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Pivot Behaving Badly

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    Pivot Behaving Badly

    Hey,

    I've got a pivot that shows the revenue from a company in the last year they placed orders, (with the aim of finding companies who placed large orders in 2015/16 but who haven't placed orders in 2017). However, my pivot doesn't formulate for all companies and leaves some as 0, even though there are loads of orders in the raw data it is pulling from. Due to confidentiality I can't send the doc over, so hopefully someone may spot something from the following screenshots.

    The first is the pivot, and the values it is returning.
    Pivot errors.PNG

    The second, shows the formula I have in calculated fields.
    calculated field.PNG
    *Test Data Q = Price to Client, Test Data AE = year of jobs, f7 = year of latest job, =Test Data C = company name, a7 = company name

    Lastly, I have re-written the formula outside the pivot so you can see that there is data there, but it's the pivot that can't find it (assuming something wrong with my calculated field)
    other formula.PNG

    Thank you!
    Last edited by callummcgrath; 09-25-2017 at 04:15 AM.

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    Forum Expert Keebellah's Avatar
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    Re: Pivot Behaving Badly

    Have you 'spanked' the pivot for behaving badly?

    Are you sure that the pivot covers the entrie data range? If you expand a range you have to take care that the range you selected previously also refreshes
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    Re: Pivot Behaving Badly



    At first I thought that was a technical term that I wasn't aware of!
    Yes, I have checked, it 100% covers all data, and refreshed.

    I've taken names out etc. and attached an example file now!

    Thanks
    Attached Files Attached Files
    Last edited by callummcgrath; 09-25-2017 at 05:46 AM.

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    Forum Guru xlnitwit's Avatar
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    Re: Pivot Behaving Badly

    Hi,

    You'll need to do the calculation in the source data, with a simple IF formula. Your calculated field will only work where every year value for a company is equal to the latest year value for that company.
    Don
    Please remember to mark your thread 'Solved' when appropriate.

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    Re: Pivot Behaving Badly

    Ah I see, I'll give that a go and get back to you. Thanks!

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    Re: Pivot Behaving Badly

    That did the job, thank you xlnitwit!

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    Re: Pivot Behaving Badly

    You're welcome. Thank you for the rep.

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