## About this lesson

Learn to create and modify basic calculated fields for PivotTables.

## Lesson versions

Multiple versions of this lesson are available, choose the appropriate version for you:

## Exercise files

Download the ‘before’ and ‘after’ Excel workbooks from the video tutorial and try the lesson yourself.

Calculated Fields in PivotTables.xlsx46.4 KB Calculated Fields in PivotTables - Completed.xlsx

46.7 KB

## Quick reference

### Calculated Fields in Pivot Tables

Creating and modifying basic calculated fields for Pivot Tables in Excel.

### When to use

Calculated fields are used to build mathematical and logical formulas in a Pivot Table, rather than relying on adding those calculations to the data source. This is useful, as there are occasions where we cannot modify our source data but need to add extra calculations to our Pivot Tables.

### Instructions

Setting the stage

- Create a Pivot Table

Creating Calculated Fields

- Select a cell in the Pivot Table
- Go to Pivot Table Tools --> Analyze --> Fields, Items & Sets --> Calculated Field
- In the Name field, replace Field1 with the name you’d like to use for your field
- Highlight the 0 in the formula field, scroll down the Fields list
- Build your formula by selecting fields and performing the appropriate math
- Click Add, then OK, and notice that the new field is on the Pivot Table

Modifying Calculated Fields

- Go back to Fields, Items & Sets --> Calculated Field
- Choose the name of your field from the drop down list at the top
- Change the formula as desired
- Click Modify, then OK
- The Pivot Table has updated to show your revised formula.

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