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
 

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.
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


Row LabelsSepOctNovDecJanFebMar

<tbody>
</tbody>
Row Labels
Sales
Sales Refund
Group On
Rue La La
Amazon
Raise.com
Gift A Gram
Miscellaneous Income
Meat Suppliers
Hard Goods
Packaging
Inserts

<colgroup><col></colgroup><tbody>
</tbody>
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

Forum statistics

Threads
1,211,740
Messages
6,103,640
Members
447,875
Latest member
kaku_1728

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