PivotTable Percentage A-B

J

judgepax

Board Regular
Joined
Jan 20, 2009
Messages
53
I have a very large set of data (7000+ rows) that I am using a PivotTable to summarize. Simplifed, PivotTable looks like following. "Revenue" and "Expenses" were in the raw 7000-row data, and I created a PivotTable "Calculated Field" for both "Margin$" and ""Margin%". Issue I am having is showing the "Margin%" Variances.

Good example of the problem is Frisco's Apples: for now the PivotTable is giving me a -10% Margin% (-20 Margin / 200 Revenue) but what I want the Variance Margin% to show is -5% (10% Actual - 15% Budget).

PivotTable is working perfect for everything else so I am hoping a bright mind out there will know how to keep the Margin% as Revenue/Expenses for Actual and Budget, but Margin% as Actual-Budget for Variance.

Thanks, y'all!

[TABLE="class: grid, width: 500, align: left"]
<TBODY>[TR]
[TD][/TD]
[TD][/TD]
[TD="align: center"]Actual
Apples[/TD]
[TD="align: center"]Actual
Bananas[/TD]
[TD="align: center"]Actual
Oranges[/TD]
[TD="align: center"]Budget
Apples[/TD]
[TD="align: center"]Budget
Bananas[/TD]
[TD="align: center"]Budget
Oranges[/TD]
[TD="align: center"]Variance
Apples[/TD]
[TD="align: center"]Variance
Bananas[/TD]
[TD="align: center"]Variance
Oranges[/TD]
[/TR]
[TR]
[TD]Frisco[/TD]
[TD]Revenue[/TD]
[TD="align: right"]1000[/TD]
[TD="align: right"]1500[/TD]
[TD="align: right"]2000[/TD]
[TD="align: right"]800[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]1400[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]900[/TD]
[TD="align: right"]600[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Expense[/TD]
[TD="align: right"]900[/TD]
[TD="align: right"]1425[/TD]
[TD="align: right"]1720[/TD]
[TD="align: right"]680[/TD]
[TD="align: right"]546[/TD]
[TD="align: right"]1176[/TD]
[TD="align: right"]220[/TD]
[TD="align: right"]879[/TD]
[TD="align: right"]544[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin$[/TD]
[TD="align: right"]100[/TD]
[TD="align: right"]75[/TD]
[TD="align: right"]280[/TD]
[TD="align: right"]120[/TD]
[TD="align: right"]54[/TD]
[TD="align: right"]224[/TD]
[TD="align: right"]-20[/TD]
[TD="align: right"]21[/TD]
[TD="align: right"]56[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin%[/TD]
[TD="align: right"]10%[/TD]
[TD="align: right"]5%[/TD]
[TD="align: right"]14%[/TD]
[TD="align: right"]15%[/TD]
[TD="align: right"]9%[/TD]
[TD="align: right"]16%[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
[TR]
[TD]Denver[/TD]
[TD]Revenue[/TD]
[TD="align: right"]1000[/TD]
[TD="align: right"]1200[/TD]
[TD="align: right"]3000[/TD]
[TD="align: right"]1000[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]3200[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]-200[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Expense[/TD]
[TD="align: right"]920[/TD]
[TD="align: right"]1080[/TD]
[TD="align: right"]2430[/TD]
[TD="align: right"]850[/TD]
[TD="align: right"]546[/TD]
[TD="align: right"]2688[/TD]
[TD="align: right"]70[/TD]
[TD="align: right"]534[/TD]
[TD="align: right"]-258[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin$[/TD]
[TD="align: right"]80[/TD]
[TD="align: right"]120[/TD]
[TD="align: right"]570[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]54[/TD]
[TD="align: right"]512[/TD]
[TD="align: right"]-70[/TD]
[TD="align: right"]66[/TD]
[TD="align: right"]58[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin%[/TD]
[TD="align: right"]8%[/TD]
[TD="align: right"]10%[/TD]
[TD="align: right"]19%[/TD]
[TD="align: right"]15%[/TD]
[TD="align: right"]9%[/TD]
[TD="align: right"]16%[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
[TR]
[TD]Atlanta[/TD]
[TD]Revenue[/TD]
[TD="align: right"]1000[/TD]
[TD="align: right"]300[/TD]
[TD="align: right"]5000[/TD]
[TD="align: right"]1200[/TD]
[TD="align: right"]600[/TD]
[TD="align: right"]3600[/TD]
[TD="align: right"]-200[/TD]
[TD="align: right"]-300[/TD]
[TD="align: right"]1400[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Expense[/TD]
[TD="align: right"]850[/TD]
[TD="align: right"]285[/TD]
[TD="align: right"]4450[/TD]
[TD="align: right"]1020[/TD]
[TD="align: right"]546[/TD]
[TD="align: right"]3024[/TD]
[TD="align: right"]-170[/TD]
[TD="align: right"]-261[/TD]
[TD="align: right"]1426[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin$[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]15[/TD]
[TD="align: right"]550[/TD]
[TD="align: right"]180[/TD]
[TD="align: right"]54[/TD]
[TD="align: right"]576[/TD]
[TD="align: right"]-30[/TD]
[TD="align: right"]-39[/TD]
[TD="align: right"]-26[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin%[/TD]
[TD="align: right"]15%[/TD]
[TD="align: right"]5%[/TD]
[TD="align: right"]11%[/TD]
[TD="align: right"]15%[/TD]
[TD="align: right"]9%[/TD]
[TD="align: right"]16%[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
[TR]
[TD]Grand Total[/TD]
[TD]Revenue[/TD]
[TD="align: right"]3000[/TD]
[TD="align: right"]3000[/TD]
[TD="align: right"]10,000[/TD]
[TD="align: right"]3000[/TD]
[TD="align: right"]1800[/TD]
[TD="align: right"]8200[/TD]
[TD="align: right"]0[/TD]
[TD="align: right"]1200[/TD]
[TD="align: right"]1800[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Expense[/TD]
[TD="align: right"]2670[/TD]
[TD="align: right"]2790[/TD]
[TD="align: right"]8600[/TD]
[TD="align: right"]2550[/TD]
[TD="align: right"]1638[/TD]
[TD="align: right"]6888[/TD]
[TD="align: right"]120[/TD]
[TD="align: right"]1152[/TD]
[TD="align: right"]1712[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin$[/TD]
[TD="align: right"]330[/TD]
[TD="align: right"]210[/TD]
[TD="align: right"]1400[/TD]
[TD="align: right"]450[/TD]
[TD="align: right"]162[/TD]
[TD="align: right"]1312[/TD]
[TD="align: right"]-120[/TD]
[TD="align: right"]48[/TD]
[TD="align: right"]88[/TD]
[/TR]
[TR]
[TD="align: right"][/TD]
[TD]Margin%[/TD]
[TD="align: right"]11%[/TD]
[TD="align: right"]7%[/TD]
[TD="align: right"]14%[/TD]
[TD="align: right"]15%[/TD]
[TD="align: right"]9%[/TD]
[TD="align: right"]16%[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</TBODY>[/TABLE]
 
Sort by date Sort by votes
You must log in or register to reply here.

Similar threads

O
  • Solved
Find and match header in different location for the column based on sheet name
Replies
8
Views
181
Omar M
O
A
  • Solved
How sort duplicates data under each other of them for each duplicates dates
Replies
5
Views
187
Peter_SSs
Peter_SSs
S
  • Question Question
VBA Separate Day and Time to Another Column if condition meet
2
Replies
10
Views
165
SamKhem
S
K
  • Question Question
Populate Based on Actual and Budget
Replies
2
Views
145
kumara_faith
K
A
  • Question Question
Create report by matching part of item and populate for each cell under item across sheets
Replies
2
Views
265
Ali M
A

Share this page

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top