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excel – How to add condition to pivot table showing part of or manipulated source data

Posted by: admin May 14, 2020 Leave a comment

Questions:

I have an Excel sheet that has headers customers, number of cases, missed targets. Missed target tells how many out of all the cases has been missing target time.
I would like to create a pivot table and a chart of it showing the ratio of the missed target cases divided by all the cases related to a customer, basically telling you which the most problematic customers are.

How to&Answers:

You can create a calculated field which you will be able to use in your pivot table.

In the Pivot Table tools, you’ll find an option called Fields, Items, & Sets. From there, choose Calculated Field. Give the field a name like “Ratio of Missed Target” and then enter the formula you require: ='missed targets' / 'number of cases' Click Add.

How it would look in Excel 2003 (the version I have access to at the moment)

This is how it would look in Excel 2003 (the version I have access to at the moment)

Then you will be able to use this field in your Pivot Table just as any other field.