I have a simple reporting template for outstanding debtors that uses a pivot table to calculate each debtor's balance whenever I update the Invoices tab. The pivot table is grouped by date as Months & Years. Attached is a sample workbook showing what is not working (yellow highlight) and how I would like it work (blue highlight).
My boss wants to see a percentage that each month represents against the grand total. I know how to add a calculated field by row, but cannot seem to do it by column.
I have worked around the issue by adding formulas in row 4 but each month when I update the data and refresh the pivot table some of the percentage formulas report #REF! and I have to manually set them up again.
Could someone advise me whether this can be set up so that the percentages will automatically update please?
Thanks for taking the time!!!![]()
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