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Pivot Table Calculated Field / Measures

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    Lightbulb Pivot Table Calculated Field / Measures

    Hi, would be grateful of any advice help here please.

    I have a large excel data model/table and need to create a calculated field/measure for 'employee stability index' - in excel. The calculation is...

    1. Total number of employees with 1+ years service / divided by / Total number of employees in headcount 1 year ago x 100

    There is a row in the data set for each employee per month (data from May 2021 - June 2023), it includes a column for years service (identified as a whole number between 0 - 50). There are a number of different business units (around 60) and I need to calculate the stability index over a rolling 12 months for all of them, showing the % per month (likely as a line chart).

    I need to keep the data within a pivot table so the slicers will work with the other charts.

    I'm totally new to pivot chart calculated fields so I'm unsure if this is the best way or if there is another method?

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    Re: Pivot Table Calculated Field / Measures

    Welcome to the forum.

    There are instructions at the top of the page explaining how to attach your sample workbook (yellow banner: HOW TO ATTACH YOUR SAMPLE WORKBOOK). Screenshots are of little practical use as we cannot manipulate them.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, worked examples where required, relevant cells highlighted and a few explanatory notes.

    Administrative Note:

    Is your forum profile showing the version of Excel that you need this to work for?

    Members will tailor the solutions they offer to the version of Office (Excel, NOT Windows) that you have. Please check that your forum profile is up-to-date in this respect. If you aren't sure, in Excel go to File | Account and report what it says below the MS logo at the top of that page. If your version is for Mac, please also state this.

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    Thanks.
    Ali


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