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Pivot Table "Difference From" Question
I have a table that contains the following sales data:
AccountName ReportingYear Revenue There are 2 years in the data and account name is repeated in the case of multiple sales to one customer. I want to display the following in a Pivot Table: ReportingYear1 ReportingYear2 Difference AccountName TotalSales for Y1 TotalSalesforY2 DifferenceofY1fromY2 I can't seem to get all of this in one pivot table. In summary, I need to show the customer's total for each year side by side and then show the difference at the right. Thanks for any assistance. |
#2
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Pivot Table "Difference From" Question
Select one of the heading cells for ReportingYear
On the PivotTable toolbar, click PivotTableFormulasCalculated Item Type a name, e.g. Diff For the Formula, subtract one year from the other, e.g.: ='2007' -'2006' Click OK Tim Whitley wrote: I have a table that contains the following sales data: AccountName ReportingYear Revenue There are 2 years in the data and account name is repeated in the case of multiple sales to one customer. I want to display the following in a Pivot Table: ReportingYear1 ReportingYear2 Difference AccountName TotalSales for Y1 TotalSalesforY2 DifferenceofY1fromY2 I can't seem to get all of this in one pivot table. In summary, I need to show the customer's total for each year side by side and then show the difference at the right. Thanks for any assistance. -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#3
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Pivot Table "Difference From" Question
That sounds like the right answer but I don't see how to do that in my
version of excel. I have 2007. "Debra Dalgleish" wrote: Select one of the heading cells for ReportingYear On the PivotTable toolbar, click PivotTableFormulasCalculated Item Type a name, e.g. Diff For the Formula, subtract one year from the other, e.g.: ='2007' -'2006' Click OK Tim Whitley wrote: I have a table that contains the following sales data: AccountName ReportingYear Revenue There are 2 years in the data and account name is repeated in the case of multiple sales to one customer. I want to display the following in a Pivot Table: ReportingYear1 ReportingYear2 Difference AccountName TotalSales for Y1 TotalSalesforY2 DifferenceofY1fromY2 I can't seem to get all of this in one pivot table. In summary, I need to show the customer's total for each year side by side and then show the difference at the right. Thanks for any assistance. -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#4
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Pivot Table "Difference From" Question
Nevermind, I found where it is in 2007. Thanks for your help.
"Tim Whitley" wrote: That sounds like the right answer but I don't see how to do that in my version of excel. I have 2007. "Debra Dalgleish" wrote: Select one of the heading cells for ReportingYear On the PivotTable toolbar, click PivotTableFormulasCalculated Item Type a name, e.g. Diff For the Formula, subtract one year from the other, e.g.: ='2007' -'2006' Click OK Tim Whitley wrote: I have a table that contains the following sales data: AccountName ReportingYear Revenue There are 2 years in the data and account name is repeated in the case of multiple sales to one customer. I want to display the following in a Pivot Table: ReportingYear1 ReportingYear2 Difference AccountName TotalSales for Y1 TotalSalesforY2 DifferenceofY1fromY2 I can't seem to get all of this in one pivot table. In summary, I need to show the customer's total for each year side by side and then show the difference at the right. Thanks for any assistance. -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#5
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Pivot Table "Difference From" Question
You're welcome, and thanks for letting me know that you found it.
When you post a question, if you mention which version of Excel you're using, the responses can include version specific instructions. Tim Whitley wrote: Nevermind, I found where it is in 2007. Thanks for your help. "Tim Whitley" wrote: That sounds like the right answer but I don't see how to do that in my version of excel. I have 2007. "Debra Dalgleish" wrote: Select one of the heading cells for ReportingYear On the PivotTable toolbar, click PivotTableFormulasCalculated Item Type a name, e.g. Diff For the Formula, subtract one year from the other, e.g.: ='2007' -'2006' Click OK Tim Whitley wrote: I have a table that contains the following sales data: AccountName ReportingYear Revenue There are 2 years in the data and account name is repeated in the case of multiple sales to one customer. I want to display the following in a Pivot Table: ReportingYear1 ReportingYear2 Difference AccountName TotalSales for Y1 TotalSalesforY2 DifferenceofY1fromY2 I can't seem to get all of this in one pivot table. In summary, I need to show the customer's total for each year side by side and then show the difference at the right. Thanks for any assistance. -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
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