software

Hi,

I am having trouble creating a pivot table to show variance between planned
vs actual units.
Currently my data is broken down into the following fields, Team, Type,
Month, Actual Units, Planned Units.

I would like the pivot table to show if the current teams are meeting their
monthly goals by comparing the planned vs actual units and showing the
percentage.

Team (all)
(page)
Month
Jan Feb March . . . . . (column)
Actual 100 110 90
Planned 90 110 100
Variance 10 0 -10
variance % 11% 0% -10%
(row)You can create calculated fields:

Select a cell in the pivot table
On the PivotTable toolbar, choose PivotTablegt;Formulasgt;Calculated Field
Type a name for the formula, e.g. Variance
Enter the formula, e.g.: =Actual -Planned
Click Close

Do the same for the Variance % calculated field, using the formula:
=(Actual-Planned)/Planned

PJS wrote:
gt; Hi,
gt;
gt; I am having trouble creating a pivot table to show variance between planned
gt; vs actual units.
gt; Currently my data is broken down into the following fields, Team, Type,
gt; Month, Actual Units, Planned Units.
gt;
gt; I would like the pivot table to show if the current teams are meeting their
gt; monthly goals by comparing the planned vs actual units and showing the
gt; percentage.
gt;
gt; Team (all)
gt; (page)
gt; Month
gt; Jan Feb March . . . . . (column)
gt; Actual 100 110 90
gt; Planned 90 110 100
gt; Variance 10 0 -10
gt; variance % 11% 0% -10%
gt; (row)
gt;
gt;
gt;
gt;--
Debra Dalgleish
Excel FAQ, Tips amp; Book List
www.contextures.com/tiptech.htmlThank you very much for your assistnace ^_^

quot;Debra Dalgleishquot; wrote:

gt; You can create calculated fields:
gt;
gt; Select a cell in the pivot table
gt; On the PivotTable toolbar, choose PivotTablegt;Formulasgt;Calculated Field
gt; Type a name for the formula, e.g. Variance
gt; Enter the formula, e.g.: =Actual -Planned
gt; Click Close
gt;
gt; Do the same for the Variance % calculated field, using the formula:
gt; =(Actual-Planned)/Planned
gt;
gt; PJS wrote:
gt; gt; Hi,
gt; gt;
gt; gt; I am having trouble creating a pivot table to show variance between planned
gt; gt; vs actual units.
gt; gt; Currently my data is broken down into the following fields, Team, Type,
gt; gt; Month, Actual Units, Planned Units.
gt; gt;
gt; gt; I would like the pivot table to show if the current teams are meeting their
gt; gt; monthly goals by comparing the planned vs actual units and showing the
gt; gt; percentage.
gt; gt;
gt; gt; Team (all)
gt; gt; (page)
gt; gt; Month
gt; gt; Jan Feb March . . . . . (column)
gt; gt; Actual 100 110 90
gt; gt; Planned 90 110 100
gt; gt; Variance 10 0 -10
gt; gt; variance % 11% 0% -10%
gt; gt; (row)
gt; gt;
gt; gt;
gt; gt;
gt; gt;
gt;
gt;
gt; --
gt; Debra Dalgleish
gt; Excel FAQ, Tips amp; Book List
gt; www.contextures.com/tiptech.html
gt;
gt;