Link to home
Start Free TrialLog in
Avatar of woodsboro_kid
woodsboro_kid

asked on

Calculated Field in Pivot Table

I need to use a calculated field to calculate the difference between the 2012 Margin (col. J) and the 2013 Margin (col. K). I know I can easily do this outside the pivot table. But can it be done inside the pivot table using a calculated field?
Sales-by-Category-YTD.xlsx
ASKER CERTIFIED SOLUTION
Avatar of NBVC
NBVC
Flag of Canada image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
You can do this within a pivot table (sort of), but it will show you only the difference and you have to reset the base year each year.  Click on 'Value Field Settings" on the value field (i.e. Sales) then click the "Show Values As" tab.  Choose the drop-down "difference from".  On the left choose the date field. On the right choose the base year.  Since you have to choose the base year, it will always compare each column to the base year.    

PowerPivot, however, can do it correctly so I recommend using PowerPivot instead.  If you get PowerPivot up and running and want advice on how this works, just reply to this thread and I will try to help.  You need to first be connected to the data source in PowerPivot and create a PowerPivot table with it.