Pivot tables are highly effective instruments in Microsoft Excel that help you summarize and analyze massive datasets. Probably the most helpful options of pivot tables is the flexibility so as to add calculated fields. Calculated fields are new fields that you may 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 quite a lot of functions, comparable 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’ll present you easy methods to add a calculated discipline to a pivot desk. We can even present some examples of how calculated fields can be utilized to enhance your information evaluation.
Including Calculated Discipline in Pivot Desk
Calculated fields improve information evaluation and supply beneficial insights.
- Create new fields
- Carry out calculations
- Add totals/subtotals
- Calculate percentages
- Mix information fields
- Enhance information evaluation
- Simplify complicated formulation
- Improve pivot desk reviews
Unlock the facility of calculated fields to rework your information evaluation.
Create new fields
Probably the most helpful options of calculated fields is the flexibility to create new fields that don’t exist within the authentic information supply. This may be executed by combining information from a number of fields, performing calculations, or extracting particular elements of a discipline.
For instance, as an instance you’ve a pivot desk that reveals gross sales information for various merchandise and areas. You may create a brand new discipline that reveals the full gross sales for every product class by utilizing the next method:
=SUM(Gross sales)
You may additionally create a brand new discipline that reveals the typical gross sales value for every product by utilizing the next method:
=AVERAGE(Gross sales) / COUNTROWS(Product)
Or, you possibly can create a brand new discipline that reveals the share of gross sales for every product class by utilizing the next method:
=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 beneficial insights into your information.
With calculated fields, you aren’t restricted to the info that’s already out there in your information supply. You’ll be able to create new fields which are 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 comparable to:
-
Calculating totals and subtotals
You should utilize 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 online business or group.
-
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 developments.
-
Calculating working totals
You should utilize calculated fields to calculate working totals. This may be helpful for monitoring the progress of a undertaking or marketing campaign.
-
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 adjustments over time.
These are only a few examples of the various calculations that you may carry out utilizing calculated fields. With calculated fields, you’re solely restricted by your creativeness.
Add totals/subtotals
Probably the most 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 online business or group.
-
Add a grand whole
So as to add a grand whole to your pivot desk, merely drag the sphere that you just wish to summarize to the Values space. The grand whole might be displayed on the backside of the pivot desk.
-
Add subtotals
So as to add subtotals to your pivot desk, drag the sphere that you just wish to group by to the Rows space or the Columns space. The subtotals might be displayed for every group.
-
Add a number of ranges of subtotals
You’ll be able to 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.
-
Customise the way in which that totals and subtotals are calculated
You’ll be able to 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 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 discipline 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 discipline that reveals the share of gross sales for every product class by utilizing the next method:
=SUM(Gross sales) / SUM(Whole Gross sales)
You may additionally create a calculated discipline that reveals the share of shoppers who’ve made a purchase order within the final month by utilizing the next method:
=COUNT(Clients Who Bought In Final Month) / COUNT(Whole Clients)
Or, you possibly can create a calculated discipline that reveals the share of gross sales that have been made by way of the web retailer by utilizing the next method:
=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 discipline 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 establish developments. With calculated fields, you may simply calculate percentages for any discipline 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 possibly can create a calculated discipline that reveals the total identify of a buyer by combining the primary identify and final identify fields.
-
Mix textual content fields
You should utilize calculated fields to mix textual content fields from a number of columns right into a single discipline. For instance, you possibly can create a calculated discipline that reveals the total identify of a buyer by combining the primary identify and final identify fields.
-
Mix numeric fields
You should utilize calculated fields to mix numeric fields from a number of columns right into a single discipline. For instance, you possibly can create a calculated discipline that reveals the full gross sales for every product by combining the gross sales figures from a number of product classes.
-
Mix date fields
You should utilize calculated fields to mix date fields from a number of columns right into a single discipline. For instance, you possibly can create a calculated discipline that reveals the beginning and finish dates of a undertaking by combining the beginning date and finish date fields.
-
Mix different information varieties
You can even use calculated fields to mix information fields of various information varieties. For instance, you possibly can create a calculated discipline 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 discipline 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:
-
Determine developments and patterns
Calculated fields can be utilized to establish developments and patterns in your information. For instance, you possibly can create a calculated discipline that reveals the typical gross sales for every product over time. This may help you see how gross sales are trending and establish merchandise which are performing nicely or poorly.
-
Examine completely different information units
Calculated fields can be utilized to check completely different information units. For instance, you possibly can create a calculated discipline that reveals the gross sales for every product in two completely different areas. This may help you see which merchandise are promoting nicely in every area and establish alternatives for progress.
-
Create new insights
Calculated fields can be utilized to create new insights into your information. For instance, you possibly can create a calculated discipline that reveals the profitability of every product. This may help you see which merchandise are most worthwhile and establish alternatives to extend profitability.
-
Make higher choices
Calculated fields can be utilized to make higher choices. For instance, you possibly can create a calculated discipline that reveals the ROI of every advertising marketing campaign. This may help you see which advertising campaigns are simplest and establish alternatives to enhance your advertising 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 complicated formulation
Calculated fields can be used to simplify complicated formulation. For instance, as an instance you’ve a method that calculates the typical gross sales for every product over time. This method would possibly look one thing like this:
=AVERAGE(Gross sales) / COUNT(Dates)
When you needed to make use of this method in a pivot desk, you would need to create a brand new calculated discipline for every product. This might be plenty of work, particularly when you’ve got plenty of merchandise.
Nevertheless, you should use a calculated discipline to simplify this course of. You’ll be able to create a single calculated discipline that calculates the typical gross sales for all merchandise. This method would look one thing like this:
=AVERAGE(Gross sales) / COUNTROWS(Merchandise)
You’ll be able to then use this calculated discipline in your pivot desk to see the typical gross sales for every product. That is a lot simpler than creating a brand new calculated discipline for every product.
Calculated fields can be used to simplify formulation that use a number of standards. For instance, as an instance you’ve a method that calculates the full gross sales for merchandise which are bought in a particular area and which have a value better than $100. This method would possibly look one thing like this:
=SUMIF(Area, “North America”, Gross sales)
When you needed to make use of this method in a pivot desk, you would need to create a brand new calculated discipline for every area. This might be plenty of work, particularly when you’ve got plenty of areas.
Nevertheless, you should use a calculated discipline to simplify this course of. You’ll be able to create a single calculated discipline that calculates the full gross sales for all merchandise which are bought in a particular area and which have a value better than $100. This method would look one thing like this:
=SUMIF(AND(Area = “North America”, Value > 100), Gross sales)
You’ll be able to then use this calculated discipline in your pivot desk to see the full gross sales for every area and product value vary.
Calculated fields are a strong device that can be utilized to simplify complicated formulation and make information evaluation simpler.
Improve pivot desk reviews
Calculated fields can be utilized to reinforce pivot desk reviews in a variety of methods. For instance, calculated fields can be utilized to:
-
Add new insights
Calculated fields can be utilized so as to add new insights to pivot desk reviews. For instance, you possibly can create a calculated discipline that reveals the profitability of every product. This may help you see which merchandise are most worthwhile and establish alternatives to extend profitability.
-
Enhance information visualization
Calculated fields can be utilized to enhance the info visualization in pivot desk reviews. For instance, you possibly can create a calculated discipline that reveals the gross sales for every product as a proportion of whole gross sales. This may help you see which merchandise are contributing probably the most to gross sales.
-
Make reviews extra interactive
Calculated fields can be utilized to make pivot desk reviews extra interactive. For instance, you possibly can create a calculated discipline that permits customers to filter the info by product class. This may permit customers to see the info for a particular product class with out having to create a brand new pivot desk.
-
Simplify complicated reviews
Calculated fields can be utilized to simplify complicated pivot desk reviews. For instance, you possibly can create a calculated discipline that summarizes the info for a number of merchandise. This may help you see the general efficiency of a gaggle of merchandise with out having to have a look at the info for every product individually.
These are only a few examples of how calculated fields can be utilized to reinforce pivot desk reviews. With calculated fields, you may create extra informative, visually interesting, and interactive reviews.
FAQ
This part supplies solutions to ceaselessly requested questions on utilizing calculated fields in pivot tables.
Query 1: What are calculated fields?
Calculated fields help you 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 discipline?
To create a calculated discipline, 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 Discipline” button. Within the dialog field that seems, enter a reputation for the sphere after which enter the method that you just wish to use to calculate the sphere.
Query 3: What sorts 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 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. Nevertheless, the calculated discipline 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 risky features
- Use a knowledge mannequin
Query 6: The place can I study extra about calculated fields?
There are lots of sources out there 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 Middle.
Query 7: Can I take advantage of calculated fields in different spreadsheet applications?
Sure, calculated fields are additionally out there in different spreadsheet applications comparable to Google Sheets and LibreOffice Calc.
Concluding paragraph:
Calculated fields are a strong device that can be utilized to enhance the evaluation and presentation of knowledge in pivot tables. By understanding easy methods to use calculated fields, you may create extra informative and insightful pivot desk reviews.
Along with utilizing calculated fields, there are a variety of different ideas that you should use to enhance your pivot desk reviews. The following tips might 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
Once you create a calculated discipline, you will need to give it a significant identify. It will make it simpler to establish the sphere within the PivotTable Fields pane and within the method bar.
Tip 2: Use environment friendly formulation
When creating calculated fields, you will need to use environment friendly formulation. It will assist to enhance the efficiency of your pivot desk. Some ideas for writing environment friendly formulation embody:
- 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 risky features
Unstable features are features that may change their worth even when the underlying information has not modified. This could trigger your pivot desk to recalculate unnecessarily, which might decelerate efficiency. Some frequent risky features embody:
- 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. A knowledge mannequin is a set of tables which are associated to one another. By utilizing a knowledge mannequin, you may create pivot tables which are primarily based on a number of tables with out having to create a number of copies of the info.
Closing paragraph:
By following the following tips, you should use calculated fields to create extra informative and insightful pivot desk reviews.
Calculated fields are a strong device that can be utilized to enhance the evaluation and presentation of knowledge in pivot tables. By understanding easy methods to use calculated fields and by following the guidelines on this article, you may create pivot desk reviews which are each informative and insightful.
Conclusion
Calculated fields are a strong device that can be utilized to enhance the evaluation and presentation of knowledge in pivot tables. By understanding easy methods to use calculated fields, you may create pivot desk reviews which are extra informative, visually interesting, and interactive.
On this article, we’ve mentioned the next details:
- What are calculated fields and easy methods 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 reviews 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 reviews which are each informative and insightful.
Closing Message:
Calculated fields are a beneficial device for anybody who needs to get probably the most out of pivot tables. By taking the time to learn to use calculated fields, you may create pivot desk reviews which are extra informative, visually interesting, and interactive.
