Group Text Fields to Build Territories

January 27, 2023 - by Bill Jelen

Group Text Fields to Build Territories

Problem: As shown in the previous topic, adding calculated items causes the totals to be wrong. I want to test grouping offices into territories. How can I do it?

Strategy: In Build a Better Top 5 Using Groups you learned how to group text in a pivot table. Building territories works in a similar fashion. Follow these steps:

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Add a Calculated Item to Group Items in a Pivot Table

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Calculated Fields in a Pivot Table

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I need to include in a pivot table a calculation that is not in my underlying data. My data includes quantity sold, revenue, and cost. I would like to report gross profit and average price.

Pivot Ranks Don’t Match RANK()

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