Excel 2008 for Mac: Pivot Tables for Data Analysis
Illustration by Neil Webb

Creating a calculated field


From:

Excel 2008 for Mac: Pivot Tables for Data Analysis

with Curt Frye

Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now

Video: Creating a calculated field

Pivot Tables enable you to analyze your data efficiently, but some questions can only be answered by performing calculations on the data used to create your Pivot Table. To perform that type of analysis, you can create custom fields that summarize Pivot Table data using a formula. These calculations are called Calculated Fields. Without Calculated Fields, you would have to copy the data from your Pivot Table, paste it onto another worksheet, and create the formulas there. That's a pain. Rather than copy your data outside the Pivot Table, you can create a Calculated Field within the Pivot Table. To do that, you click any cell in the Pivot Table, and then on the PivotTable toolbar, click the Pivot Table button.
please wait ...
Watch the Online Video Course Excel 2008 for Mac: Pivot Tables for Data Analysis
1h 6m Intermediate Sep 22, 2009

Viewers: in countries Watching now:

In Excel 2008 for Mac: Pivot Tables for Data Analysis, Microsoft Most Valuable Professional Curt Frye helps dispel the common fear of the Pivot Table feature, demonstrating how to use this powerful tool to discover valuable business intelligence. Curt shows how to create Pivot Table reports from internal Excel data and outside data sources, use filters to focus on the most important data in the sheet, and prepare a Pivot Table report by applying formats and rules. Exercise files accompany this course.

Topics include:
  • Sorting across data sources to show relative importance Adding, removing, and positioning subtotals and grand totals Creating conditional formats to highlight subsets of data Using color scales to emphasize specific information Adding a trendline to a PivotChart report Updating and refreshing PivotTable data sources
Subject:
Business
Software:
Excel Excel for Mac
Author:
Curt Frye

Creating a calculated field

Pivot Tables enable you to analyze your data efficiently, but some questions can only be answered by performing calculations on the data used to create your Pivot Table. To perform that type of analysis, you can create custom fields that summarize Pivot Table data using a formula. These calculations are called Calculated Fields. Without Calculated Fields, you would have to copy the data from your Pivot Table, paste it onto another worksheet, and create the formulas there. That's a pain. Rather than copy your data outside the Pivot Table, you can create a Calculated Field within the Pivot Table. To do that, you click any cell in the Pivot Table, and then on the PivotTable toolbar, click the Pivot Table button.

Point to Formulas, and then click Calculated Field. You can use the controls in the Insert Calculated Field dialog box to create your Calculated Field. I will name the Calculated Field 'AveragePerSale.' I will use two fields from my data source. The first is Revenue, the total amount of money earned, and Sales, which counts the number of sales used to earn that revenue. So first I will edit the formulas so that I Backspace over the zero and now in the Fields list I will click Revenue. Click Insert Field to add it to the formula.

Now I will type a Forward Slash, which in Excel means division. I can now add the number of Sales. Click Insert Field. And there is my calculation. Revenue divided by number of Sales. And I can click OK. Excel added my field to my Pivot Table immediately. So now I have two fields in the data area. One of them gives me the total amount of revenue earned for a given month and the second gives me the average revenue per sale. It's important to note that the Calculated Field does not appear in the source table. It only exists in Excel's program memory.

The results in this Calculated Field are hard to read. You can get more information on formatting Pivot Table fields in Chapter 4, Lesson 1, 'Changing the Data Field Number Format.'

There are currently no FAQs about Excel 2008 for Mac: Pivot Tables for Data Analysis.

 
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ .

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now Already a member? Log in

* Estimated file size

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel 2008 for Mac: Pivot Tables for Data Analysis.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member ?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferences from the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Learn more, save more. Upgrade today!

Get our Annual Premium Membership at our best savings yet.

Upgrade to our Annual Premium Membership today and get even more value from your lynda.com subscription:

“In a way, I feel like you are rooting for me. Like you are really invested in my experience, and want me to get as much out of these courses as possible this is the best place to start on your journey to learning new material.”— Nadine H.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.