Calcualted Fields in Pivot Tables
 

Help, I'm going nuts.

I have a challenge that is so far beating me. I have a pivot table that
summarises sales values and margins by month and I had no problem in adding a
calculated field with a monthly budget figure and charted this quite easily.

So far so good. However, I now need to break these numbers down by product
groups, but I can't get the calculated budget field to break down by product
group - I have tried using an IF statement in the calculated field but it
just returns the €˜false value (i.e. if, true, false). Also the total isnt
adding up, e.g. the budget part of the table resembles:

Month group a group b total
Jan 100 100 100
Feb etc.

The chart has gone from clear and simple to a techicolour nightmare €“ but
Ill worry about that when I have got the pivot table sorted.

Any help is much appreciated.

Regards,

Nigel

Calcualted Fields in Pivot Tables
 

Put you IF statement in your source data e.g. create new fields in you data
source, update your pivot table data source range and then drop them into the
pivot table.

Hope that helps.

regards
KM

"Nigel Drinkwater" wrote:

Help, I'm going nuts.

I have a challenge that is so far beating me. I have a pivot table that
summarises sales values and margins by month and I had no problem in adding a
calculated field with a monthly budget figure and charted this quite easily.

So far so good. However, I now need to break these numbers down by product
groups, but I can't get the calculated budget field to break down by product
group - I have tried using an IF statement in the calculated field but it
just returns the €˜false value (i.e. if, true, false). Also the total isnt
adding up, e.g. the budget part of the table resembles:

Month group a group b total
Jan 100 100 100
Feb etc.

The chart has gone from clear and simple to a techicolour nightmare €“ but
Ill worry about that when I have got the pivot table sorted.

Any help is much appreciated.

Regards,

Nigel