Pivot tables are highly effective instruments in Microsoft Excel that mean you can summarize and analyze giant 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 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 method in every cell.
Calculated fields can be utilized for quite a lot of functions, similar to:
- 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 add a calculated subject to a pivot desk. We can 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 priceless insights.
- Create new fields
- Carry out calculations
- Add totals/subtotals
- Calculate percentages
- Mix information fields
- Enhance information evaluation
- Simplify advanced formulation
- Improve pivot desk reviews
Unlock the ability of calculated fields to remodel 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 unique information supply. This may be completed by combining information from a number of fields, performing calculations, or extracting particular elements of a subject.
For instance, for instance you’ve a pivot desk that reveals gross sales information for various merchandise and areas. You can create a brand new subject that reveals the overall gross sales for every product class through the use of the next method:
=SUM(Gross sales)
You can additionally create a brand new subject that reveals the common gross sales value for every product through the use of the next method:
=AVERAGE(Gross sales) / COUNTROWS(Product)
Or, you would create a brand new subject that reveals the proportion of gross sales for every product class through the use of the next method:
=SUM(Gross sales) / SUM(Complete Gross sales)
These are just some examples of how you should utilize calculated fields to create new fields that present priceless insights into your information.
With calculated fields, you aren’t restricted to the information that’s already obtainable 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 similar to:
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Calculating totals and subtotals
You should utilize calculated fields so as to add totals and subtotals to your pivot desk. This can assist you to shortly and simply see the general efficiency of your online business or group.
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Calculating percentages and ratios
You should utilize calculated fields to calculate percentages and ratios. This may be helpful for evaluating completely different information units or for figuring out tendencies.
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Calculating working totals
You should utilize calculated fields to calculate working totals. This may be helpful for monitoring the progress of a venture or marketing campaign.
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Calculating variations between values
You should utilize 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 just some examples of the numerous 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 shortly and simply see the general efficiency of your online 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 simply need to summarize to the Values space. The grand complete 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 sphere that you simply need 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 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 through the use of the Summarize Values By dialog field. To open the Summarize Values By dialog field, right-click on the sphere that you simply need to summarize and choose Summarize Values By.
Including totals and subtotals to a pivot desk is a good way to shortly 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 tendencies. For instance, you would create a calculated subject that reveals the proportion of gross sales for every product class through the use of the next method:
=SUM(Gross sales) / SUM(Complete Gross sales)
You can additionally create a calculated subject that reveals the proportion of shoppers who’ve made a purchase order within the final month through the use of the next method:
=COUNT(Prospects Who Bought In Final Month) / COUNT(Complete Prospects)
Or, you would create a calculated subject that reveals the proportion of gross sales that have been made by means of the net retailer through the use of the next method:
=SUM(On-line Gross sales) / SUM(Complete Gross sales)
These are just some examples of how you should utilize 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 a good way to match completely different information units and determine tendencies. 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 reveals the total title of a buyer by combining the primary title and final title fields.
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Mix textual content fields
You should utilize 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 reveals the total title of a buyer by combining the primary title and final title fields.
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Mix numeric fields
You should utilize 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 reveals the overall 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 utilize 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 reveals the beginning and finish dates of a venture by combining the beginning date and finish date fields.
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Mix different information sorts
You may as well use calculated fields to mix information fields of various information sorts. For instance, you would create a calculated subject that reveals the standing of a buyer order by combining the order date and the delivery date.
Combining information fields is a good 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 a variety of methods. For instance, calculated fields can be utilized to:
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Determine tendencies and patterns
Calculated fields can be utilized to determine tendencies and patterns in your information. For instance, you would create a calculated subject that reveals 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 nicely or poorly.
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Examine completely different information units
Calculated fields can be utilized to match completely different information units. For instance, you would create a calculated subject that reveals the gross sales for every product in two completely different areas. This could mean you can see which merchandise are promoting nicely in every area and determine alternatives for development.
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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 reveals 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 reveals the ROI of every advertising marketing campaign. This could mean you can see which advertising campaigns are best and determine alternatives to enhance your advertising ROI.
These are just some examples of how calculated fields can be utilized to enhance information evaluation. With calculated fields, you possibly can acquire new insights into your information and make higher selections.
Simplify advanced formulation
Calculated fields can be used to simplify advanced formulation. For instance, for instance you’ve a method that calculates the common gross sales for every product over time. This method would possibly look one thing like this:
=AVERAGE(Gross sales) / COUNT(Dates)
For those who 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 might be a number of work, particularly if in case you have a number of merchandise.
Nevertheless, you should utilize 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 instance you’ve a method that calculates the overall gross sales for merchandise which might be bought in a particular area and which have a value higher than $100. This method would possibly look one thing like this:
=SUMIF(Area, “North America”, Gross sales)
For those who 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 might be a number of work, particularly if in case you have a number of areas.
Nevertheless, you should utilize a calculated subject to simplify this course of. You may create a single calculated subject that calculates the overall gross sales for all merchandise which might be bought in a particular area and which have a value higher 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 overall gross sales for every area and product value vary.
Calculated fields are a robust device that can be utilized to simplify advanced formulation and make information evaluation simpler.
Improve pivot desk reviews
Calculated fields can be utilized to boost pivot desk reviews 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 reviews. For instance, you would create a calculated subject that reveals 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 reviews. For instance, you would create a calculated subject that reveals the gross sales for every product as a share of complete gross sales. This could mean you can see which merchandise are contributing essentially the most to gross sales.
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Make reviews extra interactive
Calculated fields can be utilized to make pivot desk reviews extra interactive. For instance, you would create a calculated subject that enables customers to filter the information by product class. This could permit customers to see the information for a particular product class with out having to create a brand new pivot desk.
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Simplify advanced reviews
Calculated fields can be utilized to simplify advanced pivot desk reviews. 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 bunch of merchandise with out having to take a look at the information for every product individually.
These are just some examples of how calculated fields can be utilized to boost pivot desk reviews. With calculated fields, you possibly can create extra informative, visually interesting, and interactive reviews.
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 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 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, Gadgets, & Units” group. Then, click on on the “Calculated Area” button. Within the dialog field that seems, enter a reputation for the sphere after which enter the method that you simply need to use to calculate the sphere.
Query 3: What varieties of calculations can I carry out utilizing calculated fields?
You should utilize calculated fields to carry out quite a lot 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 utilize calculated fields in a number of pivot tables. Nevertheless, 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 capabilities
- Use an information mannequin
Query 6: The place can I be taught extra about calculated fields?
There are lots of assets obtainable on-line that may educate you extra about calculated fields. Some good locations to begin embrace the Microsoft Help web site and the Excel Assist Middle.
Query 7: Can I exploit calculated fields in different spreadsheet packages?
Sure, calculated fields are additionally obtainable in different spreadsheet packages similar 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 knowledge in pivot tables. By understanding use calculated fields, you possibly can create extra informative and insightful pivot desk reviews.
Along with utilizing calculated fields, there are a selection of different ideas that you should utilize to enhance your pivot desk reviews. The following tips will probably be mentioned within the subsequent part.
Suggestions
Listed here are 4 sensible ideas for utilizing calculated fields in pivot tables:
Tip 1: Use significant names on your calculated fields
If you create a calculated subject, it is very important give it a significant title. It will 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. It will assist to enhance the efficiency of your pivot desk. Some ideas for writing environment friendly formulation embrace:
- Use the shortest method attainable.
- Keep away from utilizing nested formulation.
- Use vary references as an alternative of particular person cell references.
Tip 3: Keep away from utilizing unstable 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 may decelerate efficiency. Some frequent unstable capabilities embrace:
- TODAY()
- NOW()
- RAND()
Tip 4: Use an information mannequin
In case you are working with a big information set, you possibly can enhance the efficiency of your pivot desk through the use of an information mannequin. A knowledge mannequin is a group of tables which might be associated to one another. By utilizing an information mannequin, you possibly can 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 utilize calculated fields to create extra informative and insightful pivot desk reviews.
Calculated fields are a robust device that can be utilized to enhance the evaluation and presentation of knowledge in pivot tables. By understanding use calculated fields and by following the information on this article, you possibly can create pivot desk reviews 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 knowledge in pivot tables. By understanding use calculated fields, you possibly can create pivot desk reviews which might be extra informative, visually interesting, and interactive.
On this article, now we have mentioned the next details:
- What are calculated fields and create them
- Methods to use calculated fields to carry out calculations, mix information, and create new insights
- Methods to improve pivot desk reviews utilizing calculated fields
- Suggestions for utilizing calculated fields successfully
By following the information and recommendation on this article, you should utilize calculated fields to create pivot desk reviews which might be each informative and insightful.
Closing Message:
Calculated fields are a priceless device for anybody who desires to get essentially the most out of pivot tables. By taking the time to discover ways to use calculated fields, you possibly can create pivot desk reviews which might be extra informative, visually interesting, and interactive.
