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How to display exact values in pivote table in case it is a percentage % formula in source

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    Forum Contributor MGadAllah's Avatar
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    How to display exact values in pivote table in case it is a percentage % formula in source

    Hi,

    Using Excel 2010 32bit x86.

    I am making a very simple clean model for call center calls to report various kind of information about all calls.

    The excel workbook is attached

    As you can see in the attached worksheet I've created a sheet for data entry titled Data-Entry where I can fill in values for count of calls (sorry if you realize illogical numbers because I've used the random numbering of cells without duplicate - ASAP Utilities).

    The data I will fill in manually is the data exist in cells with yellow colors and all the rest to the right will be processed as a result of the equations I've filled in.

    I've no problem with sheets (Data-Entry - Calls-Report - Net-Calls-Report) so far.

    My problem is the data shown in pivot table in sheets (Today Calls-Report (%) - Total-Calls-Report (%) ) ... as you can see I can not show them correctly as I need.

    My question is => How to display result shown in sheets {Today Calls-Report (%) - Total-Calls-Report (%) } in % format instead of the current formats ?

    survey_final_excel_forum.xlsx

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    Forum Contributor noboffinme's Avatar
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    Re: How to display exact values in pivote table in case it is a percentage % formula in so

    Hi MGadAllah,

    Instead of doing your % calculations in the 'Data Entry' worksheet, you can create extra columns in your Pivot Tables by adding a 'Calculated field' that can perform the %s for you.

    Have a look at this link;

    http://www.gcflearnfree.org/access2013/19
    Remember you are unique, like everyone else

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    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: How to display exact values in pivote table in case it is a percentage % formula in so

    Hi,

    Taking 'Today Success rate (%)' column X in the data as an example, it is being correctly formatted as a %, hence you need to specify the number format in the PT as a % rather than General as you currently have.

    Taking Ahmed Abd El Mohsen as an example that will show in the PT a % of 1783.36%, which looks odd, but that's only because your raw data looks odd. Colum X correctly divides O by W, but of you look at row 1494 you'll see that Net calls today (column W) is 356, but Net Success column W is 6318. This seems the wrong way round. How can you have more succesful calls than the whole population of calls?

    I also question your using the 'Sum' of the field in the PT. You wouldn't normally sum percentages as you do. Normally you'd take two totals and use those for deriving a percentage.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Forum Contributor MGadAllah's Avatar
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    Re: How to display exact values in pivote table in case it is a percentage % formula in so

    Thanks a lot for your feedback.
    I will apply what you said and feed you back.
    Another question under the same topic, how can I show the result of the pivot table in a chart and when I change the filter for the pivot table to apply te changes automatically i the chart?

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    Re: How to display exact values in pivote table in case it is a percentage % formula in so

    Hi,

    Just add the chart of your choice from the Pivot Table Tools area after you've clicked on 'Pivot Chart'

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    Re: How to display exact values in pivote table in case it is a percentage % formula in so

    Quote Originally Posted by Richard Buttrey View Post
    Hi,

    Just add the chart of your choice from the Pivot Table Tools area after you've clicked on 'Pivot Chart'
    I did but it only pick up one type of calls and not all types, like success only and now all the types, I hope if you may help me

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    Forum Contributor MGadAllah's Avatar
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    Re: How to display exact values in pivote table in case it is a percentage % formula in so

    I do like the 'Calculated field' trick a lot and I would like to listen to your advise and use it to save time and reduce file size.
    Please in the data entry sheet there is a column titled Calls Today, I will apply the 'Calculated field' trick to it as well
    And there is another column in the same sheet Data Entry titled Calls Before which is the total calls of all days before (please if you may check its formula and tell me if I can do the 'Calculated field' trick with it or not possible?)

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    Re: How to display exact values in pivote table in case it is a percentage % formula in so

    Hi MGadAllah,

    In this case I would leave the calculations you have done in the 'Data Entry' worksheet for all Columns 'A' TO 'W' & then use those Columns in your 'Calculated Fields'.

    The 'Calculated Field' Feature allows you to perform calculations between Columns but not Rows (as far as I'm aware anyway) .

    I've created a new Pivot table with a calculated field for the Todays Success rate calc.

    This is dividing the Column 'O' by Column 'W' & formatting as a %.

    Have a look & see what you think.

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