Pivot Tables are the most powerful tools in Excel to analyze a big set of data in a flexible way. You can quickly and easily build a complicated report to summarize your findings from your dataset. You can even customize the functionality of your pivot table with a Calculated Field. Show
Create calculated fields in a pivot tableWhat is a Calculated Field?The Calculated Field is a built-in feature of the Pivot Table to further enhance its functionality and do calculations on your data to get the desired results by creating your own formula. You can use Calculated Fields to add a new field within your Pivot Table to do and display the calculations based on values of fields in your dataset. In other words, by using Calculated Fields, you can easily add/subtract the values of 2 fields; make calculations based on some conditions/criteria in a formula by using data of a field(s) to show the results in a newly added field within the Pivot Table. We can make a variety of calculations in Calculated Fields, like dividing, subtracting, multiplying two or more fields, sum divided by count of the field, count, average, weighted average, even IF statements to make calculations based on criteria. Using the Calculated Field in a Pivot TableIn this tutorial, we will use a data set of Art Gallery Exhibition as an example. Let’s imagine you are an Art Gallery manager who wants to compare the data set of Estimated Value and Issue Price (Actual Sold Price) for each item under a certain defined category. By using a Pivot Table, you can calculate the sum of Est. values, and the sum of Issue prices for all the items based on their categories. In addition to this, you can see how much of a discount you have offered for each category as a result of Est. Value and Issue Price difference. And you can also see how much Gain/Loss you have made in the context of a targeted flat discount rate, say 50%. For these other requirements, you will be working with Calculated Fields in your Pivot Table, named “Offered Discount,” “Targeted Issue Price” and “Gain/Loss.” Here, you will learn how to create, change and add/subtract 2 Fields in Pivot Table using this a data set of Art Gallery Exhibition. Let’s have a look at the below Pivot Table where you need to do basic calculations to sum Issue Price and Est. Value for each Type of defined category. Now, we need to add or create the above-mentioned Calculated Fields into the Pivot Table. This use values of these fields, as shown in the above image, in the formula to make calculations. How to add/create Calculated Fields in a Pivot TableThe Calculated Fields are added, one by one in the following steps.
Repeat these steps to add all Calculated Fields as per following names and their respective formulas to make calculations.
How to modify Calculated Fields within a Pivot TableOnce you have created Calculated Fields, you can easily modify any of them. Just select the name of the Calculated Field from the drop-down list button of the Name section. Then, edit or modify the formula and click on modify button. See below pictures. Here, you can see we have edited or modified the formula by changing the percentage from 50% to 60%. Here, you can see, by modifying the formula in one Calculated Field, all the relevant calculations have been updated in Pivot Table. The calculated fields feature in the Pivot table is a powerful tool to perform quick calculations. There are many other Pivot table options that you can modify to achieve your calculation objectives. If you haven’t found your answer in this article, try connecting to our experts using the link to the right. You will be connected to a qualified Excel expert in a few seconds, and they will solve your problem on the spot in a live, 1:1 chat session. Can a pivot table calculate the difference between two columns?Instead of creating your own calculated field in an Excel pivot table, you can use built-in custom calculations. For example, with the Show Values As command, you can add these calculations: difference between amounts in two columns.
How do I find the percentage difference between two columns in a pivot table?Calculate the Percent Difference
Right-click one of the % Diff cells in the Values area, and click Value Field Settings. Click the Show Values As tab, and from the drop-down list for Show Values As, select % Difference From. You want to compare the Status field values, so for the Base field, select Status.
Can pivot table calculate difference?If there are multiple fields in the pivot table Row area, the differences will be calculated on the base field that you select. If necessary, rearrange the row fields, so the differences are easy to understand. For example, in the two examples shown below: Region is the outer Row field.
Can you create a calculated field in a pivot table in Google Sheets?Calculated fields with SUM or a custom formula
On your computer, open a spreadsheet in Google Sheets. Click the pop-up Edit button underneath the pivot table. click Calculated field. Calculate a value with SUM: Next to “Summarize by,” click SUM.
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