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Pivot Tables and Calculated Fields

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    Pivot Tables and Calculated Fields

    I have a list of transactions of a specifc type (raw data sheet). Each row of data is assigned to a specific Area, Location, and Work Group.

    I want to find out what percentage of the total volume of transactions this chunk of transactional data represents. I'd like to display these results in a pivot table so I can show a percentage breakdown for Area > Location > then Workgroup.

    My problem is finding out the function of the pivot table that allows me to divide a COUNT (of the transactional data) by a constant (total volume of transactions). When I do a calculated field, I keep ending up with something like 26,000% when the real answer should be < 1%.

    Any suggestions on how to accomplish this? When I enter the formula for the calculated field I'm putting "=COUNT('CustomerID')/'Transaction Volume'". Does this seem wrong? Anything helps.

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    Forum Moderator Richard Buttrey's Avatar
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    Re: Pivot Tables and Calculated Fields

    Hi,

    You're probably over complicating this by using a calculated field.

    In the Value Field Settings for the PT, on the 'Show Values As' tab, pick the '% of Total' option.
    Richard Buttrey

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    Re: Pivot Tables and Calculated Fields

    Hi Richard,

    Thanks for the reply. I was wondering what you meant about the Value Field settings? I have to apply these settings to a specific column in the PT right? How do I make one of these columns say "335/380867" for example?
    Attached Files Attached Files

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    Forum Guru JosephP's Avatar
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    Re: Pivot Tables and Calculated Fields

    you can't do that in a 2007 pivot table unless you can add a calculation to the source data-impossible to say from a word document with a screenshot
    Josie

    if at first you don't succeed try doing it the way your wife told you to

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    Forum Moderator Richard Buttrey's Avatar
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    Re: Pivot Tables and Calculated Fields

    Hi,

    As a point of clarification, when I said you're over complicating things by using a calculated field, I meant a calculated field in the PT functionality not a calculated field per se.

    If you are wanting to show a string of alpha characters as you describe then Joseph is correct. On the assumption that you already have two fields in your data which have the two numbers 335 & 380698 then in a new column add

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    then pick this field for your PT

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