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Running Excel 2010. No Power Pivot or Power Query Add ins. Data source is a Sharepoint aggregation of monthly InfoPath form submissions.
The underlying data file contains monthly reports from 11 locations capturing 50 data items. Pivot table displays time on the horizontal axis, data elements on the vertical. This example focuses on five data items reported every month. Pivot filters are set up on the table to show calendar years, fiscal quarters, location codes (11 sites) and regional managers who oversee the sites. Employees at each location sign up to attend training. A sign up count is shown, along with counts of those who actually show up and those who don't, by reason. Pivot table displays counts for each of these data elements, by month. I want the table to also dynamically perform the calculations for % Attended, % Cancelled, % Missed-Unexcused and % Missed-Supv Error. The function denominator is the count of those who signed up. The example is using manual formulas (Attended/Signed Up; Cancelled/Signed Up, etc.) I want Excel to calculate these on the fly, and I want these calculations to be sensitive to the filtering options at the top. So, If I select "Year" 2015 and 2016, the table will display 19 monthly data columns, a running total, and 19 columnar entries showing the four attendance rates. Same with choosing one or more Fiscal Quarters, one or both regional managers, and one or more of the 11 sites. |
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