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Pivot workshop

One source · independent Values

Keep the money. Show its share.

Add another Amount field to this real worksheet. Teach with the actual cells, then unlock the same workbook to try your own values.

Teaching · read-only · Report!A1

Step 1 / 6Read the original amount once

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Every value instance reads the same included original records. Adding another Sum does not duplicate the source. Teaching is read-only; switch to Your turn to edit.

Amount and share!F2 · (blank)
No formula applied

Preparing the Values worksheet…

Check actual source/Values cells, or explicitly repair edited calculation helpers.

Included records: 12 of 12. Previous valid report.

Fields and filters on this worksheet
Independent value instances
Revenue
Inspect each instance’s raw numerator and denominator
InstanceRowColumnRawDenominatorDisplayedFormula cells
RevenueCedar2026-01240—$240.00I61 ← I116
RevenueCedar2026-02-20—-$20.00J61 ← J116
RevenueCedar2026-0360—$60.00K61 ← K116
RevenueCedarGrand total280—$280.00L61 ← L116
RevenueHarbor2026-010—$0.00I62 ← I117
RevenueHarbor2026-0290—$90.00J62 ← J117
RevenueHarbor2026-0330—$30.00K62 ← K117
RevenueHarborGrand total120—$120.00L62 ← L117
RevenueLumen2026-0150—$50.00I63 ← I118
RevenueLumen2026-02200—$200.00J63 ← J118
RevenueLumen2026-03250—$250.00K63 ← K118
RevenueLumenGrand total500—$500.00L63 ← L118
RevenueGrand total2026-01290—$290.00I64 ← I119
RevenueGrand total2026-02270—$270.00J64 ← J119
RevenueGrand total2026-03340—$340.00K64 ← K119
RevenueGrand totalGrand total900—$900.00L64 ← L119

Axes retain the complete source members. An empty Average stays blank; dividing a nonblank value by zero returns #DIV/0!. Each Average margin uses its own original records. This worksheet accepts up to 50 records, 50 row members, 12 column members and four Values.

Native copies carry every source record and independent Values metadata. Recalculate Source and refresh the Pivot after native edits; desktop Excel refresh, edit and save remain unverified.

Query an explicit value caption

This query lab resolves visible instance captions. Use the current row or column field names with literal items; an Amount alias does not choose between value instances. Blank Average queries return zero, while displayed empty averages stay blank.