![]() If expression criteria will be met by sub totals and totals but not by the smallest grouping in your table, the results will be misleading if you aren’t aware what you’re looking at. This is important to think about when using calculated columns. Once you’ve entered your expression, click Add and then OK. Remember the field is already being summed so we don’t have to instruct it to do that. To multiply the sum of sales by 3%, we just need to insert the sales field. ![]() The available fields are below, and you can double click on them to insert them into the expression. The next field is where you’ll build your expression. I’ll name this one Bonus Calculation so it’s clear. In the popup, you can name your calculation anything you wish. Click this and then select Calculated Field. In the “Calculations” group, you’ll see “Fields, Items, & Sets”. Then click on the Analyze tab of PivotTable Tools. To do this as a calculated field, click anywhere in the pivot table. Let’s say that we provide our regional managers with a bonus equivalent to 3% of total sales in their region and our manager has asked us to prepare this schedule for review. For my data today, I’ve changed to some sample sales data for some stores in Canada. Creating a Basic Calculated FieldĬreating a calculated field is surprisingly easy. So, you cannot perform calculated fields on the average of a field. Also, the only function available to a calculated field is the sum of another field. It’s the difference between performing a calculation on every cell in a column and performing a calculation on the sum of that column. The individual amounts in the other fields are aggregated, and then your calculation is performed on that. It’s important to make this distinction early. In short, calculated fields allow you to perform calculations on data that is already aggregated. What do Pivot Table Calculated Fields Do? ![]() Using a pivot table calculated field, it’s easy to accomplish this since the calculated field will allow you specify criteria without needing to filter the entire table. If the number is annualized, but 50% of sales came in December, you might want to call this out without adding months as a field to your pivot table. For example, if you have sales by state in a pivot table, with states as your rows, you’re going to be seeing the aggregate for all states. Calculated fields are super handy ways to customize your data in a pivot table. Howdee! For the second part of my Excel pivot table series, I want to cover pivot table calculated fields.
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