Adam Ehrenworth
asked on
Excel 2010 - Custom Calculation in Pivot Table
I have training complete/incomplete report in Excel that is a pivot table by Leader name and the people below that that have either complete or not complete their training.
I am wondering if there is an easy way to include a calculation for the percent Incomplete for all summary types so there is one for Audience (Annual versus CIA) and once for Curriculum (R&D vs Commercial) and then there is a line per Leader Name.
can this also be accomplished if the Complete field is "hidden" or how could that be done? The pivot table will most likely be locked when this is distributed so they cant adjust it
thanks
Adam
I am wondering if there is an easy way to include a calculation for the percent Incomplete for all summary types so there is one for Audience (Annual versus CIA) and once for Curriculum (R&D vs Commercial) and then there is a line per Leader Name.
can this also be accomplished if the Complete field is "hidden" or how could that be done? The pivot table will most likely be locked when this is distributed so they cant adjust it
thanks
Adam
ASKER
How many lines of data do you need to test this out? The original data is over 20k lines
Just a couple hundred will probably do; enough to show a few lines of detail under each Curriculum type
ASKER
Here is a sample file- I just used Generic Leader names and the first name of the "learners" that took training.
Thanks
Adam
sample.xlsx
Thanks
Adam
sample.xlsx
I've taken your sample data and created the following PivotTable:
The Values section actually shows a count of the LearnerName twice: once as a standard Count, then again as a percentage of the parent column total. In this case, the "parent column" is the "Audience" (Annual or CIA). As stated earlier, you can change the way values appear by right-clicking on any value, then selecting the type as shown below:
I also re-labeled the percentage columns for clarity ("Pct"). See the attached file.
-Glenn
EE-SamplePivot.xlsx
The Values section actually shows a count of the LearnerName twice: once as a standard Count, then again as a percentage of the parent column total. In this case, the "parent column" is the "Audience" (Annual or CIA). As stated earlier, you can change the way values appear by right-clicking on any value, then selecting the type as shown below:
I also re-labeled the percentage columns for clarity ("Pct"). See the attached file.
-Glenn
EE-SamplePivot.xlsx
ASKER
thank you... THIS IS VERY Useful. quick question
Is there anyway to organize this so that I can see the total incomplete (with percent ) for both CIA and Annual? looks like the calculation doesn't work when I put status on top.
Also how can I have the percent incomplete show up as a grand total. Right now when it did it that percentage calculation is showing up as 100% instead of whatever the real value is.
THANKS!
Is there anyway to organize this so that I can see the total incomplete (with percent ) for both CIA and Annual? looks like the calculation doesn't work when I put status on top.
Also how can I have the percent incomplete show up as a grand total. Right now when it did it that percentage calculation is showing up as 100% instead of whatever the real value is.
THANKS!
If you turn on Grand Totals for Columns, you'll see total count and percentage complete/incomplete for each Audience. See the attached, revised example.
EE-SamplePivot.xlsx
EE-SamplePivot.xlsx
ASKER
Ok thanks - got that working... I think the last piece is the one that may not be possible. If I wanted to have a total count (combined CIA and Annual) and the same percent calculation as a third value is there way to do that? When I add Grand totals by row the PCT calc is coming up as 100%.
I am thinking this would need to be done with a separate pivot table maybe?
Thanks,
Adam
I am thinking this would need to be done with a separate pivot table maybe?
Thanks,
Adam
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ASKER
I was playing around with something similar but this was a great idea!!!
thank you for all of your help
thank you for all of your help
You're welcome.
ASKER
Thanks again
I tried replicating a PivotTable but couldn't get the exact same layout. Can you provide a redacted version of the source data (hiding Leader names)? That would help greatly,
Regards,
-Glenn