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Adding calculated columns and measures

From: Excel 2010: Pivot Tables in Depth

Video: Adding calculated columns and measures

After you import data into your Excel, you might find you want to summarize your data in a way that's not included in the original table. For example, your table might include a Price column and a Quantity column, but not a column that multiplies those values together to find the total for each row. If you do want to multiply those values together, you can create what's called a calculated column. You can also summarize your data using a measure, which you can use within a PivotTable. In this movie I'll show you how to create both calculated columns and measures.

Adding calculated columns and measures

After you import data into your Excel, you might find you want to summarize your data in a way that's not included in the original table. For example, your table might include a Price column and a Quantity column, but not a column that multiplies those values together to find the total for each row. If you do want to multiply those values together, you can create what's called a calculated column. You can also summarize your data using a measure, which you can use within a PivotTable. In this movie I'll show you how to create both calculated columns and measures.

To begin I'll jump into PowerPivot, so I'll click the PowerPivot tab on the Ribbon and then the PowerPivot Window button to display my data within PowerPivot and now to create a calculated column I click over in the Add Column column and then I can start typing my formula. In this case I'll type an equal sign and you can see the formula here on the Formula bar, and then I'll type the names of the fields that I want in my calculation. So in this case I want the price, so I'll type a (P. The Price field's name is highlighted in blue, so I'll press Tab to accept it.

Then type an * and then a left square bracket and then I want the Quantity field, so I'll type Q, Press Tab to accept the quantity and press Enter. When I do PowerPivot adds a calculated column to my table. I can rename that column by double- clicking the column name and then when it's highlighted in blue typing a new name and in this case I will call it Total Order and press Enter.

One thing to note is that calculated columns summarize data at the row level within your PowerPivot data. So as you can see from the formula I'm multiplying the Price column's value by the Quantity column's value for each row to derive a new value. If you want to summarize your data at a high level, you can create what's called a measure and you create measures within PivotTables. So on the Home tab of the PowerPivot window's Ribbon, I'll click the PivotTable button and then the select new worksheet in the Create PivotTable dialog box and then click OK.

Now I'm back in Excel in the worksheet and I can use the controls on the PowerPivot tab of the Ribbon to create my measure. So I'll go over here in the Measures group and click the New Measure button and now I can create my measure. The table name is Data. That's the table from the PowerPivot data model and now I can type in the name for this measure and I'll make it AverageSale.

Now down in the Formula box I can create the formula and in this case the formula will be =Average( and then the name of the column and that column is from the Data table, left square bracket, and TotalOrder. That's the calculated column that I just created. So I'll highlight it in the list, press the Tab key to accept it, type a right parenthesis, everything looks good and now I can click OK. And when I do, PowerPivot creates a PivotTable with the AverageSale field in the Values area and then within the body of a PivotTable you can see that the AverageSale value for all sales was a bit over $131.4.

Now let's start adding some divisions into the PivotTable. So let's say that I only care about years. So I'll drag the OrderYear field down to the Row Labels area and you can see that the average sale for 2007, 2008, 2009 and 2010 appear inside of the PivotTable. Creating a calculated column doesn't add a column to your original data source, but it does let you summarize your data using calculations you might not have in the original table. Calculated columns generate their values on a row by row basis, but a measure summarizes all the data referred to in a PivotTable cell.

That value could be from a single table row, but more than likely it summarizes part of your data. In that case you have to use a measure instead of a calculated column.

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This video is part of

Image for Excel 2010: Pivot Tables in Depth
Excel 2010: Pivot Tables in Depth

66 video lessons · 39383 viewers

Curt Frye
Author

 
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  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart layout
      3m 14s
    6. Changing a PivotChart chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

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