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Using calculated fields in a pivot instead of changing the raw data first?

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    Using calculated fields in a pivot instead of changing the raw data first?

    Hi all,

    I created a nice excel file with some cohort analysis regarding the number of months customers of different cohorts stay with a company. Basically I do a little manipulation on the raw sign-up data sheet and then run a pivot on it.
    I want to see the cohorts in two ways:
    1. number of customers.
    2. $ from customers.

    I have the first 1 and I want to get the second one without going through the same procedure again (i.e. manipulating the raw data). In order to get the $ terms, all I need is to multiply a $ column in each row in the columns that indicate the number of months that passed since a customer joined (see the attached example file please). When I try to do it with calculated fields in the pivot table, Excel multiplies the total number of customers with total $ from them all put together, which is of course wrong.

    Any way to achieve what I want without having to created another data sheet just for $ terms?

    I believe the attached excel better explains and shows what I'm trying to achieve. Would be awesome if you could take a look. Thanks!

    dummy_for_cohort.xlsx

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    Forum Contributor rajeshturaha's Avatar
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    Re: Using calculated fields in a pivot instead of changing the raw data first?

    Plz see the attachment
    Attached Files Attached Files
    Rgd
    RT
    If my answer(s) helped you, please add me reputation by click on *

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    Re: Using calculated fields in a pivot instead of changing the raw data first?

    Hi,
    That's not what I was looking for... as I wrote it multiplies the sum of $ by the total # of customers.
    The 1st row should be $720, not 3600.
    Thanks for answering though! Hope I'm clearer now.

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    Forum Contributor rajeshturaha's Avatar
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    Re: Using calculated fields in a pivot instead of changing the raw data first?

    See if that is what you mean
    Attached Files Attached Files

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    Re: Using calculated fields in a pivot instead of changing the raw data first?

    looks good! thank you!! can you please show me the steps?

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    Re: Using calculated fields in a pivot instead of changing the raw data first?

    In the attachment, click in the pivot area, find the option in he menu bar>Formula>Calculated Fields and in name feild select $1, you will see the formula

    for more help how to insert formula in pivot table see
    http://www.wikihow.com/Add-Custom-Field-in-Pivot-Table

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    Forum Contributor rajeshturaha's Avatar
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    Re: Using calculated fields in a pivot instead of changing the raw data first?

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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