Pivot Tables, Excel 2016, use % of Grand Total as an input in calculated field/measure?
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I have an Excel 2016 Pivot Table question. I want to use the % of Grand Total value that a pivot table can generate, as an input for a calculated field.
Reason - I'm attempting to calculate a true monthly target based on 2 factors:
- What was the target for the day (can change every week)
- What percent of volume was received for the day (The weight of the day on the whole month)
Generally (without a pivot table), I get my volume by day and total it for the month. Then for each day it is volume of day / volume of month for a percentage. Then, I can use SumProduct(% of day, target) & it will produce a goal for the month based on the daily goal and the impact it had on the month.
IE for 3 days:
vol target Weight
48 55% 39.0%
50 60% 40.7%
25 75% 20.3%
SumProduct(Target, Weight) will produce 61.1% target for the month.
Now, using a pivot table, I can do an average of the target. This works when I'm using a daily or weekly view, but begins to fail whenever I look at a monthly view. I can use the pivot table to generate the weight by doing a sum of Volume and displaying as % of grand total. But how to do I create a calculate field or measure where I can get the % of grand total as an input to correctly view a target for the month? In my mind the formula inside the pivot should look something like =SUMPRODUCT(% of Grand Total [Volume], Target)
excel pivot-table excel-2016
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up vote
-1
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I have an Excel 2016 Pivot Table question. I want to use the % of Grand Total value that a pivot table can generate, as an input for a calculated field.
Reason - I'm attempting to calculate a true monthly target based on 2 factors:
- What was the target for the day (can change every week)
- What percent of volume was received for the day (The weight of the day on the whole month)
Generally (without a pivot table), I get my volume by day and total it for the month. Then for each day it is volume of day / volume of month for a percentage. Then, I can use SumProduct(% of day, target) & it will produce a goal for the month based on the daily goal and the impact it had on the month.
IE for 3 days:
vol target Weight
48 55% 39.0%
50 60% 40.7%
25 75% 20.3%
SumProduct(Target, Weight) will produce 61.1% target for the month.
Now, using a pivot table, I can do an average of the target. This works when I'm using a daily or weekly view, but begins to fail whenever I look at a monthly view. I can use the pivot table to generate the weight by doing a sum of Volume and displaying as % of grand total. But how to do I create a calculate field or measure where I can get the % of grand total as an input to correctly view a target for the month? In my mind the formula inside the pivot should look something like =SUMPRODUCT(% of Grand Total [Volume], Target)
excel pivot-table excel-2016
add a comment |
up vote
-1
down vote
favorite
up vote
-1
down vote
favorite
I have an Excel 2016 Pivot Table question. I want to use the % of Grand Total value that a pivot table can generate, as an input for a calculated field.
Reason - I'm attempting to calculate a true monthly target based on 2 factors:
- What was the target for the day (can change every week)
- What percent of volume was received for the day (The weight of the day on the whole month)
Generally (without a pivot table), I get my volume by day and total it for the month. Then for each day it is volume of day / volume of month for a percentage. Then, I can use SumProduct(% of day, target) & it will produce a goal for the month based on the daily goal and the impact it had on the month.
IE for 3 days:
vol target Weight
48 55% 39.0%
50 60% 40.7%
25 75% 20.3%
SumProduct(Target, Weight) will produce 61.1% target for the month.
Now, using a pivot table, I can do an average of the target. This works when I'm using a daily or weekly view, but begins to fail whenever I look at a monthly view. I can use the pivot table to generate the weight by doing a sum of Volume and displaying as % of grand total. But how to do I create a calculate field or measure where I can get the % of grand total as an input to correctly view a target for the month? In my mind the formula inside the pivot should look something like =SUMPRODUCT(% of Grand Total [Volume], Target)
excel pivot-table excel-2016
I have an Excel 2016 Pivot Table question. I want to use the % of Grand Total value that a pivot table can generate, as an input for a calculated field.
Reason - I'm attempting to calculate a true monthly target based on 2 factors:
- What was the target for the day (can change every week)
- What percent of volume was received for the day (The weight of the day on the whole month)
Generally (without a pivot table), I get my volume by day and total it for the month. Then for each day it is volume of day / volume of month for a percentage. Then, I can use SumProduct(% of day, target) & it will produce a goal for the month based on the daily goal and the impact it had on the month.
IE for 3 days:
vol target Weight
48 55% 39.0%
50 60% 40.7%
25 75% 20.3%
SumProduct(Target, Weight) will produce 61.1% target for the month.
Now, using a pivot table, I can do an average of the target. This works when I'm using a daily or weekly view, but begins to fail whenever I look at a monthly view. I can use the pivot table to generate the weight by doing a sum of Volume and displaying as % of grand total. But how to do I create a calculate field or measure where I can get the % of grand total as an input to correctly view a target for the month? In my mind the formula inside the pivot should look something like =SUMPRODUCT(% of Grand Total [Volume], Target)
excel pivot-table excel-2016
excel pivot-table excel-2016
asked Nov 12 at 20:04
MartyMcfly0033
467
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