Add Calculated Discipline to Pivot Desk: A Complete Information
Hey readers,
Are you wanting so as to add extra informative knowledge to your pivot tables? A calculated discipline is a robust software that permits you to create new knowledge fields based mostly on current ones. On this article, we’ll information you thru the method of including a calculated discipline to your pivot desk in easy, easy-to-follow steps.
Understanding Calculated Fields
Calculated fields are expressions that you need to use to create new columns of knowledge based mostly on current knowledge in your pivot desk. These fields can be utilized to carry out calculations, similar to including, subtracting, multiplying, or dividing values, or to create extra complicated calculations utilizing features.
Making a Calculated Discipline
To create a calculated discipline, comply with these steps:
- Choose the Pivot Desk: Click on on the pivot desk the place you wish to add the calculated discipline.
- Go to the "Analyze" Tab: Within the ribbon on the prime of the Excel window, click on on the "Analyze" tab.
- Click on "Fields, Gadgets, & Units": Within the "Calculations" group, click on on "Fields, Gadgets, & Units".
- Choose "Calculated Discipline": Within the "Calculated Discipline" dialog field, enter a reputation to your new discipline and a system for the calculation.
- Click on "OK": Click on "OK" so as to add the calculated discipline to your pivot desk.
Utilizing Calculated Fields
As soon as you’ve got created a calculated discipline, you need to use it in your pivot desk identical to another knowledge discipline. Merely drag and drop the sector into the "Rows", "Columns", or "Values" space of the pivot desk.
Superior Calculated Fields
Along with easy calculations, it’s also possible to use extra complicated features to create calculated fields. Listed here are some examples:
- DATE: Returns the date part of a cell worth.
- SUMIFS: Provides values throughout a number of columns or rows based mostly on specified standards.
- CONCATENATE: Combines a number of textual content strings right into a single string.
Pivoting on Calculated Fields
You may as well pivot on calculated fields to create new pivot tables that group and summarize knowledge based mostly on the calculated values. This may be helpful for creating extra detailed or personalized studies.
Desk Breakdown: Calculated Fields
| Characteristic | Description |
|---|---|
| Identify | The identify of the calculated discipline. |
| Components | The system that defines the calculation. |
| Information Sort | The information kind of the calculated discipline. |
| Utilization | How the calculated discipline can be utilized within the pivot desk. |
Conclusion
Including calculated fields to pivot tables is a robust technique to improve your knowledge evaluation and reporting. By following the steps outlined on this article, you’ll be able to simply create personalized fields that present beneficial insights into your knowledge.
For extra suggestions and tutorials on utilizing pivot tables and Excel, make sure to take a look at our different articles.
FAQ about Including Calculated Fields to Pivot Tables
Q1: What’s a calculated discipline?
A: A calculated discipline is a brand new discipline you create in a PivotTable that performs calculations on current knowledge.
Q2: Why would I want so as to add a calculated discipline to a PivotTable?
A: Calculated fields can help you add further insights and views to your knowledge evaluation, similar to calculating percentages, ratios, or operating totals.
Q3: How do I add a calculated discipline to a PivotTable?
A: So as to add a calculated discipline, go to the "Analyze" tab within the PivotTable Instruments group, then click on "Fields, Gadgets, & Units" > "Calculated Discipline".
This autumn: What’s the syntax for making a calculated discipline?
A: The syntax is:
=FieldName1 [Operator] FieldName2 [Mathematical Operation]
For instance: =SalesRevenue / TotalSales
Q5: Can I take advantage of features in calculated fields?
A: Sure, you need to use Excel features similar to SUM(), AVERAGE(), and MIN(). For instance: =SUM(SalesRevenue)
Q6: Can I add a number of calculated fields to a PivotTable?
A: Sure, you’ll be able to add as many calculated fields as you want.
Q7: How do I format calculated fields?
A: You may format calculated fields identical to another discipline in a PivotTable. Choose the sector, go to the "Residence" tab, and use the formatting choices.
Q8: Can I edit or delete calculated fields?
A: Sure, you’ll be able to edit or delete calculated fields by right-clicking on them and choosing the suitable possibility.
Q9: Why is my calculated discipline displaying an error?
A: Errors can happen as a result of invalid syntax, round references, or incorrect knowledge sorts. Verify your syntax and knowledge rigorously.
Q10: Can I share calculated fields with others?
A: Sure, if you share the PivotTable with others, the calculated fields might be included.
