Pivot Table-calculated field based on 2 pivot table fields

smk511

New Member
Joined
May 2, 2014
Messages
3
Hi
I apologize if this becomes hard to follow, I am very new to posting in things like this so very well may not give all of the right info or have all of the correct terminology. I use your forum regularly for help as I am learning Excel, but couldn't find a solution to this.

I am trying to create a % within a pivot table that will be based on 2 other fields that are already in the pivot table. One of the columns is a count and the other is a sum, here is what the pivot table looks like. I need the % Closed to be Qty won divided by Qty Quoted so we can show a close rate.
Qty won is a 'sum' field where I have an if formula in the source data saying basically 'if a quote was won, show 1, if not show zero' so then Qty won in the pivot table is summing the '1s'. The Qty Quoted is a more standard count field in the pivot table based on the Month Quoted (which is the Month shown) simply counting how many times a quote appears in that Month.

I have tried several ways to add the calculated field, but it keeps giving me the same information (as below).

I appreciate any help.

Thanks
smk511

Row Labels
Qty Quoted
Qty won
Revenue Quoted
Revenue Won
Count of % closed
January
185
31
$571,498
$182,788
#DIV/0!
February
166
16
$427,046
$107,277
#DIV/0!
March
182
33
$915,335
$172,468
#DIV/0!
April
209
29
$550,588
$88,816
#DIV/0!
May
193
29
$682,574
$190,881
#DIV/0!
June
164
19
$684,195
$154,668
#DIV/0!
July
211
26
$752,461
$265,622
#DIV/0!
August
265
26
$1,078,066
$168,142
#DIV/0!
September
214
23
$1,006,264
$183,330
#DIV/0!
October
202
24
$996,062
$101,103
#DIV/0!
November
196
19
$985,644
$151,458
#DIV/0!
December
171
26
$566,552
$0
#DIV/0!
Grand Total
2358
301
$9,216,286
$1,766,552
#DIV/0!

<tbody>
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Select range and press Ctrl+Shift+2 to format cells as time. (Shift 2 is the @ sign).
Welcome to the Board!

It should just be % Won/% Quoted.

Can you post your calculation?
 
Upvote 0
Thanks Smitty

My formula currently is ='Month Won'/'Month Quoted' (which obviously isnt working)
When I go in to create a calculated field it only gives me the fields that are in my Source Data....not the ones that are already calcuated in the pivot table.
Below is a sample of my source data.
Qty Quoted is a COUNT on the Quote # Column (C)
Qty Won is a SUM on the Quote Won? Column (M)

Ive been known to overcomplicate things for the sake of just using what I know, so please let me know if I am going about this wrong.

Thanks
Shante


Customer #Company NameQuote #Quoted DateTotalAEAREstimatorAE CommentOrder DateTotal JobWon TotalQuote won?For % CalcMonth QuotedYear QuotedMonth WonYear Won
3722Czarnowski Pittsburgh003-605-C1/28/2013$3.50 Kevin OkonJaime HenricksonDan Stefl 2/4/2013$853$85311January2013February2013
1607Visual Marketing Mentors, Llc004-565-G11/12/2013$264.37 Tony RicciShante KatinskyDan Stefl NA$0 0November2013November
374Vision Exhibits, Inc005-829-C5/30/2013$5,115.75 Open TerritoryKelly ReederDan Stefl NA$3,362$3,3620May2013May
14Dimensional Dynamics007-880-C4/2/2013$435.27 Brianna ZiomekAmber EisenbeisShante Katinsky 4/2/2013$0 11April2013April2013

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Upvote 0

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