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Pivot Table - Calculated Field Help

lichdo

New Member
Hello, I have a pivot table (see attached).

What I am trying to get is - for each Project Manager, what percentage of their total work for a month is for each client? All the data is already there to make the calculation, but any way I try to create the calculated field I am getting an error.

Can I do this within the pivot table, without modifying anything in the source data?

In this case, Project Manager 7 is the only one across more than 1 client. So I would need to take their total for Client 1 (25249.51) and Client 2 (69140.1) and get what percentage those are of their Month 1 (9438961) total.



In case the attachment doesn't work, this is what it looks like -

Screenshot 2023-10-10 at 5.25.05 PM.png
 

Attachments

  • Sample Data.xlsx
    10.2 KB · Views: 3
What you've attached only seems to be a copy/paste-values of a pivot table, we'd need to see the source data too!
 
Where calculated fields fail, DAX comes to the rescue.
Load the data to PowerPivot and create 3 measures. Total work: sum(work item value).
Grand Total work: calculate(Total work, all(data, project manager))
Pct work = divide(Total work, grand Total work).
Put the last one in the pivot and slice the measure per month ( calendar table required) and per project manager.

I' m without excel now and could not test with your data, but the idea is there. I''ll might give it a go later today. As @p45cal said, will need sanitized source sample data.
 
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