I have a pivot table set up reporting monthly margins based on detailed sales
data, on the back of which I have a pivot chart. I have successfully
inserted a summary budget number (as a calculated field) into the pivot table
and graph, and it looks fairly simple:

Month Margin Budget
Jan 5 8
Feb 6 8
Etc.

I want to break this down to a product group looking at just margin and
budget, e.g.

A B
Month Margin Budget Margin Budget
Jan 3 4 2 4
Feb 3 4 3 4
Etc.

But I cant get it to work €“ I know I will need to re-define the budget
numbers, but do I still need a calculated field or should I be using a
calculated item? Neither appears to be doing what I want.

Many thanks,

Nigel