Kristy, the easiest way to get your Met/Plan
calculation into your PivotTable is the following:
1. Drag 'Type' field to the DATA area and re-Name
it to '% of Plan'
2. Press the [ Options >> ] button, set the "Show
data as" field to "% Of", set the "Base field" to
"Type", set the "Base item" to "Plan", and press
[ OK ].
3. After pressing the [ Finish ] button you'll
notice that this adds 2 additional columns labelled
'Met' and 'Plan'. The 'Met' column is equivalent
to Met/Plan, and obviously, the 'Plan' column is
Plan/Plan.
This extra column is the downside of this approach.
If you can't tolerate this extra column let me know
and will find another (more complex) approach that
will undoubtedly involve the addition of more
columns to your data set.
Mark,
Thanks for your solution! I tried it, works great BUT my users don't like that extra column. They want that grand total line gone altogether until I find a solution!
They will be using drilldrown so they will see the extra columns, right? I think that's a small price to pay.
What would the extra columns have to be to get this to work?
TIA,
Kristy
, the easiest way to get your Met/Plan
Kristy, I was too optimistic about an alternate
solution. Because you have 'Type' in the COLUMN
area both of its items, "Met" and "Plan", continue
to show. However, there is one more approach --
hide the extraneous "Plan" column, format the
cells in the column immediately to the right of
the PivotTable with a left-hand border, select
the "Met" label beneath the "Met/Plan" label and
format it as ;;; to hide its presence.