Using Calculated Fields In Pivot Instead Of Changing Raw Data First?
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
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!
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
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.
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)?
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".
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.
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?
I have created a pivot table that is connected to an input sheet with data. The input sheet retrieves data automatically from a external source through an add-in to Excel. When updating data the fields expands, but only for the items which have been changed. I want the table to be updated automatically, but not the fields expand automatically. Is there any pivot options to prevent this problem?
It should be mentioned that the pivot table is not directly connected to the input sheet (which is updated from the external source), but from a "help-sheet" reflecting the input sheet with some additional columns. I use conditional formatting and name range in the pivot.
I have pivot tables with one row field and two or three data fields. I want to be able to quickly hide rows that do not have entries in *all* data fields.
I thought of auto- filtering my data source, but don't think that would be practical as I want to have several tables powering off of the same source data (with many columns), and also the data source is auto-filled with API... Is there a way to traverse the rowfields with vba and hide them if there isn't an entry for every data field? Or a better way than both of those?
Basically I've jumped straight in and have tried to recreate a report I need to produce which requires a pivot table. I have managed to create the code I need to produce a pivot table in a new sheet with all of the headers available for analysis. Where I'm struggling is in getting the pivot to show the datafields correctly.
The list that I am creating the pivot from has about 30 headers. 20 or so are analysis fields with the remainder being various figures; monthly plan, monthly actual, monthly variance etc..
The pivot table I need to create needs all analysis fields available to the end user for manipulation, which I have managed to do. I have created rows for sales areas, also with no problem. It also needs the above plan, actual and variance fields in columns and as datafields. This is where I'm having trouble. When I create the pivot manually it ends up with 1 row and 3 separate columns with summed data in each. I have checked the VBA code, copied it and used it again. The pivot table comes out with 1 row but with the data fields stacked one on top of each other. Any minor alterations that I can think of, (for example adding a position = 1, position = 2 etc.), either creates a chaotic looking sheet or an error.
I've checked various posts on pivot tables but am having trouble understanding the way in which I can correct this. Is there a straightforward command that I'm missing? Do I need to start declaring variables for pivot items?
I'm trying to create a pivot table, but there is a problem. Although my data only has 2 years (1996 and 1997), it creates a new year it calls "blank," and a lot of the data that is supposed to be under 1996 and 1997 appears under this "blank" year. How do I fix this? See the attachments for the data and pivot table.
STO-Productivity-Feb0314.xlsxI work in cancer research and I'm trying to find a way to show the amount of studies that staff have in total and their role on the study. I have a data table that contains many fields but the crux of what I'm having trouble with starts with the following:
When I begin with a pivot table I start by just selecting the all of the studies listed in the table and then the two roles that staff can have data or regulatory. Staff can do both roles or just one on a study. I put the roles of data and regulatory into the row labels and the studies that we work on in the values. The problem is that I now only see studies that the staff member works on that meet working on both roles and not the studies that they serve only one role.
UPDATE: see the attached spreadsheet to illustrate further. Ablorh is the employee that I have it focused on and it only shows the one study she has both the regulator and data roles. The 7 other studies that the employee works on in the data role do not show.
Now I would like to keep value of A3 in cell A7 every time I change input values in A1 and A2 and so on.
A1 = 15 A2 = 8 A3 = 15+8 = 23 A7 = 12
And when an input in A3 > 100, it will popup a message, that a total cannot over 100. My code:
Private Sub Worksheet_Change(ByVal Target As Range)
If Target.Row = 1 And Target.Column = 3 Then
Range("A7").Insert , CopyOrigin:=xlFormatFromLeftOrAbove Range("A3").Value = Range("A7").Value Exit Sub Else If Range("A3").Value > 100 Then MsgBox "Total exceed 100. Check you inputs!" End If End Sub
If I change the number of A2 to 0 decimals places, the value shown will be 2 (which is correct, of course), but the value of A3 becomes 20. I would like for this to stay at 15 because the correct value of A2 is 1.5, not the rounded value of 2.
I'm creating a pivot table based on a section of data that will continually be of variable size. I'm trying to think of a way to command VBA to create a pivot table without giving an absolute reference to the table's source data. I can automatically select all of the data regardless of size, so I'm trying to see if I can command Excel to create a pivot table based on "Selection" instead of an absolute reference, in much the same way I might use Selection.Name instead of specifically defining a name's parameters. This is the text I currently have in VBA for the pivot table.
I am trying to find a way to count the total number of pivot fields in a pivot table so I can remove ghost pivot items that are no longer in the pivot table data. My code for this subroutine is as follows;
Sub RemoveGhostPivotItems() Dim ghost As PivotItem Dim pt As PivotTable Set pt = ActiveSheet.PivotTables(1) pt.ManualUpdate = True For Count = 1 To 10 On Error Resume Next For Each ghost In pt.PivotFields(Count).PivotItems ghost.Delete Next ghost Next Count pt.ManualUpdate = False End Sub
My code makes an assumption that I have 10 Pivot Fields or less. It would be nice to actually know the number of Pivot Fields so my "For Count" Loop would be more efficient. In otherwords;..............
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.
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
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.
I want to calculate the difference between Budget and Forecast, in € 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..
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?
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.
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"
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.
