If I have two sets of numbers classified as Actual and Budget, is there a way to show the difference between the two in a pivot table formula? Or in any other manner in a pivot table?
Currently I have the column headers in the pivot showing Actual and Budget, with their corresponding amounts below. But I don't see how I can have another column showing the diff between the two. Thank you.
Click on the pivot table, then in a new menu is added at top called Pivot Table options, click the Option tab, then click Formulas, then choose Calculated field.
Enter a name, in the Name field and then enter a formula the uses the fields in the Fields box below subtracting one from the other as you desired (e.g. =Budget-Actual ).
Click Add, then Ok. This should add the new field to your pivot.
Where there is a will there are many ways.
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The field box does not contain "Budget" or "Actual". Only "Source" (which contains the values Budget and Actual), and "Amount". So I cannot create a formula to do that using only the "Source" field.
Can you add a column to the source data, that finds the differences, then add that column to your table?
No, because there differences don't match up one-to-one, but multiple-to-multiple. There could be 100 Budget items and 90 Actual items, and I need the grand total difference between the two, based on an account number... however, your suggestion does give me an idea of tweaking the source data first. Thanks!
To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.
If needed supply a before and after sheet in the workbook so the person helping you can see what you are trying to achieve.
Doing this will ensure you get the result you need!
I see. Didn't know that was possible - cool. Thank you, I will consider.
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