+ Reply to Thread
Results 1 to 2 of 2

using cells and text values in calculated fields a pivot table

  1. #1
    Registered User
    Join Date
    02-03-2020
    Location
    Bakersfield Vermont
    MS-Off Ver
    365
    Posts
    1

    using cells and text values in calculated fields a pivot table

    I have a large Excel file with multiple pivot tables on separate worksheets that we use to monitor issues in construction projects. We have one tab for entry of all of the issues...for example, there may be a question issued from the contractor to us to get more information. Sometimes that will cause us to issue one of three types of change documents, such as proposal request for the added work. In response to our change document, the contractor will issue a formal proposal. Once the value is negotiated and accepted by the Owner, that item will be combined with others in a Changer Order, and a cost category is assigned from a data validation pull down list with categories such as Owner added scope, Concealed conditions, Design issues, 3rd Party added scope, and G.C. Claims. All of that information is recorded in a single row in the Excel spreadsheet.

    We also have separate tabs as pivot tables the report the data in the main data entry tab. The one tab I'm having difficulty with is the Change Order Summary tab, where I have five columns for the five cost categories. The goal is to use the cost category selected on the data entry tab to get the change order amount reported on the summary page. I have fields for each category that read as "=IF('Additional Cost Category'="GC Claim",'Change Order Amount',0) which would report the amount of the change if it was due to a General Contractors claim. "G.C. Claim" in the formula is a text value...the rest of field names from the Data Entry table. The result I get is 0 for any case, and while I got no error warnings while finishing the creation of the formula, I suspect if breaks a Pivot Table limitation. I'm not a full time excel author, so can anyone suggest what's wrong, or propose a solution?

  2. #2
    Forum Expert Pepe Le Mokko's Avatar
    Join Date
    05-14-2009
    Location
    Belgium
    MS-Off Ver
    O365 v 2402
    Posts
    13,444

    Re: using cells and text values in calculated fields a pivot table

    Hi and welcome
    this thread is marked as solved. Is this correct?
    If not see the yellow banner on how to add an example sheet
    Thanks

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Power pivot or pivot table for connecting data and creating calculated fields
    By jaryszek in forum Excel Charting & Pivots
    Replies: 9
    Last Post: 02-06-2019, 08:31 AM
  2. Replies: 2
    Last Post: 10-26-2015, 06:49 AM
  3. [SOLVED] A pivot table field calculated using other field values as fields?
    By chrisf78 in forum Excel Charting & Pivots
    Replies: 5
    Last Post: 05-07-2015, 03:08 AM
  4. Replies: 1
    Last Post: 11-04-2014, 04:34 PM
  5. Calculated fields in a pivot table
    By cmarston1500 in forum Excel Charting & Pivots
    Replies: 14
    Last Post: 06-12-2013, 12:24 PM
  6. Pivot Table calculated fields
    By tigertim71 in forum Excel Charting & Pivots
    Replies: 1
    Last Post: 05-15-2008, 04:58 AM
  7. calculated new fields in pivot table
    By barkarlo in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 01-29-2007, 07:32 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1