Need Help Using Calculated Field or Item in Pivot Table

S

sg

Hi there - am having difficulty figuring out the pivot table Calculated
Field and Calculated Item features in Excel 2003.

My pivot table is setup as follows:
Name - Item - Month1 - Month2 - Month3 - Month4 - Month5 -
Month6 - Total
* Data is sum of revenue

For this example:
Month1, Month2 and Month3 is considered "BASE"
Month4, Month5 and Month6 is considered "CURRENT"
(both 'base' and 'current' are variables, so they will have to be re-defined
each month)

What I want to do:
Is create a column which calculates "INCREMENTAL"
Incremental = Current - Base

In the end, what i would like to have is a pivot that looks similar to this:
Name - Item - Month1 - Month2 - Month3 - Month4 - Month5 -
Month6 - Incremental
or
-------------BASE------------ ----------CURRENT--------
Name - Item - Month1 - Month2 - Month3 - Month4 - Month5 -
Month6 - Incremental

I have tried using grouping to group the Base months, and the Current
months.
For the life of me, i can't figure out how to do this.

Would appreciate your kind assistance!
 
J

Jen

Hi there,

Insert a Calculated Item named "Base"
In your "fields" I guess you have "Month" with Items: Jan-Feb-Mar-....
Type in the Formula field: = Jan+Feb+Mar

Create similarly for "Current" with months: Apr-May-Jun

Create a 3rd Calculated Item called "Incremental" with Formula: Current-Base

Go back to your PivotTable and uncheck in the "Month"-field the "Base" &
"Current" item if you do not wnat to see them ...

You explained the methodology yourself ...try it with "calculated Items", it
works.
I don't think it is feasible with Groupings though
HTH Jen
 

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