• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 923
  • Last Modified:

how to calculate a percentage of a count in a Pivot table in Excel 2010

On Sheet 1 I have a Table set up. It's called Table1. It has a list of parts that had inspections performed on them, and whether or not they passed or failed. On Sheet two, I have a pivot table set upt that looks at Table1 and displays a Count of Inspections grouped per month and a count of Failed Inspections.

It looks like this
 Pivot
So I want to know if I can add another field to the right of Failed Inspections (currently where I have dragged in another Count of P/F) that will tell me what percentage that is of the total number of inspections for that month?

Thanks in advance for the help!
0
Jarred Meyer
Asked:
Jarred Meyer
  • 4
  • 3
1 Solution
 
Rob HensonFinance AnalystCommented:
You can include the field twice (2007 and later) and set the second field as "Show As Percentage of Total" in the field settings.

Thanks
Rob H
0
 
dlmilleCommented:
I created a mock-up of what you have.  You have everything you need in the pivot table with Number of Inspections and Number of Failures to create the Failure % Ratio, and have it dynamically update when the PivotTable is refreshed.

See the image below.  Just select on a cell in the Number of Failures column (see active cell, below) - it can be anywhere in the Values section.

Then, above in the PivotTable Tools Ribbon, just select "Fields, Sets, & Items", then "Calculated Field"

You'll want to add a new field, ex., Inspections_Failed% with a formula like:

= IF(Inspection =0,0,'Num Failures' /Inspection)

Selecting Calculated Field Menu item from PivotTools Developer Ribbon
Creating Calculated Field to Show Ratio
See attached demo workbook.

Also, you might enjoy this link - more on Calculated Fields http://www.contextures.com/excel-pivot-table-calculated-field.html and Calculated Items http://www.contextures.com/excelpivottablecalculateditem.htm

Enjoy!

Dave
funWithCalculatedFields.xlsx
0
 
Jarred MeyerProduction ManagerAuthor Commented:
This definitely looks like what I'm trying to do, however, I can't seem to get it to work on my spreadsheet.. I know my data is set up slightly differently but seems like that shouldn't matter.. I have a list of individual inspections and the pivot is doing a count of one of the columns (WO/LOT#) to determine how many inspections were completed and then it is counting the number of these that have an "f" in the P/F column to determine the count of failures.. I'm uploading a dummied down copy of my spreadsheet, perhaps you could take a look at it for me?

Thanks a bunch for the help Dave!
INSPECTION-LOG-2011.xlsm
0
Cloud Class® Course: MCSA MCSE Windows Server 2012

This course teaches how to install and configure Windows Server 2012 R2.  It is the first step on your path to becoming a Microsoft Certified Solutions Expert (MCSE).

 
dlmilleCommented:
Calculated Fields/Items don't work well on aggregates.  But we can help that with a couple helper columns in the source data.  I created two fields in your table that count the # of inspections (just an =1) and # of failures (=IF(Table1[[#This Row],[P/F]]="F",1,0)

Calculated Field            
1      cInspection_Failures%      =IF('HelpInsp#'=0,0,'Help Fails'/'HelpInsp#')
            
See attached, for an output like:
 Example output
Dave
0
 
dlmilleCommented:
Here's the attached file :)

Dave
INSPECTION-LOG-2011-r1.xlsm
1
 
Jarred MeyerProduction ManagerAuthor Commented:
This looks great.. I will try to reproduce all of it here in a minute.. Just wrapping up another task really quick.. One quick question, How do you delete a calculated field from the pivot in it's entirety? Or modify it? i can't seem to figure it out..
0
 
dlmilleCommented:
Go to the calculated field menu (PivotTools->etc.->Calculated Field).  There's a dropdown where you type in the name of the new field, just toggle to find an existing one, where you have the option to MODIFY or DELETE.

Dave
1
 
Jarred MeyerProduction ManagerAuthor Commented:
Got it all set up! Thanks a bunch for the help!
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Cloud Class® Course: Microsoft Office 2010

This course will introduce you to the interfaces and features of Microsoft Office 2010 Word, Excel, PowerPoint, Outlook, and Access. You will learn about the features that are shared between all products in the Office suite, as well as the new features that are product specific.

  • 4
  • 3
Tackle projects and never again get stuck behind a technical roadblock.
Join Now