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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January 26, 2023 - by Bill Jelen


I’m working with the small data set shown here.

Calculated Fields in a Pivot Table

Calculated Fields in a Pivot Table »

January 25, 2023 - by Bill Jelen


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()

Pivot Ranks Don’t Match RANK() »

January 24, 2023 - by Bill Jelen


I set up a pivot table and showed the values as a rank, using Rank Largest to Smallest. Why is the fourth product assigned a rank of #3?

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