on Column B. I have defined my total and need to show the message, and after the user has writen down the total and clicks OK, the cell showing the total is deleted. how to make it work?

The syntax I am using is:

Range("B" & EndRow + 2) = "=SUM(B2:B" & EndRow & ")"
MsgBox "Write Total Charges to Import: "
Range("B" & EndRow + 2).Select
Selection.Delete

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Jun 19, 2012

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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)
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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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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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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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I use pivot tables extensively in my job. I have several spreadsheets that feed from acess database tables to build pivot tables. Besides the fields imported from Acess, I also create calculated fields. The problem is, for both the calculated fields and the imported fields, the number formatting does not stick. I know how to go to field settings, then to number, and change the customized format. The problem is, once I take that field out of the pivot table and bring another one with a different format (say, bring a field with currency format and take away one field with a percentage format) and then bring the original field back to the privot table, the number format is gone.

This is really annoying since I work with dozens of fields, and it takes time to change the number settings every time I change fields on the pivot table, and the number of decimal places, etc. I stress that I know how to change the number formatting on fields, it's just that it excel does not remember it afterwards.

I thought that maybe the formulas in excel might allow one to include the formating, but I have not been able to find if this is possible, and if so, how to do it. So, for example, the following formula for a calculated field:

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would be nice if the formula itself could include the number formating. I tried including something like , 0.00% at the end, but it does not work.

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Mar 20, 2007

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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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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).

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

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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"

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Sep 6, 2012

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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
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Thus,
1st Column
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2nd Column
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3rd Column
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Jan 2014 20 10
Feb 2014 30 20

sample 1.png
See sample attached.

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To get to the function

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