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Pivot Table Calculated Field

Pivot Table Calculated Fields allow you to do mathematical calculations with your Field List.  You can use... read more

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John Michaloudis
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Overview

Pivot Table Calculated Fields allow you to do mathematical calculations with your Field List.  You can use any of the Excel mathematical equations, like /*+-%.

The only limitation is that you cannot reference any cells.  Pivot Table Calculated Fields can be used to calculate percentage increases on Sales, margin calculations, or Cost of Goods sold, as I show below.

Pivot Table Calculated Field | MyExcelOnline

Download excel workbookCalculated-Field.xlsx

Here is our Pivot Table:

Pivot Table Calculated Field

 

STEP 1: Click on the Pivot Table and Go to Options > Fields, Items, & Sets > Calculated Field

Pivot Table Calculated Field

 

STEP 2: Set the Name to Cost of Goods Sold

Pivot Table Calculated Field

 

STEP 3: Set the Formula to COSTS/SALES. This is the formula to be used for our calculated field.

Pivot Table Calculated Field

 

STEP 4: The formatting is still not correct. Right click on the new column and select Number Format.

Pivot Table Calculated Field

STEP 5: Select Percentage and click OK.

Pivot Table Calculated Field

Your new calculated is now ready in percentage format!

Pivot Table Calculated Field

 

 

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Founder & Chief Inspirational Officer at MyExcelOnline.com

John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship Academy Online Course.

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