Incorporate Targets into a Pivot Table

[Vivek D]

I have a sales bookings data by Org., Sub-Org. and Opportunity Type and in a separate table targets for each combination.

I'd like to create a pivot table that shows the Bookings and Targets together. Both the bookings an Targets should change appropriately based on the Slicer values chosen.


How can I achieve that?

I suppose power pivot is an option but want to avoid that given (if I'm not mistaken) a report made using power pivot will require the recipient to have power pivot installed too.

In any case, I'd like to avoid power pivot if there is another (hopefully not too complicated) way to do it.

Attached is a sample file.

 

[Luke M]

Hi Vivek,

Since you've got the same column names, I'd move the Target info to bottom of table in Opportunity Table and then you can just add the 1 field to the PivotTables.

 

[bobhc]

Is the upload showing what you want?


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[Vivek D]

Hi Vivek,

Since you've got the same column names, I'd move the Target info to bottom of table in Opportunity Table and then you can just add the 1 field to the PivotTables.
View attachment 19991

Thanks Luke. I did think about this approach but thought it might interfere with some of the things I'm planning to do with this report later on
e.g. Use Power Query to fetch the sales data from Salesforce directly and populate the Opportunities table but I guess I may be able to work around that.

Will go ahead with this approach and see if it works out.