I have two columns in a pivot table. Count of Work orders, and Sum of the Cost.
I want to insert a calculated field that simply divides the sum of cost by count of work orders to get an average per work order.
When I put I insert a calculated field with the following formula, it yields the total cost, not the average. You'll see the fields are subtotal (cost) and WO#(work order)
And here is what the output looks like in my pivot table.
When you add a calculated field in a pivot table, you need to only add the reference, not a calculation inside of it, so you don't need to add Sum or Count in your definition. However, Excel works calculated fields in a very infuriating manner - first it adds your values and then performs the calculation - if, for example, I have a calculated field that's simply field3=field2/field1, when I want to display the SUM of these values, instead of sum(field3), it does sum(field2)/sum(field1)
I would recommend doing this calculation outside of the pivot.
For example, see my results when I have the following table as input for a pivot
I had the same issue and found the answer I needed. Like the OP, I want to calculate an average -- SUM(field 1) divided by COUNT(field 2) -- but the problem with this is that there are two functions in the same formula (SUM divided by COUNT). As we have seen, using multiple functions in the same calculation produces unintended results.
The key that worked for me was to create a new field (field 3) in the raw data with a formula that assigns a 1 to items I want to count and a 0 to items I don not want to count, so the count of this column is just the sum. In this way, I convert COUNT(field 2) in the denominator to SUM(field 3). So, the result I need is now SUM divided by SUM, same function on top and bottom, which Excel can handle. And luckily for me in this situation, Excel's "infuriating manner" of calculating is exactly what I want.
As Fernando stated, the calculated field should just refer to the field itself; it shouldn't use SUM or COUNT or anything else. The function you want will be applied when you add the field to the pivot table and you choose the function you want.
I set my calculated function to be [field 1 / field 3], with an IF statement to avoid division by 0, and I used the SUM function when I put the calculated field in the pivot table. The end result is SUM(field 1) / SUM(field 3), which equals SUM(field 1) / COUNT(field 2)
Summary:
Restate your formula so that the same function is used on all fields; for example, find a way to restate an average (SUM/COUNT) to be SUM/SUM or COUNT/COUNT, etc.
Add fields to the raw data that will aid in the restated formula; for example, if your restated formula uses a SUM instead of a COUNT, create a new field in the raw data that assigns 1's and 0's so that the sum of this new field is equal to the count of the other field.
Create the calculated pivot field that uses the fields corresponding to the restated formula, including the new field you just created; do not use SUM or COUNT at this point.
Add your calculated field to the data area of the pivot table and choose the function you want; this function will be applied to each field that is referenced in the formula of the calculated field.
Related
I have two tables and want to take a row of one and a column of the other as two arrays, then multiply first with first, second with second... and sum up all those products.
This is what I got:
=SUMPRODUCT(OFFSET(Rezepte; MATCH([#Cocktail]; Rezepte[Cocktail]); 1; 1; 36); OFFSET(Zutaten; 0; 1; 36; 1))
As you can see I try to take arrays from my tables using OFFSET and calculate my answer using SUMPRODUCT
It returns "A value in this formula is the wrong data type", however when I put the either one of the inner OFFSET functions twice instead of the other one, it works just as intended. So there seems to be some incompatibility there.
The first table contains recipes for cocktails, each cocktail has a row of values for the measures of all ingredients. The second table lists all ingredients and what their price per liter is (currently dummy values). I want to multiply the measures with the prices and add the values to calculate the price for each cocktail. I know, it's kind of an odd use case :)
And here is what the tables look like:
Table one, of which I want to take one row
Table two, of which I want to take one column
Table three, in which I want the answer to be displayed
When using SUMPRODUCT() on a row and column, I use TRANSPOSE():
=SUMPRODUCT(A1:C1,TRANSPOSE(E3:E5))
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:
These are the individual data points of the data model:
These are the monthly salaries of the employees (obtained using the pivot table from the data model's data):
Each cell will then be used as the Lookup value which will be run through a table.
The lookup value is to be looked up in column A and column B of the table below and if it is matched (within the range), it will return the corresponding value under column C.
I am unable to find any index and match or vlookup functions in the power pivot functionality of excel using measures--which are used to get some analytics on aggregated values on report objects such as pivot tables.
I have found LOOKUPVALUE( <result_columnName>, <search_columnName>, <search_value>[, <search_columnName>, <search_value>]…) which is a DAX function however, the issue here is that I am doing a range lookup and as shown below, I don't know if you can have an array as an argument to the function.
Traditional calculated fields also do not allow arrays in the formulas.
Lookupvalue() only works on a single column lookups because it will return an empty cell if it cannot find a match as shown below:
But when it does find a match using the table below:
It will work just fine:
First, you need to create a measure for Pay:
Total Pay = SUM(Table1[Pay])
It's important to do it as a measure instead of just dropping 'Pay' into a pivot table (this is called an 'implicit measure' and is concidered a bad practice).
Then, let's say your table with pay ranges is named "Pay Ranges". Create another measure:
Returned Value =
CALCULATE(
VALUES('Pay Ranges'[Value To Return]),
FILTER( 'Pay Ranges',
[Total Pay] >= 'Pay Ranges'[Lower Bound] &&
[Total Pay] < 'Pay Ranges'[Upper Bound]
))
Make sure that all these formulas are Measures, not calculated columns.
Also, the formula relies on the correct construction of the ranges. If they overlap, you will get an error.
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 would like to know how to add a weighted average in my pivot table. In fact, I need to do the following calculation: SUM(col1 * col2)/SUM(col2).
I tried to do it by using the calculated field option but when I enter my formula, I just have the following result as an output: SUM((col1 * col2)/col2) which is equal to SUM(col1).
You will need 1 calculated field, and 1 helper column
Helper Column
col3=col1*col2
Calculated field:
CF=Col3/Col1
If you try to do the helper column as a calculated field, it will sum col1 and col2, then multiply them together which results in a meaningless answer
Given you are after the Excel Pivot table version of a weighted average, I think you might find this article useful:
http://excelribbon.tips.net/T007129_Weighted_Averages_in_a_PivotTable.html
The only thing it doesn't mention is what to do if your weighting sums to zero (in which case you will divide by zero). To avoid that ugliness you can use your Pivot table's DisplayErrorString and ErrorString properties, e.g.
oPivot.DisplayErrorString = True
oPivot.ErrorString = "--"
Though obviously that may hide real errors elsewhere in your Pivot table.
Try to use
=SUMPRODUCT(A1:A6, B1:B6)/SUM(B1:B6)
This article may help you: Calculate Weighted Average in Excel by Ted French