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Excel Variance Inside The Pivot Table – Episode 2605

Microsoft Excel Tutorial: Adding a Variance inside of a pivot table.

Keani has a pivot table with current year and last year across the top. She wants a variance. Her current solution is a formula outside of the pivot table which points inside of the pivot table.

This video shows three methods for adding a variance inside the pivot table.
1. Regular pivot table, add Revenue twice. Change calculation to Difference From, Years, and (Previous Item)
2. Regular pivot table. Remove Grand Total. Use 2 Excel Calculated Items to calculate Variance and Total
3. Data Model Pivot Table. Add four DAX Measures to calculate last year, this year, total, and variance.

To download this workbook: https://www.mrexcel.com/youtube/T-yRp9N59pw/

Table of Contents
(0:00) Problem Statement Variance in Excel pivot table
(0:37) Show Values as Difference From
(1:52) Calculated Item in Regular Pivot Table
(3:20) DAX Measures in Data Model Pivot Table
(6:04) Wrap up

Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.