How to add Calculated Item with Grouped Data?

questforexcel

Board Regular
Joined
Jan 18, 2019
Messages
128
Office Version
  1. 2013
Platform
  1. Windows
Hi,
I tried ungrouping my data and then inserting the calculated item. Which worked.

However, when i try to group the data back in terms of monthly figures, it does not allow that.

Could you kindly guide and advise a way to add a calculated item and still have data grouped month wise rather than showing daily date figures.

Thank you
 

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can you please post an example of your data AND your expected results?
 
Upvote 0
Hi,

Below is a screenshot of my pivot table data and format.

The columns of the dates have been grouped. If i ungroup them, they go to daily date level and am able to insert the calculated item in that case.

However, when I want to try and group the calculated item it doesnot allow that.

Could you please help me to add a calculated item on my pivot and group my dates.

I cannot insert the calculated item in the raw data as it would not be possible for the ledger to calculate these figures on daily movements.

Would appreciate all your assistance. Thank you


[TABLE="width: 728"]
<tbody>[TR]
[TD="width: 190"]Row Labels[/TD]
[TD="class: xl66, width: 118"]Sep[/TD]
[TD="class: xl66, width: 70"]Oct[/TD]
[TD="class: xl66, width: 70"]Nov[/TD]
[TD="class: xl66, width: 70"]Dec[/TD]
[TD="class: xl66, width: 70"]Jan[/TD]
[TD="class: xl66, width: 70"]Feb[/TD]
[TD="class: xl66, width: 70"]Mar[/TD]
[/TR]
</tbody>[/TABLE]
[TABLE="width: 190"]
<colgroup><col></colgroup><tbody>[TR]
[TD]Row Labels[/TD]
[/TR]
[TR]
[TD]Sales[/TD]
[/TR]
[TR]
[TD]Sales Refund[/TD]
[/TR]
[TR]
[TD]Group On[/TD]
[/TR]
[TR]
[TD]Rue La La[/TD]
[/TR]
[TR]
[TD]Amazon[/TD]
[/TR]
[TR]
[TD]Raise.com[/TD]
[/TR]
[TR]
[TD]Gift A Gram[/TD]
[/TR]
[TR]
[TD]Miscellaneous Income[/TD]
[/TR]
[TR]
[TD]Meat Suppliers[/TD]
[/TR]
[TR]
[TD]Hard Goods[/TD]
[/TR]
[TR]
[TD]Packaging[/TD]
[/TR]
[TR]
[TD]Inserts[/TD]
[/TR]
</tbody>[/TABLE]
can you please post an example of your data AND your expected results?
 
Upvote 0
You'd have to add either the month column or the calculated item in the source data. You can't have both in the pivot table.
 
Upvote 0

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