Finding Conversion ratio using Pivot Table Calculated Items

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Today, lets understand how to use Calculated items feature in Pivot tables. We will use a practical problem many of us face to learn this feature – ie calculating conversion ratio from a list of sales calls.

This is inspired from a question posted by Nicki in our forums,

I have a spreadsheet source data full of sales enquiries which have the Status – Lost, Booked or Pending. Each sales enquiry relates to a particular location. I have created a pivot table which counts the enquiries and displays them with the Locations in rows and the Status in the columns. I have got a row total showing the total number of sales enquiries for each location. I also want my table display the sales conversion number, ie the booked enquiries as a % of the total enquiries. How do I do this?

A look at the data

Lets say, you have some data like this and you want to understand what is the conversion ratio by location.

Calculating conversion ratios from sales enquiry data

Setup a pivot table

The first step is to just create a pivot table from this data. Put locations in row labels area, status in column labels are and ID in values area. Now you will have a count of items for each status in each location. Something like this:

Frist version of pivot table - showing distribution of items by status

Add a calculated item to get conversion ratio

Now we want to calculate how much percentage is “booked” status items in all items for a location. To do this,

  1. Select any column label item in the pivot table.
  2. Click on Pivot Options > Fields, Items & Sets > Calculated item
    Inserting calculated item from pivot table options ribbon
  3. Give your calculated item a suitable name like Conv. %
  4. Write the formula = Booked / (Booked + Pending + Lost)
    Calculated item for conversion percentage - Excel pivot tables
  5. Click ok.

Now you should see another column in your pivot table with calculated item – Conversion %.

Conversion ratio calculated - but shown as number...!

Formatting Conversion % in Percentage format

While we got what we wanted, it is not looking alright. We need to format the conversion % so that it looks alright. For this,

  1. Right click on any value in pivot table
  2. Custom number formatting rule to show conversion ratios in %sGo to value field settings
  3. Click on number format
  4. Select custom
  5. Type the custom formatting rule [>=1]0;[<1]0%;””
  6. This will automatically transform all numbers smaller than 1 (ie all conversion %s) to percentage format while keeping everything else normal.
  7. Done!

Resource: Learn more about custom number formatting

A video tutorial explaining this & more

Since calculated items can be somewhat tricky, I made a short video explaining how this works. In the video you can also see how to use Power Pivot measures to calculate conversion ratios easily. Watch it below (or on our youtube channel).

Download Example workbook

Click here to download example workbook. It has both regular and powerpivot based calculations. Go ahead and examine them. Enjoy.

Do you use Calculated items?

I find calculated items to be very tricky to work with. In most cases, I try to add extra calculations to original data table or use formulas instead. But this example is a good case where calculated item is perfect.

What about you? Do you use Calculated items? In what situations you use them? Please share your experiences and tips using comments.

Convert your self to a Pivot table pro…

If you are use Excel pivot tables & data analysis features, then you will find below resources very useful.

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21 Responses to “How to Filter Odd or Even Rows only? [Quick Tips]”

  1. Vijay says:

    Infact, instead of using =ISEVEN(B3), how about to use =ISEVEN(ROW())

    So it takes away any chance of wrong referencing.

  2. Hui... says:

    I like Daily Dose of Excel

  3. vimal says:

    I like it.

  4. Luke M says:

    Just a heads up, you do need to have the Analysis ToolPak add-in activated to use the ISEVEN / ISODD functions. An alternative to ISEVEN would be:
    =MOD(ROW(),2)=0

  5. Debbi says:

    rather than use a formula, couldn't you enter "true" in first cell and "false" in the second and drag it down and than filter on true or false.

  6. Paul S says:

    Just for clarification, is Ashish looking to filter by even or odd Characters or rows?

  7. Fred says:

    so many functions to learn!

  8. Istiyak says:

    Nice support by chandoo and team as a helpdesk. Give us more to learn and make us awesome. Always be helpful.......

  9. Arps says:

    In case you want to delete instead of filter,

    IF your data is in Sheet1 column A
    Put this in Sheet2 column A and drag down
    =OFFSET(Sheet1!A$1,(ROWS($1:1)-1)*2,,)
    (This is to delete even rows)

    To delete odd rows :
    =OFFSET(Sheet1!A$2,(ROWS($1:1)-1)*2,,)

  10. Pippa says:

    If your numbered cells did not correspond to rows, the answer would be even simpler:
    =MOD([cell address],2), then filter by 0 to see evens or 1 to see odds.

  11. Matthew D. Healy says:

    I sometimes do this using an even simpler method. I add a new column called "Sign" and put the value of 1 in the first row, say cell C2 if C1 contains the header. Then in C3 I put the formula =-1 * C2, which I copy and paste into the rest of the rows (so C4 has =-1 * C3 and so forth). Now I can just apply a filter and pick either +1 or -1 to see half the rows.

    Another way, which works if I want three possibilities: in C2 I put the value 1, in C3 I put the value 2, in C4 I put the value 3, then in C5 I put the formula =C2 then I copy C5 and paste into all the remaining rows (so C6 gets =C3, C7 gets =C4, etc.). Now I can apply a filter and pick the value 1, 2, or 3 to see a third of the rows.

    Extending this approach to more than 3 cases is left as an exercise for the reader.

  12. Paulo says:

    Another way =MOD(ROW();2). In this case, must to choose betwen 1 and 0.

  13. Makhan Butt says:

    very different style Odd or Even Rows very easy way to visit this site

    http://www.handycss.com/tips/odd-or-even-rows/

  14. Terhile says:

    Thanks for the tip, it worked like magic, saved having to delete row by row in my database.

  15. majid says:

    Thankssssssssssssssss

  16. Bhanu says:

    Hi Chandoo- First of all thanks for the trick. It helped me a lot. Here I have one more challenge. Having filtered the data based on odd. I want to paste data in another sheet adjacent to it. How can I do that?
    For Example-
    A 1 odd
    B 3 odd
    C 4 even
    D 6 even
    I have fileted the above data for odd and want to copy the "This is odd number" text in adjacent/next sheet here. How can I do that. After doing this my data should look like this
    A 1 odd This is odd number
    B 3 odd This is odd number
    C 4 even
    D 6 even

  17. Adriana says:

    Hi! Could you please help me find a formula to filter by language?
    Thank you!

  18. avinash says:

    Chandoo SIR,

    I HAVE A DATA IN EXCEL ROWS LIKE BELOW IS THERE ANY FORMULA OR A WAY WHERE I CAN INSTRUCT I CAN MAKE CHANGES , MEANS I WANT TO WRITE ONLY , THE FIG IS FRESH, BUT IN BELOW ROW IT WILL AUTOMATICALLY TAKE THE SOME WORDS FROM FIGS AND MAKE IN PLURAL FORM , WHILE USING '' ARE'' LIKE BELOW

    The fig is fresh - row 1
    Figs are fresh - row 2
    The Pomegranate is red - row 3
    Pomegranates are red - row 4

  19. Arshad Hussain Shah says:

    =IF(EVEN(A1)=A1,"EVEN - do something","ODD - do something else") with iferron (for blank Cell)

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