Table of Contents
Calculated Field/Item
This example teaches you how to insert a calculated field or calculated item in a pivot table.
Below you can find a pivot table. Go back to Pivot Tables to learn how to create this pivot table.
Calculated Field
A calculated field uses the values from another field. To insert a calculated field execute the following steps.
1. Click any cell inside the pivot table.
2. On the PivotTable Analyze tab in the Calculations group click Fields Items & Sets.
3. Click Calculated Field.
The Insert Calculated Field dialog box appears.
4. Enter Tax for Name.
5. Type the formula =IF(Amount>100000 3%*Amount 0)
6. Click Add.
Note: use the Insert Field button to quickly insert fields when you type a formula. To delete a calculated field select the field and click Delete (under Add).
7. Click OK.
Excel automatically adds the Tax field to the Values area.
Result:
Calculated Item
A calculated item uses the values from other items. To insert a calculated item execute the following steps.
1. Click any Country in the pivot table.
2. On the PivotTable Analyze tab in the Calculations group click Fields Items & Sets.
3. Click Calculated Item.
The Insert Calculated Item dialog box appears.
4. Enter Oceania for Name.
5. Type the formula =3%*(Australia+’New Zealand’)
6. Click Add.
Note: use the Insert Item button to quickly insert items when you type a formula. To delete a calculated item select the item and click Delete (under Add).
7. Repeat steps 4 to 6 for North America (Canada and United States) and Europe (France Germany and United Kingdom) with a 4% and 5% tax rate respectively.
8. Click OK.
Result:
Note: we created two groups (Sales and Taxes).
