Pivot table - grouping with formulas

  • Thread starter Thread starter Owen
  • Start date Start date
O

Owen

I use a pivot table that is linked to data which I update weekly.
One of the fields I have is customer age.
This is the number of products a customer has bought from us in the
past.
If a customer has only bought one product in the past, we call them
sensitive.
If a customer has bought two products, he is semi-sensitive.
If they have bought 3 or more, we call them firm.
These 3 categories of customer ages we call Customer Sensitivity.

The customer age field in my data runs from 1 to 90.
I use the group function in the pivot table to group all sub ages from
3 to 90 and call them Firm.

This is where my problem begins.

If, on the following week, we now have a customer with a new age 91. I
now need to ungroup my Customer Sensitivity and regoup the firms to
include age 91.

Is it possible to use the formulas - calculated field or calculated
item - to enter something along the lines of...(if customer age>2,
'Firm', (if customer age=2, 'Semi-sensitive','Sensitive'))

or something like that!
Many thanks in advance for any advice.
 
=IF([customer age]>2,"Firm",IF([customer age]=2,"Semi-sensitive","Sensitive"))

Note the double quotation marks and note that you need two closing
parentheticals since you have a nested IF statement. [customer age] should
be replaced with the appropriate cell reference.

Dave
 
It occurs to me that, on re-reading your post, you're asking if you can do
the IF formula in the pivot table itself? I don't know that you can,
however, why can't you do the calculation in the source table you're using?

Dave
 
So is it not possible using the formulas function (beneath the group
function)?
 

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