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Top 5 plus Other in Pivot table

  1. #1
    almpk
    Guest

    Top 5 plus Other in Pivot table

    Hello!
    I'd have a pivot table that contains 10 customer names. At any time,
    different customers make up the Top5 revenue earners. I'd like the pivot
    table to show me the top 5 based on revenue (which I can make it do), and
    then I'd like to see an OTHER line that groups all the others together to get
    a TOTAL.

    Right now, if I ask it to do top 5, it only shows the top 5 and their sum.

    Is there any way to do this?
    Thank you in advance!
    Megan

  2. #2
    Tom Hutchins
    Guest

    RE: Top 5 plus Other in Pivot table

    Yes, it can be done.

    1. Don't use the "Top 10 Autoshow" feature on the Field Settings menu.
    Instead, sort the Revenue column in descending order.

    2. Select the bottom 5 customers (all fields). From the Pivot Table toolbar,
    select Pivot Table >> Group and Show Detail >> Group. A new field is created
    inthe pivot table (in my test table, it is called Customer2). A dummy
    customer is created called Group1.

    3. With the Group1 customer selected, from the Pivot Table toolbar, select
    Pivot Table >> Group and Show Detail >> Hide Detail.

    4. Select the pivot table cell that says Group1 and press F2. Replace Group1
    with OTHER.

    5. Drag the old Customer field (to the right of the Customer2 field) off the
    pivot table into limbo.

    6. With any of the Customer2 cells selected, from the Pivot Table toolbar,
    select Pivot Table >> Field Settings. Change the field name "Customer2" to
    "Customer "(that's Customer followed by a space.)

    If your pivot table is the same size and location each month, you could
    record yourself performing the above steps, and with minimal editing, create
    a macro to semi-automate the process in the future.

    Hope this helps,

    Hutch

    "almpk" wrote:

    > Hello!
    > I'd have a pivot table that contains 10 customer names. At any time,
    > different customers make up the Top5 revenue earners. I'd like the pivot
    > table to show me the top 5 based on revenue (which I can make it do), and
    > then I'd like to see an OTHER line that groups all the others together to get
    > a TOTAL.
    >
    > Right now, if I ask it to do top 5, it only shows the top 5 and their sum.
    >
    > Is there any way to do this?
    > Thank you in advance!
    > Megan


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