Excel pivot table - average of calculated sums

Question

I\'m sure this is simple, but how do I get a pivot table to display an average for a calculated sum of fields? In the simplified example, I\'ve filtered out fund x1, and the pi

Answer 1

Since you didn't mention how you are using the data, I will give a couple of options that could work.

If you are the only user of the data or if someone else using the data is pivot table savvy you can use the following field list setups to switch data usage:

Sort by Fund (Note the Fund and Person in the Row labels section)

and Sort by Person (Note the reversed position of Fund and Person in the Row labels section)

To simplify the data, you can always minimize the main fields.

If you are distributing the pivot table to other people who aren't able or willing to modify the pivot table data, I would recommend setting up two separate pivot tables (using the same data source) with the same setups that I showed above.