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#1
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Adding a calculated field to a pivot table
I have a pivot table that includes these fields:
1. A count of "Traffic types" (which are text) 2. A count of "Sales Dollars" (which is in currency) I want to add a calculated field that will take #2 above and divide it by #1. When I create such a field (= 'Sale '/ 'Traffic Type') I get a divide by zero error, even though fields are populated. I am trying to get to a "closing %". Can anyone advise me as to where I am making my error? Thanks! Dan |
#2
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Adding a calculated field to a pivot table
Unfortunately, calculated fields caculate off the original table, not the
pivot table. An alternate option is to calculate outside the table. So, assuming you have your headers in A3 through C3, and each subject takes up to rows, Try going to D5 and typing C5/C4. Highlight D4 to D5, copy, paste down to the bottom. "DanL" wrote: I have a pivot table that includes these fields: 1. A count of "Traffic types" (which are text) 2. A count of "Sales Dollars" (which is in currency) I want to add a calculated field that will take #2 above and divide it by #1. When I create such a field (= 'Sale '/ 'Traffic Type') I get a divide by zero error, even though fields are populated. I am trying to get to a "closing %". Can anyone advise me as to where I am making my error? Thanks! Dan |
#3
Posted to microsoft.public.excel.worksheet.functions
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Adding a calculated field to a pivot table
Sean:
Thanks for the response, I appreciate it!! When I go to the source table (not the pivot table, correct?) to add the formula you suggest, that would now attempt to divide a number by text, would it not? When I did that, it still returns a 'name' error. Did I read your instruction correctly? "Sean Timmons" wrote: Unfortunately, calculated fields caculate off the original table, not the pivot table. An alternate option is to calculate outside the table. So, assuming you have your headers in A3 through C3, and each subject takes up to rows, Try going to D5 and typing C5/C4. Highlight D4 to D5, copy, paste down to the bottom. "DanL" wrote: I have a pivot table that includes these fields: 1. A count of "Traffic types" (which are text) 2. A count of "Sales Dollars" (which is in currency) I want to add a calculated field that will take #2 above and divide it by #1. When I create such a field (= 'Sale '/ 'Traffic Type') I get a divide by zero error, even though fields are populated. I am trying to get to a "closing %". Can anyone advise me as to where I am making my error? Thanks! Dan |
#4
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Adding a calculated field to a pivot table
The calculated fields always use the Sum of the pivot fields, even if
you're using another summary function, such as Count. For text fields, the sum will always be zero, so that's why the calculation isn't working the way you want it to. In your source table, you can add two columns -- one to count the traffic types (TraffCount), and one to count the sales dollars (SaleCount). You could manually enter a 1 in each column, or use a formula to calculate the count. For example, if the Sales Dollars are entered in column G: =IF(G2=0,0,1) Do the same for Traffic Types, or if there will always be a Traffic Type entered, just type a 1 in the Traffic Count column. Then, in the pivot table, create a calculated field with the formula: =SaleCount/TraffCount and format it as percentage. DanL wrote: I have a pivot table that includes these fields: 1. A count of "Traffic types" (which are text) 2. A count of "Sales Dollars" (which is in currency) I want to add a calculated field that will take #2 above and divide it by #1. When I create such a field (= 'Sale '/ 'Traffic Type') I get a divide by zero error, even though fields are populated. I am trying to get to a "closing %". Can anyone advise me as to where I am making my error? Thanks! Dan -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#5
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Adding a calculated field to a pivot table
Debra:
That did it and thank you for the great tip!! I have about an hour into this trying all kinds of formulas and convoluted thinking and your simple solution did the trick. Appreciatively, Dan "Debra Dalgleish" wrote: The calculated fields always use the Sum of the pivot fields, even if you're using another summary function, such as Count. For text fields, the sum will always be zero, so that's why the calculation isn't working the way you want it to. In your source table, you can add two columns -- one to count the traffic types (TraffCount), and one to count the sales dollars (SaleCount). You could manually enter a 1 in each column, or use a formula to calculate the count. For example, if the Sales Dollars are entered in column G: =IF(G2=0,0,1) Do the same for Traffic Types, or if there will always be a Traffic Type entered, just type a 1 in the Traffic Count column. Then, in the pivot table, create a calculated field with the formula: =SaleCount/TraffCount and format it as percentage. DanL wrote: I have a pivot table that includes these fields: 1. A count of "Traffic types" (which are text) 2. A count of "Sales Dollars" (which is in currency) I want to add a calculated field that will take #2 above and divide it by #1. When I create such a field (= 'Sale '/ 'Traffic Type') I get a divide by zero error, even though fields are populated. I am trying to get to a "closing %". Can anyone advise me as to where I am making my error? Thanks! Dan -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
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