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

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Calculated Fields In Pivot Tables

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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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
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[Code] ........

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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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May 23, 2007

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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
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... unfortunately, "references, names and arrays are not supported in pivottable formulas".

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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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Feb 8, 2014

CountryHourDataTotalData
Austria - A10Sum of SeiA51CountryHourSum of SeiASum of SeiT
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1Sum of SeiA561562.83

[Code]....

left side pivot created in vb 6.0 & right side pivot table created manually in excel.

i want to generated pivot table using vb 6.0 same as right side pivot.

Set PRange = ws1.Range("R1:Y" & finalrow)
Set PTCache = wb.PivotCaches.Add(SourceType:=xlDatabase, SourceData:=PRange)
Set PT = PTCache.CreatePivotTable(TableDestination:=ws2.Cells(1, 1),

[Code]....

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Oct 12, 2007

I have a Pivot table.

Layout:
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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".
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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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Jan 11, 2013

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Aug 1, 2012

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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?

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Jul 11, 2014

A1 = 5
A2 = 7
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A1 = 15
A2 = 8
A3 = 15+8 = 23
A7 = 12

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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
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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.

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ActiveWorkbook.PivotCaches.Add(SourceType:=xlDatabase, SourceData:= _
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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
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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)
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Values
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Here is an example to show the math with my formula.

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Private Sub CommandButton1_Click()
Dim dt As String
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[Code]....

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Pivot Table:

Rows: Years, Months
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Month
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Hours(sum)
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2013

Apr
65
22
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