My pivot table contains the Sum and % of 'N' and 'Y' queries generated using the PivotTable '% of RowTotal' and 'Sum Values' functions.
I want to generate a Pivot Chart that Filters for FirstOpenedText and only includes two columns "Sum of # of Queries Issued 2" and "Total Sum of # of Queries Issued".
Is there a way to plot only the selected columns instead of everything in PivotChart?
PS:
I tried formatting the table to hide unused columns but the format messes up every time I filter something in the chart.
I can't plot a normal graph too as I need the Filter function in the graph.
Please help.. TYSM!
Related
I have a simple PivotTable that is just counting 1 column of data called "Conditions".
I have added "Conditions" (which is just text) to the "Rows", and the Value is a count of the "Conditions".
What I would now like to do is add a % column to the PivotTable using a fixed division of 2336, i.e. SUM(Conditions / 2336)
However, I can't get the formula to work using a calculated field, so that it's part of the PivotTable
It works if I add a formula manually to an adjacent row i.e. =GETPIVOTDATA("Conditions",$A$3,"Conditions",$A4)/2336
Then copy it down, but as it isn't linked to the PT, so when you collapse the PT data it stays static, and doesn't look right.
Is it possible to add the formula so that it for part of the PT and shows the % of conditions i.e. divided by 2336?
I'm using Excel 2010
First, add another column to your data and input a 1 for all rows. I titled this as "Count". Then your calculated field is simply Count/24.
I have column ('CSAT') in a sheet that has numbers 1 and 0 in each cell. '1' represents 'Satisfied' and '0' represents 'Disatisfied'. I want to make a pivot from this sheet and have a new calculated field in it ('CSAT %') that will give me the score by dividing (Total 'Satisfied') count by (Total 'Dissatisfied + Total 'Satisfied') * 100.
I tried with COUNTIF but i dont think we can use this formula in pivot
Calculated Fields and Items in PivotTables are tricky. The main tripping point is understanding that Calculated Fields and Items operate on the totals, not on the individual values in the underlying data.
For example, if you created a new Field that was equal to Field1 * Field2 and data is being summarized by SUM, Excel doesn't multiply all of the respective values in each field and then sum the results. It first sums the fields for each category and then multiplies those results. What it's really doing is SUM(Field1) * SUM(Field2) for each category.
You can use some worksheet functions in the calculated fields, but you have to remember you're still operating on the totals. So if you created a new Field that was equal to Count(Field1) * Count(Field2), you're (almost) always just going to get an answer of 1. This is because the calculation is actually doing Count(SUM(Field1)) * Count(SUM(Field2)) for each category. The sum of each field is a single number, so the calculation is just doing 1*1 for each category.
So for this reason, you can't use aggregating functions like SUMIF or COUNTIF which need to look at each individual elements. Since you need to look at individual elements, you actually can't use a Calculated Field for your solution at all.
What you can do is use a Calculated Item!
The main catch here is you can't use any field in more than 1 location when calculated items are involved. Excel just throws an error message saying you're not allowed.
So if you have a category column as well as the CSAT column, you need to create another dummy column full of 1's to operate on.
You can then set up pivot table as follows:
Category field to Rows.
Dummy field to Data area, summarized by Sum
CSAT field to Columns
Click on the CSAT column headers in the pivot table and choose: PivotTable Tools > Fields, Items, & Sets > Calculated Item
Set Name for your new Item to CSAT%
Enter the formula: ='1'/('0'+'1')
On the CSAT field, hide items 1 and 0, so only the CSAT% field is visible
Result:
A couple of notes:
When entering fields and items in calculated fields and items, do so by placing the cursor where you want in the Formula then double clicking on the field/item name from the lists below. This will add brackets and quotes as required in the correct format.
Note that the formula doesn't need SUM around the item names, because calculated fields/items always work on the total of values. They are totalled according to how the data is summarized in the pivot table.
The dummy column was added with all values of 1 so that summing these values gives you the count, from which the percentage can be calculated using the formula specified.
Answer without using calculated fields:
Assuming you have categories in the row fields, you can put CSAT as a column field as well as a data field then choose to summarize values by Count and show values as a percentage of row totals:
After putting CSAT in column and data fields, right click on the data and select Summarize Values By > More Options...
First choose to Summarize Values By Count:
Then click Show Values As tab and select % of Row Total:
You'll then have percentage of 1's under the CSAT=1 column:
I am using Excel from Microsoft Office 365 ProPlus.
Here's a really simple data table.
I want to build a Pivot Table around it to look like this...
... except that the "what I want" column (which is the count of items in Column C divided by the count of items in Column B) should be a part of the pivot table.
I have tried all sorts of things using calculated fields, calculations on fields, etc., to add the "what I want" column and just cannot make it work.
Can anyone help?
Calculated Fields only operate on the Sum of the elements in the data tables. Wherever you see a Field Name in the formula for a Calculated Field, picture it as meaning the sum of all elements for that field (that match any other row/column criteria in the Pivot Table).
Putting "= B / C" actually means "= SUM(B) / SUM(C)" for elements of columns B and C that fit that section of the Pivot Table.
The only way to achieve your goal is with two helper columns:
B Count: =COUNT([#B])
C Count: =COUNT([#C])
The sum of these columns then give you the count of columns B and C, so you can use these helper columns to give you what you want:
The Data Field based on the Calculated Field then says "Sum of What U Want", but it will always just be the result of your calculation, even if you change how the field is summarized through Value Field Settings. You can manually rename the Data Field, but it still needs to be different to the Calculated Field name you chose earlier.
Click in the Pivot Table, then go to the Analyze tab, click on Fields, Items, & Sets, then select Calculated Field. Your formula is probably
= B / C
I'm currently creating a Pivot table in excel with several filters which read in rows.
What I need to do is associate a cell that sits outside of the pivot table, with the row of content within the pivot table. So that whenever a filter is applied within the pivot table the content outside it behaves in the same way.
I don't want the values/text within the cells to change - just to follow the behaviour of the filtered content in the table.
I've tried to add this 'outside' info to the pivot table but it just makes it over complicated.
Please can anyone help? Is this even possible?
hard to answer without knowing exactly what you're trying to do however using the GETPIVOTDATA formula may achieve your desired result
(https://support.office.com/en-gb/article/GETPIVOTDATA-function-026db7b1-dd6f-4057-9396-2c2798d159db)
=GETPIVOTDATA("Value",$B$9,"Row Label","Row Value")
"Value" = the name of the field you want to return a result for
$B$9 = location of any cell in the pivot table
"Row Label" (optional, repeatable) = field that you want to filter by from row labels (if left blank will return grand total)
"Row Value" = value of filter applied to Row Label, can be a formula e.g. if row labels are in column B and you want the filter to relate to whichever value is on row 10 you can use B10
changing the values in your report filter will edit the result of this formula
My pivot table has 3 columns:
Row label (expand/collapse items in each row)
Count of Case
Count of Assigned
My DATA sheet has 2 sets of data:
"Case" (line item for every bug, feature, etc.)
"Assigned" (name of the person assigned to the case)
On the pivot table, how do I display a column that effectively displays "X is Y % of Z" (assigned/case as percent)?
Example: http://i.imgur.com/ye0lkTH.jpg
In the linked image, Case (Z) is '10' and Assigned (X) is '3'. A third column should display "30%" (Y).
I've tried Calculated Field and even reduced "Assigned" to a 1 or 0 on the DATA sheet (as a pseudo "True" or "False", and then using that data in the Pivot Table) - all to no avail.
Please help! I'd really appreciate it.
Looks like you cannot use count() in the calculated fields. I would try to manipulate the source data so that you are summing numbers and not counting 'names'. Then, create a calculated field as shown below: