Locked lesson.

## 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.xlsx37.4 KB Calculated Fields in PivotTables - Completed.xlsx

37.9 KB

## Quick reference

### Topic

Creating PivotTable calculated fields.

### Description

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.

### Instructions

#### 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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