Pivot tables are highly effective instruments in Microsoft Excel that permit you to summarize and analyze giant datasets. Some of the helpful options of pivot tables is the power so as to add calculated fields. Calculated fields are new fields which you could create based mostly on current fields within the pivot desk. This lets you carry out calculations in your information with out having to create a brand new formulation in every cell.
Calculated fields can be utilized for a wide range of functions, resembling:
- Including totals or subtotals
- Calculating percentages or ratios
- Combining information from completely different fields
- Creating new fields based mostly on current fields
On this article, we’ll present you the right way to add a calculated subject to a pivot desk. We will even present some examples of how calculated fields can be utilized to enhance your information evaluation.
Including Calculated Area in Pivot Desk
Calculated fields improve information evaluation and supply helpful insights.
- Create new fields
- Carry out calculations
- Add totals/subtotals
- Calculate percentages
- Mix information fields
- Enhance information evaluation
- Simplify advanced formulation
- Improve pivot desk experiences
Unlock the ability of calculated fields to remodel your information evaluation.
Create new fields
Some of the helpful options of calculated fields is the power to create new fields that don’t exist within the unique 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 will have a pivot desk that reveals gross sales information for various merchandise and areas. You could possibly create a brand new subject that reveals the entire gross sales for every product class by utilizing the next formulation:
=SUM(Gross sales)
You could possibly additionally create a brand new subject that reveals the common gross sales worth for every product by utilizing the next formulation:
=AVERAGE(Gross sales) / COUNTROWS(Product)
Or, you possibly can create a brand new subject that reveals the proportion of gross sales for every product class by utilizing the next formulation:
=SUM(Gross sales) / SUM(Whole Gross sales)
These are only a few examples of how you should use calculated fields to create new fields that present helpful insights into your information.
With calculated fields, you aren’t restricted to the information that’s already accessible in your information supply. You possibly can 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 resembling:
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Calculating totals and subtotals
You should use calculated fields so as to add totals and subtotals to your pivot desk. This may help you to shortly and simply see the general efficiency of your corporation or group.
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Calculating percentages and ratios
You should use calculated fields to calculate percentages and ratios. This may be helpful for evaluating completely different information units or for figuring out developments.
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Calculating working totals
You should use calculated fields to calculate working totals. This may be helpful for monitoring the progress of a undertaking or marketing campaign.
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Calculating variations between values
You should 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 could carry out utilizing calculated fields. With calculated fields, you might be solely restricted by your creativeness.
Add totals/subtotals
Some of the frequent makes use of of calculated fields is so as to add totals and subtotals to a pivot desk. This may help you to shortly and simply see the general efficiency of your corporation or group.
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Add a grand whole
So as to add a grand whole to your pivot desk, merely drag the sector that you just wish to summarize to the Values space. The grand whole will probably 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 sector that you just wish to group by to the Rows space or the Columns space. The subtotals will probably be displayed for every group.
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Add a number of ranges of subtotals
You possibly can 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 best way that totals and subtotals are calculated
You possibly can customise the best way 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 sector that you just wish to summarize and choose Summarize Values By.
Including totals and subtotals to a pivot desk is an effective way to shortly and simply summarize your information. With calculated fields, you may 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 developments. For instance, you possibly can create a calculated subject that reveals the proportion of gross sales for every product class by utilizing the next formulation:
=SUM(Gross sales) / SUM(Whole Gross sales)
You could possibly additionally create a calculated subject that reveals the proportion of shoppers who’ve made a purchase order within the final month by utilizing the next formulation:
=COUNT(Clients Who Bought In Final Month) / COUNT(Whole Clients)
Or, you possibly can create a calculated subject that reveals the proportion of gross sales that had been made by means of the web retailer by utilizing the next formulation:
=SUM(On-line Gross sales) / SUM(Whole Gross sales)
These are only a few examples of how you should use calculated fields to calculate percentages. With calculated fields, you may 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 match completely different information units and establish developments. With calculated fields, you may simply calculate percentages for any subject in your pivot desk, with out having to create a brand new formulation 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 possibly can create a calculated subject that reveals the total identify of a buyer by combining the primary identify and final identify fields.
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Mix textual content fields
You should use calculated fields to mix textual content fields from a number of columns right into a single subject. For instance, you possibly can create a calculated subject that reveals the total identify of a buyer by combining the primary identify and final identify fields.
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Mix numeric fields
You should use calculated fields to mix numeric fields from a number of columns right into a single subject. For instance, you possibly can create a calculated subject that reveals the entire 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 should use calculated fields to mix date fields from a number of columns right into a single subject. For instance, you possibly can create a calculated subject that reveals the beginning and finish dates of a undertaking by combining the beginning date and finish date fields.
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Mix different information varieties
You may as well use calculated fields to mix information fields of various information varieties. For instance, you possibly can create a calculated subject that reveals the standing of a buyer order by combining the order date and the transport date.
Combining information fields is an effective way to create new fields that present extra insights into your information. With calculated fields, you may 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 a variety of methods. For instance, calculated fields can be utilized to:
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Establish developments and patterns
Calculated fields can be utilized to establish developments and patterns in your information. For instance, you possibly can create a calculated subject that reveals the common gross sales for every product over time. This may permit you to see how gross sales are trending and establish merchandise which might be performing effectively or poorly.
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Evaluate completely different information units
Calculated fields can be utilized to match completely different information units. For instance, you possibly can create a calculated subject that reveals the gross sales for every product in two completely different areas. This may permit you to see which merchandise are promoting effectively in every area and establish 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 possibly can create a calculated subject that reveals the profitability of every product. This may permit you to see which merchandise are most worthwhile and establish alternatives to extend profitability.
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Make higher choices
Calculated fields can be utilized to make higher choices. For instance, you possibly can create a calculated subject that reveals the ROI of every advertising and marketing marketing campaign. This may permit you to see which advertising and marketing campaigns are best and establish 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 may acquire new insights into your information and make higher choices.
Simplify advanced formulation
Calculated fields can be used to simplify advanced formulation. For instance, for example you will have a formulation that calculates the common gross sales for every product over time. This formulation may look one thing like this:
=AVERAGE(Gross sales) / COUNT(Dates)
In the event you wished to make use of this formulation in a pivot desk, you would need to create a brand new calculated subject for every product. This may very well be a number of work, particularly in case you have a number of merchandise.
Nonetheless, you should use a calculated subject to simplify this course of. You possibly can create a single calculated subject that calculates the common gross sales for all merchandise. This formulation would look one thing like this:
=AVERAGE(Gross sales) / COUNTROWS(Merchandise)
You possibly can 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 will have a formulation that calculates the entire gross sales for merchandise which might be offered in a selected area and which have a worth larger than $100. This formulation may look one thing like this:
=SUMIF(Area, “North America”, Gross sales)
In the event you wished to make use of this formulation in a pivot desk, you would need to create a brand new calculated subject for every area. This may very well be a number of work, particularly in case you have a number of areas.
Nonetheless, you should use a calculated subject to simplify this course of. You possibly can create a single calculated subject that calculates the entire gross sales for all merchandise which might be offered in a selected area and which have a worth larger than $100. This formulation would look one thing like this:
=SUMIF(AND(Area = “North America”, Value > 100), Gross sales)
You possibly can then use this calculated subject in your pivot desk to see the entire gross sales for every area and product worth vary.
Calculated fields are a robust instrument that can be utilized to simplify advanced formulation and make information evaluation simpler.
Improve pivot desk experiences
Calculated fields can be utilized to boost pivot desk experiences in a variety of 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 experiences. For instance, you possibly can create a calculated subject that reveals the profitability of every product. This may permit you to see which merchandise are most worthwhile and establish alternatives to extend profitability.
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Enhance information visualization
Calculated fields can be utilized to enhance the information visualization in pivot desk experiences. For instance, you possibly can create a calculated subject that reveals the gross sales for every product as a share of whole gross sales. This may permit you to see which merchandise are contributing probably the most to gross sales.
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Make experiences extra interactive
Calculated fields can be utilized to make pivot desk experiences extra interactive. For instance, you possibly can create a calculated subject that permits customers to filter the information by product class. This may enable 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 experiences
Calculated fields can be utilized to simplify advanced pivot desk experiences. For instance, you possibly can create a calculated subject that summarizes the information for a number of merchandise. This may permit you to see the general efficiency of a gaggle of merchandise with out having to have 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 experiences. With calculated fields, you may create extra informative, visually interesting, and interactive experiences.
FAQ
This part gives solutions to incessantly requested questions on utilizing calculated fields in pivot tables.
Query 1: What are calculated fields?
Calculated fields permit you to create new fields in a pivot desk based mostly on current fields. This lets you carry out calculations, mix information, and create new insights with out having to create a brand new formulation 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, Gadgets, & Units” group. Then, click on on the “Calculated Area” button. Within the dialog field that seems, enter a reputation for the sector after which enter the formulation that you just wish to use to calculate the sector.
Query 3: What forms of calculations can I carry out utilizing calculated fields?
You should 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 based mostly on current fields
Query 4: Can I exploit calculated fields in a number of pivot tables?
Sure, you should use calculated fields in a number of pivot tables. Nonetheless, the calculated subject have to 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 unstable features
- Use a knowledge mannequin
Query 6: The place can I study extra about calculated fields?
There are numerous sources accessible on-line that may educate you extra about calculated fields. Some good locations to begin embrace the Microsoft Assist web site and the Excel Assist Heart.
Query 7: Can I exploit calculated fields in different spreadsheet packages?
Sure, calculated fields are additionally accessible in different spreadsheet packages resembling Google Sheets and LibreOffice Calc.
Concluding paragraph:
Calculated fields are a robust instrument that can be utilized to enhance the evaluation and presentation of knowledge in pivot tables. By understanding the right way to use calculated fields, you may create extra informative and insightful pivot desk experiences.
Along with utilizing calculated fields, there are a variety of different ideas that you should use to enhance your pivot desk experiences. The following tips will probably be mentioned within the subsequent part.
Suggestions
Listed below are 4 sensible ideas for utilizing calculated fields in pivot tables:
Tip 1: Use significant names to your calculated fields
If you create a calculated subject, it is very important give it a significant identify. It will make it simpler to establish the sector within the PivotTable Fields pane and within the formulation bar.
Tip 2: Use environment friendly formulation
When creating calculated fields, it is very important use environment friendly formulation. It will assist to enhance the efficiency of your pivot desk. Some ideas for writing environment friendly formulation embrace:
- Use the shortest formulation doable.
- Keep away from utilizing nested formulation.
- Use vary references as a substitute of particular person cell references.
Tip 3: Keep away from utilizing unstable features
Unstable features are features that may change their worth even when the underlying information has not modified. This will trigger your pivot desk to recalculate unnecessarily, which may decelerate efficiency. Some frequent unstable features embrace:
- TODAY()
- NOW()
- RAND()
Tip 4: Use a knowledge mannequin
In case you are working with a big information set, you may enhance the efficiency of your pivot desk by utilizing a knowledge mannequin. An information mannequin is a set of tables which might be associated to one another. By utilizing a knowledge mannequin, you may create pivot tables which might be based mostly 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 experiences.
Calculated fields are a robust instrument that can be utilized to enhance the evaluation and presentation of knowledge in pivot tables. By understanding the right way to use calculated fields and by following the guidelines on this article, you may create pivot desk experiences which might be each informative and insightful.
Conclusion
Calculated fields are a robust instrument that can be utilized to enhance the evaluation and presentation of knowledge in pivot tables. By understanding the right way to use calculated fields, you may create pivot desk experiences which might be extra informative, visually interesting, and interactive.
On this article, now we have mentioned the next details:
- What are calculated fields and the right way to create them
- Tips on how to use calculated fields to carry out calculations, mix information, and create new insights
- Tips on how to improve pivot desk experiences utilizing calculated fields
- Suggestions for utilizing calculated fields successfully
By following the guidelines and recommendation on this article, you should use calculated fields to create pivot desk experiences which might be each informative and insightful.
Closing Message:
Calculated fields are a helpful instrument for anybody who desires to get probably the most out of pivot tables. By taking the time to learn to use calculated fields, you may create pivot desk experiences which might be extra informative, visually interesting, and interactive.
