qr code excel 2013 CALCULATIONS IN A PIVOT TABLE in Excel

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CHAPTER 3 CALCULATIONS IN A PIVOT TABLE
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3. In the Tools group, click Formulas, and then click Calculated Item. 4. From the drop-down list of formulas, select the formula you want to delete. 5. Click the Delete button, and then click the Close button.
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3.28. Using Formulas: Solve Order
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Problem
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In your pivot table, there are two calculated items: CancelRate: = Cancel/(Cancel+Existing) All: East+West In the pivot table, grand totals are hidden and the calculated items are shown (see the table at the left in Figure 3-29). The example shown is from the SolveOrder.xlsx workbook. However, the CancelRate for All is incorrect. It s a sum of the CancelRate for the individual regions (3.3%+2.5%), instead of a calculation of the CancelRate (3.2/(3.2+111.5)), based on the All totals. You d prefer to have the CancelRate for All be calculated like the CancelRate for the individual regions.
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Figure 3-29. The pivot table, with two calculated items
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Solution
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You can change the Solve Order for the calculated items to get the result you want: 1. Select a cell in the pivot table, and then on the Ribbon, click the Options tab. 2. In the Tools group, click Formulas, and then click Solve Order. 3. Select the All formula, and then click the Move Up button. Click Close. The All CancelRate is adjusted and shows the All cancel ratio, instead of the sum of region ratios (see the table at the right in Figure 3-29).
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Note When you change the Solve Order, it affects all calculated items in the pivot table.
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CHAPTER 3 CALCULATIONS IN A PIVOT TABLE
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How It Works
Calculated items are added to the Solve Order list in the order in which they re created. For any result affected by two or more calculated items, the last calculation listed is the one that determines its value. In this example, the CancelRate calculated item was created first, and then the All calculated item. The bottom-right cell in the pivot table is affected by both calculated items. In the original Solve Order, the All calculated item is last in the Solve Order, so the bottom-right cell shows the result of that formula: East+West. In the revised Solve Order, the CancelRate calculated item is last in the Solve Order, so the bottom-right cell shows the result of that formula: Cancel/(Cancel+Existing).
CHAPTER
Formatting a Pivot Table
ew formatting features were introduced for pivot tables in Excel 2007, including PivotTable Styles, Document Themes, Conditional Formatting, and Report Layouts, which add many exciting options for enhancing the look of your pivot tables. Questions about these new features are addressed in this chapter. Common problems with pivot table formatting include loss of formatting when the pivot table is changed or refreshed, showing or hiding subtotals and grand totals, and retaining formats applied in the source data. Unless otherwise noted, the problems in this chapter are based on data in the sample file named Regions.xlsx.
4.1. Using PivotTable Styles: Applying a Predefined Format
Problem
You create several pivot tables each week. Each pivot table has default formatting applied, and you spend time changing the colors and borders to match your company s specifications. You d like a quick way to format your pivot table, so it easily coordinates with your company s other documents. This example is based on the Regions.xlsx workbook.
Solution
Instead of manually formatting a pivot table, you can apply one of the built-in PivotTable styles, also called quick styles. Quick styles may affect the color and font formatting, and they may add borders and row or column shading. Some styles include horizontal borders or shading, which can make the rows easier to follow in a wide pivot table. Some styles have dramatic or dark colors that may be best suited for presentations or online viewing, rather than printing. Follow these steps to apply a PivotTable style: 1. Select a cell in the pivot table, and on the Ribbon, click the Design tab. In the PivotTable Styles group, you can see one of the styles is selected, and it has a border around it. This is the style currently applied to your pivot table. 2. Point to one of the PivotTable styles, and the pivot table on the worksheet will show a preview of that style. Also, the style s name should appear below the Ribbon, in a ScreenTip (see Figure 4-1), unless you turned off the Screen Tips feature.
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