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#1
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Pivot Table - Calculated Field
Would appreciate assistance with Calculated Fields in a Pivot table.
I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? |
#3
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Hello Nick,
Thanks for your prompt response. I have tried adding the sales field again, and changing the calculation to average. This returns the average sales value per sale, rather that total sales. What I am trying to calculate is to divide each individuals sales by the total team sales. This would then enable me to calculate how each sales person is performing within each team, based on the average sales within each team. Thanks "fnov" wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? |
#4
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To see the percent of each person's total in their team's total, you can
do the following: In the Pivot table, put salesperson in the row area, and sales team in the column area. Put two copies of the Sales field into the data area. Right-click the heading for one of the Sales fields Choose Field Settings From the dropdown list for 'Show data as", select '% of column' Click OK fnov wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#5
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Using Excel 2002 here,,
When initially creating a PT, the Graphic "DROP-DATA" Box appears. Once you create and it convert to an actual PT, how can you "get - it - back", that is view it on-screen (with its current setting)? Also, after creating the % of column (requested by OP) My Data field button name changes to Data (I guess the default if there are multiple fields in the Data Area?).. Anyway If I click the Down-arrow of the Data button and select the newly renamed "% of Sales-Team", only the %'s show << The $$$..?? Have they been "Hid" ? I don't see a way of getting them back, without going back to the layout-screen. Am I missing something here? TIA, Jim PS: Can Calculated field be used in Page section?, Row section and /or Column Section, or are they limited to only the Data Section? "Debra Dalgleish" wrote in message ... To see the percent of each person's total in their team's total, you can do the following: In the Pivot table, put salesperson in the row area, and sales team in the column area. Put two copies of the Sales field into the data area. Right-click the heading for one of the Sales fields Choose Field Settings From the dropdown list for 'Show data as", select '% of column' Click OK fnov wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#6
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If you select a cell in the pivot table, you can see the blue outline of
the layout areas. You can drag fields from the field list to these areas. If you remove a field from the data area, it's gone from the pivot table. To get it back, you would have to drag it from the field list, then adjust the field settings. Calculated fields are limited to the data area. Jim May wrote: Using Excel 2002 here,, When initially creating a PT, the Graphic "DROP-DATA" Box appears. Once you create and it convert to an actual PT, how can you "get - it - back", that is view it on-screen (with its current setting)? Also, after creating the % of column (requested by OP) My Data field button name changes to Data (I guess the default if there are multiple fields in the Data Area?).. Anyway If I click the Down-arrow of the Data button and select the newly renamed "% of Sales-Team", only the %'s show << The $$$..?? Have they been "Hid" ? I don't see a way of getting them back, without going back to the layout-screen. Am I missing something here? TIA, Jim PS: Can Calculated field be used in Page section?, Row section and /or Column Section, or are they limited to only the Data Section? "Debra Dalgleish" wrote in message ... To see the percent of each person's total in their team's total, you can do the following: In the Pivot table, put salesperson in the row area, and sales team in the column area. Put two copies of the Sales field into the data area. Right-click the heading for one of the Sales fields Choose Field Settings From the dropdown list for 'Show data as", select '% of column' Click OK fnov wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#7
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Thanks Debra for the answers, I'm inching forward with your help.
Jim Are Calculated Items restricted also (like Calculated Fields) to the Data Area? "Debra Dalgleish" wrote in message ... If you select a cell in the pivot table, you can see the blue outline of the layout areas. You can drag fields from the field list to these areas. If you remove a field from the data area, it's gone from the pivot table. To get it back, you would have to drag it from the field list, then adjust the field settings. Calculated fields are limited to the data area. Jim May wrote: Using Excel 2002 here,, When initially creating a PT, the Graphic "DROP-DATA" Box appears. Once you create and it convert to an actual PT, how can you "get - it - back", that is view it on-screen (with its current setting)? Also, after creating the % of column (requested by OP) My Data field button name changes to Data (I guess the default if there are multiple fields in the Data Area?).. Anyway If I click the Down-arrow of the Data button and select the newly renamed "% of Sales-Team", only the %'s show << The $$$..?? Have they been "Hid" ? I don't see a way of getting them back, without going back to the layout-screen. Am I missing something here? TIA, Jim PS: Can Calculated field be used in Page section?, Row section and /or Column Section, or are they limited to only the Data Section? "Debra Dalgleish" wrote in message ... To see the percent of each person's total in their team's total, you can do the following: In the Pivot table, put salesperson in the row area, and sales team in the column area. Put two copies of the Sales field into the data area. Right-click the heading for one of the Sales fields Choose Field Settings From the dropdown list for 'Show data as", select '% of column' Click OK fnov wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#8
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You're welcome. Yes, calculated items are also restricted to the data
area. I'm not sure what you're trying to do, but maybe you could add some columns to your source data, and do the calculations there, then add those new fields to the pivot table. Jim May wrote: Thanks Debra for the answers, I'm inching forward with your help. Jim Are Calculated Items restricted also (like Calculated Fields) to the Data Area? "Debra Dalgleish" wrote in message ... If you select a cell in the pivot table, you can see the blue outline of the layout areas. You can drag fields from the field list to these areas. If you remove a field from the data area, it's gone from the pivot table. To get it back, you would have to drag it from the field list, then adjust the field settings. Calculated fields are limited to the data area. Jim May wrote: Using Excel 2002 here,, When initially creating a PT, the Graphic "DROP-DATA" Box appears. Once you create and it convert to an actual PT, how can you "get - it - back", that is view it on-screen (with its current setting)? Also, after creating the % of column (requested by OP) My Data field button name changes to Data (I guess the default if there are multiple fields in the Data Area?).. Anyway If I click the Down-arrow of the Data button and select the newly renamed "% of Sales-Team", only the %'s show << The $$$..?? Have they been "Hid" ? I don't see a way of getting them back, without going back to the layout-screen. Am I missing something here? TIA, Jim PS: Can Calculated field be used in Page section?, Row section and /or Column Section, or are they limited to only the Data Section? "Debra Dalgleish" wrote in message ... To see the percent of each person's total in their team's total, you can do the following: In the Pivot table, put salesperson in the row area, and sales team in the column area. Put two copies of the Sales field into the data area. Right-click the heading for one of the Sales fields Choose Field Settings From the dropdown list for 'Show data as", select '% of column' Click OK fnov wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#9
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I'm not actually wrapped you in a given example, it's just that I'm
reading through Paul Cornell's new book A Complete Guide to Pivot Tables... Calculated fields and Items only cover 3 or 4 pages (rather brief, if I say so). "Debra Dalgleish" wrote in message ... You're welcome. Yes, calculated items are also restricted to the data area. I'm not sure what you're trying to do, but maybe you could add some columns to your source data, and do the calculations there, then add those new fields to the pivot table. Jim May wrote: Thanks Debra for the answers, I'm inching forward with your help. Jim Are Calculated Items restricted also (like Calculated Fields) to the Data Area? "Debra Dalgleish" wrote in message ... If you select a cell in the pivot table, you can see the blue outline of the layout areas. You can drag fields from the field list to these areas. If you remove a field from the data area, it's gone from the pivot table. To get it back, you would have to drag it from the field list, then adjust the field settings. Calculated fields are limited to the data area. Jim May wrote: Using Excel 2002 here,, When initially creating a PT, the Graphic "DROP-DATA" Box appears. Once you create and it convert to an actual PT, how can you "get - it - back", that is view it on-screen (with its current setting)? Also, after creating the % of column (requested by OP) My Data field button name changes to Data (I guess the default if there are multiple fields in the Data Area?).. Anyway If I click the Down-arrow of the Data button and select the newly renamed "% of Sales-Team", only the %'s show << The $$$..?? Have they been "Hid" ? I don't see a way of getting them back, without going back to the layout-screen. Am I missing something here? TIA, Jim PS: Can Calculated field be used in Page section?, Row section and /or Column Section, or are they limited to only the Data Section? "Debra Dalgleish" wrote in message ... To see the percent of each person's total in their team's total, you can do the following: In the Pivot table, put salesperson in the row area, and sales team in the column area. Put two copies of the Sales field into the data area. Right-click the heading for one of the Sales fields Choose Field Settings From the dropdown list for 'Show data as", select '% of column' Click OK fnov wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#10
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The book covers the basics nicely, but has very little information on
intermediate to advanced topics. Jim May wrote: I'm not actually wrapped you in a given example, it's just that I'm reading through Paul Cornell's new book A Complete Guide to Pivot Tables... Calculated fields and Items only cover 3 or 4 pages (rather brief, if I say so). "Debra Dalgleish" wrote in message ... You're welcome. Yes, calculated items are also restricted to the data area. I'm not sure what you're trying to do, but maybe you could add some columns to your source data, and do the calculations there, then add those new fields to the pivot table. Jim May wrote: Thanks Debra for the answers, I'm inching forward with your help. Jim Are Calculated Items restricted also (like Calculated Fields) to the Data Area? "Debra Dalgleish" wrote in message ... If you select a cell in the pivot table, you can see the blue outline of the layout areas. You can drag fields from the field list to these areas. If you remove a field from the data area, it's gone from the pivot table. To get it back, you would have to drag it from the field list, then adjust the field settings. Calculated fields are limited to the data area. Jim May wrote: Using Excel 2002 here,, When initially creating a PT, the Graphic "DROP-DATA" Box appears. Once you create and it convert to an actual PT, how can you "get - it - back", that is view it on-screen (with its current setting)? Also, after creating the % of column (requested by OP) My Data field button name changes to Data (I guess the default if there are multiple fields in the Data Area?).. Anyway If I click the Down-arrow of the Data button and select the newly renamed "% of Sales-Team", only the %'s show << The $$$..?? Have they been "Hid" ? I don't see a way of getting them back, without going back to the layout-screen. Am I missing something here? TIA, Jim PS: Can Calculated field be used in Page section?, Row section and /or Column Section, or are they limited to only the Data Section? "Debra Dalgleish" wrote in message ... To see the percent of each person's total in their team's total, you can do the following: In the Pivot table, put salesperson in the row area, and sales team in the column area. Put two copies of the Sales field into the data area. Right-click the heading for one of the Sales fields Choose Field Settings From the dropdown list for 'Show data as", select '% of column' Click OK fnov wrote: Would appreciate assistance with Calculated Fields in a Pivot table. I would like to perform a calculation which invovles a reference to the total of a field generated in a pivot table. I would like to calculate the average total sales for a sales team, by dividing each sales persons total sales, by the teams total sales. I have tried using the average function, but this only calculates each individuals average for each sales item. I cannot work out how to refer to totals generated by pivot tables in a formula. Can anyone assist? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
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