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tdc-studio
Copper Contributor
Mar 29, 2020

How to Include a Text Field in an Excel Pivot Table

I am trying to summarise product orders in a Pivot Table and I want to include the Unit Type with each summarised value. For example, each day customers order fruit and my data has the following fields: Product, Quantity, Unit Type. The Unit Types include 'Each', 'Pack' and 'Grams'.

At the end of each day I want to summarise all of the customer orders to place my order with the fruit supplier. I can easily create a pivot table which summarises the Sum of the Quantity for each Product ordered but beside this I need to know if I am ordering 10 apples or 10 Packs of apples or 10 Grams of apples.

If I try to include Unit Type in the Values box in the Pivot Table Fields dialog box it of course makes no sense because I don't want the Sum or Count etc of the Unit Type, just the value from one of the source data items. Perhaps a Calculated Field?

Any suggestions very welcome.

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