Pivot Chart to Include Monthly % Calculation

Hi Adam,

Thank you for posting a query in STL's forum.

The question is clear so thank you for that. What you have to do first is duplicate the yes no column in the table because in a PivotTable you cannot put a field that you have in the columns or row section of a PivotTable in the Values section as well. It will remove the field from the columns section, hence we duplicate that field so we have the same data in both columns.
Now you can add the first yes no column to the columns area of your Pivot table and the duplicated column to the values section of the Pivot Table. You click on the field in the values section and choose 'Value Field Settings'.
In the center of the box that pops up you have two tabs i.e.
Summarize Values By
Show Values as

You select Show values as.
Click the drop down arrow where it says 'No Calculation'
Select % of Parent Total
Under 'Base fields' select 'Month' and click Ok

That should do the trick.

Create the Chart from that PivotTable

I attached an Excel file to give you an example of the setup.

Could I kindly ask you to mark the question as resolved if the solution is suitable.

If you have any more questions then hit Reply. Otherwise mat=rk the question as resolved


Kind regards

Ron Oldeboom
Learning and Development Consultant
STL-training