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MS Office Forum / Excel / Worksheet Functions / May 2008

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Calculated Fields and Pivot Tables

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Mike - 07 May 2008 18:12 GMT
Assume that I have a Pivot Table that looks as follows:

    Jan-08    Feb-08    Mar-08    Apr-08    Total
Client 1    10,000    11,000    8,000    14,000    43,000
Client 2    0    2,000    500    100    2,600
Client 3    5,000    4,500    0    0    9,500
Client 4    15,000    15,000    13,000    8,000    51,000
Client 5    3,500    5,000    7,500    9,000    25,000
    33,500    37,500    29,000    31,100    131,100

I would like to have the Pivot table to produce results like this:

    Jan-08    Feb-08    Mar-08    Apr-08    Total
Client 1    10,000    11,000    8,000    14,000    43,000
% of Prior
Month        110.00%    72.73%    175.00%   
% of Current
Month        29.33%    27.59%    45.02%   
Client 2    0    2,000    500    100    2,600
% of Prior
Month        #DIV/0!    25.00%    20.00%   
% of Current
Month        5.33%    1.72%    0.32%   
Client 3    5,000    4,500    0    0    9,500
% of Prior
Month        90.00%    0.00%    #DIV/0!   
% of Current
Month        12.00%    0.00%    0.00%   
Client 4    15,000    15,000    13,000    8,000    51,000
% of Prior
Month        100.00%    86.67%    61.54%   
% of Current
Month        40.00%    44.83%    25.72%   
Client 5    3,500    5,000    7,500    9,000    25,000
% of Prior
Month        142.86%    150.00%    120.00%   
% of Current
Month        13.33%    25.86%    28.94%   
    33,500    37,500    29,000    31,100    131,100

For Client 2 for Feb-08 the % of Prior Month should be 100%. For Client 3
for Apr-08 the % of Prior Month should be 0%.

I don't know how to get the new rows to calculate inside the pivot table. I
think that Calculated Fields would be used but I can't seem to figure how to
do it after reading some books that I have.

Any help would be greatly appreciated.
Herbert Seidenberg - 08 May 2008 02:26 GMT
This calculates % of prior month.
No Calculated Field or formula needed.
http://www.savefile.com/files/1545247
 
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