How to add Calculated Item with Grouped Data?

questforexcel

Board Regular
Joined
Jan 18, 2019
Messages
92
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
 

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CyrusTheVirus

Well-known Member
Joined
Jan 28, 2015
Messages
737
Office Version
  1. 365
Platform
  1. Windows
can you please post an example of your data AND your expected results?
 

questforexcel

Board Regular
Joined
Jan 18, 2019
Messages
92
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?
 

RoryA

MrExcel MVP, Moderator
Joined
May 2, 2008
Messages
36,753
Office Version
  1. 365
  2. 2019
  3. 2016
  4. 2010
Platform
  1. Windows
  2. MacOS
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.
 

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