Since I mentioned using calculated fields in Excel, I’ve had a few questions through about what I meant. I can see this is an area people are confused about with more people wanting me to record the steps in a video. However, this is already part of the training which was the point of the post. In particular if you are struggling with creating calculations based on data in a pivot table, the training course here is all about how to do that with little built in videos and a practice spreadsheet to download and work on. So can encourage you to take a few minutes to review that as I think it will answer your questions.

The explanation on how to do calculated fields was very helpful. The process works well for calculating one field off another (for example, the ‘Budget Amount’ as a percent of the ‘Actual Amount’. What wasn’t clear to me in the process was how to calculate across values/positions in one particular field, ie. most notably, how to create a calculated field that calculated growth in Year X as a percentage of the value in Year X-1.

Any tips?