Thursday, January 26, 2012

Create Calculated Field At PivotTable

Question:

How can I create a calculation from the total of a count of a field on a pivot table? Example: I need to calculate the number of employees for each process level times a specified amount - 89 x $4.59, 3 x $4.59.

Answer:
Select the table and click Insert, PivotTable. Drag the required field to relevant label (Refer the details of creating pivotTable at post Show Variance Between Year PivotTable). Create the pivotTable as Picture 1. To create a calculated field, click at the pivotTable and click Option, Formulas, Calculated Field.

Picture 1

A Insert calculated Field will show, type the name for the calculated field and type the formula, then click Add, click OK.
Picture 2


The calculated field will then created as following:



Wednesday, January 25, 2012

Show Variance Between Year PivotTable

Hi AJ,

Question:
I need to create a variance formula for the data selected in a pivot table.


My problem is that the data is coming in from one column and I don't know how

to distinquish the data by year in the formula. I have put a small selection

of my data below. I would like to show the variance between 2009 and 2010

for all months selected in the pivot table.
 
 
Answer:
Base on the question and data, I summary it in the Original Table below (Picture 1). In order to show the variance between 2009 and 2010, I believe the better way is summary the Month and Year column into Date column as Revised Table below. With the Date column, you can manipulate the data into many way as you like as explanation below.
 
Picture 1


After you revised the table to Date column, you can select the table and click Insert, PivotTable. Select the appropriate option as Picture 2.


Picture 2



Simply drag the required fields to Columns Label, Row Labels, Values, or Report Filter at PivotTable Field list. The PivotTable will then created.
Picture 3


Now you can manipulate the PivotTable as you like. You can group the date by year. Click at the date field, right-click and select Group.

The Grouping message box will show. Make the selection. In this case, I want to group by Year, so select Years. Then click OK.

Now you can see the different of year 2009 and 2010. Hopefully it can solve your question. If not, do not hesitate to write your question at comment. Thank you.