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About this lesson
Learn to create and modify basic calculated fields for PivotTables.
Multiple versions of this lesson are available, choose the appropriate version for you:
Download the ‘before’ and ‘after’ Excel workbooks from the video tutorial and try the lesson yourself.Calculated Fields in PivotTables.xlsx
37.4 KB Calculated Fields in PivotTables - Completed.xlsx
Creating PivotTable calculated fields.
Creating and modifying basic calculated fields for PivotTables in Excel.
Where/when to use the technique
Calculated fields are used to build mathematical and logical formulas in a PivotTable, 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 PivotTables.
Setting the stage
- Create a PivotTable
Creating Calculated Fields
- Select a cell in the PivotTable
- Go to PivotTable 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 PivotTable
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 PivotTable has updated to show your revised formula.
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