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Spreadsheet users know the importance of pivot tables and the role they play in easy summarizing and visualization of data. With Zoho Reports, you can make pivots by drag-and-drop. There are many summary functions available – Sum, Maximum, Minimum, Average and Count – when constructing pivots. And now, further options are available for each of these functions as shown in the below screenshot.

summary-function-normal

The options available are

  • Normal: Applies the chosen summary function over the data as is
  • % of Row: Displays the data as a percentage of the total for each row
  • % of Column: Displays the data as a percentage of the total for each column
  • % of Total: Displays the chosen summary function as a percentage of the grand total of all data present in the report
  • Running Total: Displays data in successive cells as a running (cumulative) total of a selected field
  • Difference From:  Displays data in each cell as the difference from value in the previous cell, based on the base field provided
  • % of: Displays data in each cell as a % of value in the previous cell, based on the base field provided
  • % of Difference From: Displays data in each cell as a % of difference from the value in the previous cell, based on the base field provided

In the featured ‘Super Store Sales’ database, we now have some pivots to demonstrate the new enhanced functions. For example, you can use the Running Total option to see the cumulative total over quarters (or months) in 2011.

pivot-table-running-total

Like Running Total, you can use the other options as well. For example, the embedded report below shows how much each product category in each quarter has contributed (as percentage) to the overall profit.

Do try these new pivot functions in Zoho Reports and let us know your views.

  1. Jbravo

    I am trying to calculate the % to Goal for a market but every time I try the functions that are listed it will only allow me to sum/average up all of the % to goal of all the stores that are inside that market which is not correct
    What can be done to fix this?

    • Arvind

      Jbravo: Unfortunately, this is not doable in pivot table currently. But this feature will get done soon, and I’ll let you know once it’s available.

      Btw, what you need can be done in charts (Summary function -> 100% Group).

  2. Rachel Bodsky

    Hi – I’m trying to get the % difference of a running total column in a pivot table. Do you know how do to that?
    Rachel

  3. David

    Can I create a calculated field based off a pivot table? For example, I have a column with total spend and another with total quantity. I want the pivot table to show total spend / total quantity, is this feasible?