troubleshooting Question

Excel Pivottable non-calculated fields

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pbisseggerFlag for Canada asked on
Microsoft OfficeMicrosoft Excel* Pivot Tables* Excel Table
10 Comments1 Solution18 ViewsLast Modified:

I am trying to solve a problem with Excel (2016 Mac). Or see if it an be solved.

Just took a Udemy course on Pivottables, because although I consider myself very strong in Excel (used to do VBA programming in Excel, and VLookup is my favorite formula), I realize I haven't really learned anything new in Excel in the last 15+ years.  

I am in sales and have to do a lot of reporting and found that Pivottables could save me a ton of time - so I thought.

I am struggling with the issue that there can only be 1 column which is NOT calculated in a Pivottable - everything else needs to be calculated. This is an issue because I have 'index numbers' that I need also to display.

Think of a sales opportunity. I need the Pivottable to display the description or title of the deal. But I also need to display the Opportunity Number for people to find it  - it's the unique ID (no, I do not want to display the 'Sum of the Opportunity Number', or the 'Count of Opportunity number' beside the deal title)...

I can imagine there are other people who have to display Jira tickets in a month (with the ticket ID), or database issues during the month (with an issue number, or a timestamp), or logistics shipments to a person (with the package ID/barcode).

Is there no way to also include a second NON CALCULATED field in Pivottables, which is directly related to the primary field ? Or is there a work-around rather than having to concatenate 2 fields in my raw data since Pivottable cannot handle it)?

It's like I found a pot of gold, but the gold is worthless...


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