Pivot tables are highly effective instruments in Microsoft Excel that mean you can summarize and analyze massive datasets. One of the crucial helpful options of pivot tables is the power so as to add calculated fields. Calculated fields are new fields which you can create primarily based on present fields within the pivot desk. This lets you carry out calculations in your information with out having to create a brand new method in every cell.
Calculated fields can be utilized for a wide range of functions, akin to:
- Including totals or subtotals
- Calculating percentages or ratios
- Combining information from completely different fields
- Creating new fields primarily based on present fields
On this article, we are going to present you the right way to add a calculated subject to a pivot desk. We may even present some examples of how calculated fields can be utilized to enhance your information evaluation.
Including Calculated Subject in Pivot Desk
Calculated fields improve information evaluation and supply invaluable insights.
- Create new fields
- Carry out calculations
- Add totals/subtotals
- Calculate percentages
- Mix information fields
- Enhance information evaluation
- Simplify advanced formulation
- Improve pivot desk studies
Unlock the ability of calculated fields to rework your information evaluation.
Create new fields
One of the crucial helpful options of calculated fields is the power to create new fields that don’t exist within the authentic information supply. This may be accomplished by combining information from a number of fields, performing calculations, or extracting particular elements of a subject.
For instance, for example you’ve got a pivot desk that exhibits gross sales information for various merchandise and areas. You might create a brand new subject that exhibits the full gross sales for every product class by utilizing the next method:
=SUM(Gross sales)
You might additionally create a brand new subject that exhibits the common gross sales worth for every product by utilizing the next method:
=AVERAGE(Gross sales) / COUNTROWS(Product)
Or, you would create a brand new subject that exhibits the proportion of gross sales for every product class by utilizing the next method:
=SUM(Gross sales) / SUM(Complete Gross sales)
These are only a few examples of how you should use calculated fields to create new fields that present invaluable insights into your information.
With calculated fields, you aren’t restricted to the information that’s already accessible in your information supply. You may create new fields which might be tailor-made to your particular wants and necessities.
Carry out calculations
Calculated fields can be used to carry out calculations in your information. This may be helpful for duties akin to:
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Calculating totals and subtotals
You need to use calculated fields so as to add totals and subtotals to your pivot desk. This can assist you to rapidly and simply see the general efficiency of your small business or group.
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Calculating percentages and ratios
You need to use calculated fields to calculate percentages and ratios. This may be helpful for evaluating completely different information units or for figuring out traits.
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Calculating operating totals
You need to use calculated fields to calculate operating totals. This may be helpful for monitoring the progress of a challenge or marketing campaign.
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Calculating variations between values
You need to use calculated fields to calculate the distinction between two values. This may be helpful for figuring out outliers or for monitoring modifications over time.
These are only a few examples of the various calculations which you can carry out utilizing calculated fields. With calculated fields, you might be solely restricted by your creativeness.
Add totals/subtotals
One of the crucial frequent makes use of of calculated fields is so as to add totals and subtotals to a pivot desk. This can assist you to rapidly and simply see the general efficiency of your small business or group.
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Add a grand complete
So as to add a grand complete to your pivot desk, merely drag the sphere that you just need to summarize to the Values space. The grand complete can be displayed on the backside of the pivot desk.
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Add subtotals
So as to add subtotals to your pivot desk, drag the sphere that you just need to group by to the Rows space or the Columns space. The subtotals can be displayed for every group.
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Add a number of ranges of subtotals
You may add a number of ranges of subtotals to your pivot desk by dragging a number of fields to the Rows space or the Columns space.
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Customise the way in which that totals and subtotals are calculated
You may customise the way in which that totals and subtotals are calculated by utilizing the Summarize Values By dialog field. To open the Summarize Values By dialog field, right-click on the sphere that you just need to summarize and choose Summarize Values By.
Including totals and subtotals to a pivot desk is an effective way to rapidly and simply summarize your information. With calculated fields, you possibly can add totals and subtotals to any subject in your pivot desk, no matter whether or not or not it’s already displayed within the pivot desk.
Calculate percentages
Calculated fields can be used to calculate percentages. This may be helpful for evaluating completely different information units or for figuring out traits. For instance, you would create a calculated subject that exhibits the proportion of gross sales for every product class by utilizing the next method:
=SUM(Gross sales) / SUM(Complete Gross sales)
You might additionally create a calculated subject that exhibits the proportion of shoppers who’ve made a purchase order within the final month by utilizing the next method:
=COUNT(Prospects Who Bought In Final Month) / COUNT(Complete Prospects)
Or, you would create a calculated subject that exhibits the proportion of gross sales that have been made by means of the web retailer by utilizing the next method:
=SUM(On-line Gross sales) / SUM(Complete Gross sales)
These are only a few examples of how you should use calculated fields to calculate percentages. With calculated fields, you possibly can calculate percentages for any subject in your pivot desk, no matter whether or not or not it’s already displayed within the pivot desk.
Calculating percentages is an effective way to check completely different information units and determine traits. With calculated fields, you possibly can simply calculate percentages for any subject in your pivot desk, with out having to create a brand new method in every cell.
Mix information fields
Calculated fields can be used to mix information from a number of fields. This may be helpful for creating new fields that present extra insights into your information. For instance, you would create a calculated subject that exhibits the complete identify of a buyer by combining the primary identify and final identify fields.
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Mix textual content fields
You need to use calculated fields to mix textual content fields from a number of columns right into a single subject. For instance, you would create a calculated subject that exhibits the complete identify of a buyer by combining the primary identify and final identify fields.
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Mix numeric fields
You need to use calculated fields to mix numeric fields from a number of columns right into a single subject. For instance, you would create a calculated subject that exhibits the full gross sales for every product by combining the gross sales figures from a number of product classes.
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Mix date fields
You need to use calculated fields to mix date fields from a number of columns right into a single subject. For instance, you would create a calculated subject that exhibits the beginning and finish dates of a challenge by combining the beginning date and finish date fields.
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Mix different information varieties
You can too use calculated fields to mix information fields of various information varieties. For instance, you would create a calculated subject that exhibits the standing of a buyer order by combining the order date and the delivery date.
Combining information fields is an effective way to create new fields that present extra insights into your information. With calculated fields, you possibly can mix information from any subject in your pivot desk, no matter whether or not or not it’s already displayed within the pivot desk.
Enhance information evaluation
Calculated fields can be utilized to enhance information evaluation in numerous methods. For instance, calculated fields can be utilized to:
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Determine traits and patterns
Calculated fields can be utilized to determine traits and patterns in your information. For instance, you would create a calculated subject that exhibits the common gross sales for every product over time. This could mean you can see how gross sales are trending and determine merchandise which might be performing effectively or poorly.
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Examine completely different information units
Calculated fields can be utilized to check completely different information units. For instance, you would create a calculated subject that exhibits the gross sales for every product in two completely different areas. This could mean you can see which merchandise are promoting effectively in every area and determine alternatives for progress.
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Create new insights
Calculated fields can be utilized to create new insights into your information. For instance, you would create a calculated subject that exhibits the profitability of every product. This could mean you can see which merchandise are most worthwhile and determine alternatives to extend profitability.
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Make higher selections
Calculated fields can be utilized to make higher selections. For instance, you would create a calculated subject that exhibits the ROI of every advertising and marketing marketing campaign. This could mean you can see which advertising and marketing campaigns are only and determine alternatives to enhance your advertising and marketing ROI.
These are only a few examples of how calculated fields can be utilized to enhance information evaluation. With calculated fields, you possibly can achieve new insights into your information and make higher selections.
Simplify advanced formulation
Calculated fields can be used to simplify advanced formulation. For instance, for example you’ve got a method that calculates the common gross sales for every product over time. This method may look one thing like this:
=AVERAGE(Gross sales) / COUNT(Dates)
In the event you wished to make use of this method in a pivot desk, you would need to create a brand new calculated subject for every product. This may very well be numerous work, particularly if in case you have numerous merchandise.
Nonetheless, you should use a calculated subject to simplify this course of. You may create a single calculated subject that calculates the common gross sales for all merchandise. This method would look one thing like this:
=AVERAGE(Gross sales) / COUNTROWS(Merchandise)
You may then use this calculated subject in your pivot desk to see the common gross sales for every product. That is a lot simpler than creating a brand new calculated subject for every product.
Calculated fields can be used to simplify formulation that use a number of standards. For instance, for example you’ve got a method that calculates the full gross sales for merchandise which might be offered in a selected area and which have a worth better than $100. This method may look one thing like this:
=SUMIF(Area, “North America”, Gross sales)
In the event you wished to make use of this method in a pivot desk, you would need to create a brand new calculated subject for every area. This may very well be numerous work, particularly if in case you have numerous areas.
Nonetheless, you should use a calculated subject to simplify this course of. You may create a single calculated subject that calculates the full gross sales for all merchandise which might be offered in a selected area and which have a worth better than $100. This method would look one thing like this:
=SUMIF(AND(Area = “North America”, Value > 100), Gross sales)
You may then use this calculated subject in your pivot desk to see the full gross sales for every area and product worth vary.
Calculated fields are a robust device that can be utilized to simplify advanced formulation and make information evaluation simpler.
Improve pivot desk studies
Calculated fields can be utilized to boost pivot desk studies in numerous methods. For instance, calculated fields can be utilized to:
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Add new insights
Calculated fields can be utilized so as to add new insights to pivot desk studies. For instance, you would create a calculated subject that exhibits the profitability of every product. This could mean you can see which merchandise are most worthwhile and determine alternatives to extend profitability.
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Enhance information visualization
Calculated fields can be utilized to enhance the information visualization in pivot desk studies. For instance, you would create a calculated subject that exhibits the gross sales for every product as a share of complete gross sales. This could mean you can see which merchandise are contributing probably the most to gross sales.
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Make studies extra interactive
Calculated fields can be utilized to make pivot desk studies extra interactive. For instance, you would create a calculated subject that permits customers to filter the information by product class. This could permit customers to see the information for a selected product class with out having to create a brand new pivot desk.
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Simplify advanced studies
Calculated fields can be utilized to simplify advanced pivot desk studies. For instance, you would create a calculated subject that summarizes the information for a number of merchandise. This could mean you can see the general efficiency of a gaggle of merchandise with out having to take a look at the information for every product individually.
These are only a few examples of how calculated fields can be utilized to boost pivot desk studies. With calculated fields, you possibly can create extra informative, visually interesting, and interactive studies.
FAQ
This part offers solutions to often requested questions on utilizing calculated fields in pivot tables.
Query 1: What are calculated fields?
Calculated fields mean you can create new fields in a pivot desk primarily based on present fields. This lets you carry out calculations, mix information, and create new insights with out having to create a brand new method in every cell.
Query 2: How do I create a calculated subject?
To create a calculated subject, click on on the “Analyze” tab within the ribbon after which click on on the “Fields, Objects, & Units” group. Then, click on on the “Calculated Subject” button. Within the dialog field that seems, enter a reputation for the sphere after which enter the method that you just need to use to calculate the sphere.
Query 3: What sorts of calculations can I carry out utilizing calculated fields?
You need to use calculated fields to carry out a wide range of calculations, together with:
- Including totals and subtotals
- Calculating percentages and ratios
- Combining information from completely different fields
- Creating new fields primarily based on present fields
Query 4: Can I take advantage of calculated fields in a number of pivot tables?
Sure, you should use calculated fields in a number of pivot tables. Nonetheless, the calculated subject should be outlined within the information supply for every pivot desk.
Query 5: How can I enhance the efficiency of my pivot desk when utilizing calculated fields?
There are some things you are able to do to enhance the efficiency of your pivot desk when utilizing calculated fields:
- Use environment friendly formulation
- Keep away from utilizing risky capabilities
- Use an information mannequin
Query 6: The place can I study extra about calculated fields?
There are a lot of sources accessible on-line that may educate you extra about calculated fields. Some good locations to start out embody the Microsoft Assist web site and the Excel Assist Heart.
Query 7: Can I take advantage of calculated fields in different spreadsheet packages?
Sure, calculated fields are additionally accessible in different spreadsheet packages akin to Google Sheets and LibreOffice Calc.
Concluding paragraph:
Calculated fields are a robust device that can be utilized to enhance the evaluation and presentation of information in pivot tables. By understanding the right way to use calculated fields, you possibly can create extra informative and insightful pivot desk studies.
Along with utilizing calculated fields, there are a selection of different suggestions that you should use to enhance your pivot desk studies. The following tips can be mentioned within the subsequent part.
Ideas
Listed below are 4 sensible suggestions for utilizing calculated fields in pivot tables:
Tip 1: Use significant names in your calculated fields
Once you create a calculated subject, it is very important give it a significant identify. This can make it simpler to determine the sphere within the PivotTable Fields pane and within the method bar.
Tip 2: Use environment friendly formulation
When creating calculated fields, it is very important use environment friendly formulation. This can assist to enhance the efficiency of your pivot desk. Some suggestions for writing environment friendly formulation embody:
- Use the shortest method potential.
- Keep away from utilizing nested formulation.
- Use vary references as an alternative of particular person cell references.
Tip 3: Keep away from utilizing risky capabilities
Unstable capabilities are capabilities that may change their worth even when the underlying information has not modified. This will trigger your pivot desk to recalculate unnecessarily, which might decelerate efficiency. Some frequent risky capabilities embody:
- TODAY()
- NOW()
- RAND()
Tip 4: Use an information mannequin
If you’re working with a big information set, you possibly can enhance the efficiency of your pivot desk by utilizing an information mannequin. An information mannequin is a group of tables which might be associated to one another. Through the use of an information mannequin, you possibly can create pivot tables which might be primarily based on a number of tables with out having to create a number of copies of the information.
Closing paragraph:
By following the following tips, you should use calculated fields to create extra informative and insightful pivot desk studies.
Calculated fields are a robust device that can be utilized to enhance the evaluation and presentation of information in pivot tables. By understanding the right way to use calculated fields and by following the information on this article, you possibly can create pivot desk studies which might be each informative and insightful.
Conclusion
Calculated fields are a robust device that can be utilized to enhance the evaluation and presentation of information in pivot tables. By understanding the right way to use calculated fields, you possibly can create pivot desk studies which might be extra informative, visually interesting, and interactive.
On this article, we have now mentioned the next details:
- What are calculated fields and the right way to create them
- use calculated fields to carry out calculations, mix information, and create new insights
- improve pivot desk studies utilizing calculated fields
- Ideas for utilizing calculated fields successfully
By following the information and recommendation on this article, you should use calculated fields to create pivot desk studies which might be each informative and insightful.
Closing Message:
Calculated fields are a invaluable device for anybody who desires to get probably the most out of pivot tables. By taking the time to discover ways to use calculated fields, you possibly can create pivot desk studies which might be extra informative, visually interesting, and interactive.
