How to use a Pivot Table Calculated Field?

Knowing how to use a Pivot Table Calculated field is the key to using formulas within Pivot Tables in Excel. A Pivot Table calculated field allows you to write addition, multiplication, division and more formulas.

Chapters
00:00 Start
01:00 Template file
02:03 Add Calculated Field to a Pivot Table
03:27 Calculated Field Percentage
05:02 Next time

Using Pivot Table Calculated Fields you can calculate percentage of profit in Pivot Table.

Download Calculated Field exercise file if you want to follow along:

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[AbdallaAwad]

you solved a puzzle for me that I spent many days searching for, thanks

[rexbk]

Thank you for this useful presentation.

[SeanSmithPPC]

Great tutorial...only had to watch it once and I'm good to go. Thank you.

[pejca]

Nice, looking forward to conditional formating for pivot tables.

[cotua]

Great video! To the point and well made.

[praveenk]

I am PRAVEEN.
Thanks sir, that's use full to me and many more doubts in Excel please rectified all those things one by one I'll contact u from India, tamil nadu

[puppy]

Very useful for me.. Next day I gonna use this field in my report 💪

[dxlkhez]

Hi! I am trying to do a more complicated (I think) Pivot Table analysis but I'm quite stuck...I have a raw spreadsheet that has a list of projects by year they were started and year they will close. I'm trying to create a running 'active' list by year to calculate different things like revenue. In a basic table I was able to do this by using a formula that sums all projects that opened on/before the year in question and closed on/after the same year in question (i.e. in year 2018 I had a list of projects that had been opened before or in the year 2018 AND had not closed before 2018; in 2019 if any projects had closed in 2018 they would be omitted from the list but any new projects that had been added in 2019 would now be added to the list).

I would like to create a dashboard with this data and so need to create pivot tables. Is there a way to put a more complicated formula into Pivot Table/any suggestions on how to translate this into a pivot table?

[donrossbach]

Hi Simon: Great Video!

I’m working with a list of work orders by technician that lists the number of days it took to complete each work order. In my pivot table I can get a great view of total number of work orders for each person and average days to complete,
But now I’m Looking to find out what percentage of work orders by person was completed 9 days or less.
Was thinking of using a countif equation but not sure where to enter it. Could you provide some tips on how to best approach this?

Don

[jessemozingo]

I appear to be working in the same version of Excel as in this video, on a Pivot Table that has a similar setup (Data in both Rows and Values). I'm trying to create my calculated field using a field in Rows and a field in Values, but the calculated field won't pull data from the proper columns. Field names are correct. Any insight?

[ozzythepolar]

Thank you for this video. How can we get the percentage of the same column total if there is a seperation on another column basis ( ex. received amount represents in one column but there is a seperation either it is partially or fully received on another column as a text only on the main table which is feeding the pivot )

[JeffreyDanielsHamid]

On my pivot table I've got the 'average of budget' and 'average of revenue'. It's just simply subtracting the two will give me the average profit. However, every time I use calculated fields, it doesn't give me the correct answer. Why is that?

[gautamdeusa]

Thanks. Learnt something new. But I am trying to insert a calculated field "month" from one data column. When I do that with "Calculated field", its summing that up too. I want just to have the month calculated from date column and add that on the X axis.

[cece]

Hi. Is it possible to create a calculated field column based off another already calculated field column in a pivot table? I've created two columns in a pivot table - each ranking a certain measure (eg sales figures). I now want to create another column in the pivot table which would be an average of those two rankings columns. thanks for your help

[gmo]

Trying to figure out how to edit a formula for a calculated field i created. Hope this has that info. Anyone know how to edit the calculation???

[LiziMillan]

Any idea why I am unable to add more than one calculated field to a pivot table?

[w.manders]

how to use it on pivot columsn which aren't headers in the datatab?

[arifahaddison]

This only uses the orginal fields, how do I use the aggregated fields within the table. I have a count and a sum I want to divide it by.

[srodgers]

I have a field which contains "Yes" or "No" values. I want to create a calculated field that shows the % of Yes values against the overall total. Is that possible?

[kipronobitok]

How do l calculate 2™% of an invoice total on pivot calculate field