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Pivot Table - adding a percentage column
How do we add a column in our Pivot Table that would calculate the percentage variance between the two columns to the left. i.e.
Actuals Budget % Var
RE: Pivot Table - adding a percentage column
Hi Jane,
Thank you for the forum question.
You will need to create a Calculated Field.
On the Pivot Table Analyse tab click Fields, Items, & Sets click Calculated Field. Give the new field a name and delete what you have in the Formula box. Under the formula box you will find all the fields you have in the Pivot Table. Double click on Actuals field name type / and double click Budget from the field list. Click insert field.
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
RE: Pivot Table - adding a percentage column
Hi Jens
Thank you for your fast response. However the "calculated Field" option is greyed out and can't be selected. Do you know why this is happening?
Kind regards
Jane
RE: Pivot Table - adding a percentage column
Hi Jane,
It can be different issues.
Do you have the data stored in the Excel Data model? or do you have the data in an external source?
If you have the source data stored in a worksheet in the same workbook as your PivotTable, you should be able to create calculated fields.
I am happy to take a look at your file, if you want me to.
You can send the file to:
info@stl-training.co.uk
The link below is to Microsoft's website. It just explain how to great calculated fields.
https://support.microsoft.com/en-us/office/calculate-values-in-a-pivottable-11f41417-da80-435c-a5c6-b0185e59da77?ui=en-us& ;rs=en-us&ad=us
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
