Conditional Filtering in EXcel 2007 Pivot Table

Helal

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I need to create a calculated field in Pivot table based on Date (Year&Month) and total number of clients for that Date. Thus, when Jan2012 selected from Filter, then the calculated field (denominator) should only pick total number of clients for Jan2012. I have two sets of data one for claims and one for clients. How do I create a Combo Box (or other any other methods) to perform the filtering. Below are samples of two tables + Final Pivot Table:Claim Table (Raw Data)

YrMnth

Paid

201201

$1200

201202
$1600
201203
$1500

201204
$900

Client Table (Raw Data)

YrMnth
Count

201201

10

201201

10

201202

20

201203

15
201203
15
201204
10
201204
20

Final Table (Pivot)
Filter: YrMnth(Combo from Claim & Client Tables)

Yrmnth
Paid
Paidd/Client
201201
1200
1200/20=60
201202
1600
1600/20=80
201203
1500
1500/30=50
201204
900
900/30=30


Thank you
 
Hi,
See attached a proposal
Consolidate the Claim and Client Table sheet with wizard pivot table
Insert an element calculated for Paid/Client
To get the correct values for field Paid/Client, the report filter Claim & Client should be set to all
When adding or inserting data in tables don't forget to refresh the pivot table
Hope this helps
Best regards
 

Attachments

  • Conditional Filtering Pivot Table_jpr73.xlsx
    14.4 KB · Views: 775
Thank you so much jpr. It worked great. Sorry for late thank you note..been on atrip for a while.

Helal
 
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