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Excel Advanced - Calculated Items in a PivotTable - using percentages

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Chris Menard

Chris Menard

Күн бұрын

Excel PivotTables have calculated fields and calculated items. In this video, I'm going to take a field called Year, which has 2022 and 2021 in it and create a calculated item. In case you are wondering, what is the difference between a calculated field and a calculated item? That is easy to explain. Your data has a header row that contains fields. The items in the field are items.
Example: If you were tracking employees, you could have a field called Department. Listed below department is Accounting, Marketing, Sales, Customer Service. Those four are items, but the department is the field.
Blog post on calculated item
chrismenardtra...
Screenshot showing fields and items drive.google.c...
#1 is fields or header row #2 is items in the department field
Chapters
0:00 Introduction
0:17 Calculated field and items explained
1:26 Insert Pivot Table
2:25 Number format
2:57 Calculated Item
4:42 Add percentages - TIP
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Пікірлер: 34
@ChrisMenardTraining
@ChrisMenardTraining 2 жыл бұрын
The blog post of calculated items chrismenardtraining.com/post/calculated-items-in-a-pivottable
@Robert_512
@Robert_512 2 жыл бұрын
Amazing trick changing those numbers to percentage! I've been using the hold Ctrl method for years. Thanks Chris 👍🏼
@ChrisMenardTraining
@ChrisMenardTraining 2 жыл бұрын
You are welcome RW.
@rotethongvanit
@rotethongvanit 2 жыл бұрын
Wow! It's like magic. Thanks Chris.
@ChrisMenardTraining
@ChrisMenardTraining 2 жыл бұрын
My pleasure!
@gw7817
@gw7817 Жыл бұрын
Thank you for this, best explanation out of several I've looked at
@ChrisMenardTraining
@ChrisMenardTraining Жыл бұрын
Awesome. Thank you.
@shoppersdream
@shoppersdream 5 ай бұрын
Nice, thanks! Now I understand Calculated Items. Thanks
@arthittayaphetkul2033
@arthittayaphetkul2033 Жыл бұрын
Than you very very much!! This is so helpful and easy to understand!
@ChrisMenardTraining
@ChrisMenardTraining Жыл бұрын
You're very welcome!
@KeithHarrison73
@KeithHarrison73 8 ай бұрын
I KNEW there was a way to do this! Thank you very much!! This is a real life saver... ;-)
@pipo441
@pipo441 Жыл бұрын
Smart Chris Menard. Thanks a lot. Great tutorial.
@ChrisMenardTraining
@ChrisMenardTraining Жыл бұрын
You're welcome!
@pipo441
@pipo441 Жыл бұрын
Any examples with more then 2 items ? More the. 2 years?
@JR-ly6bx
@JR-ly6bx Жыл бұрын
Wow i thought i knew everything about PivotTables... Thanks
@ChrisMenardTraining
@ChrisMenardTraining Жыл бұрын
You are welcome.
@ronnie2138
@ronnie2138 Жыл бұрын
Well explained!. Thanks Chris
@ChrisMenardTraining
@ChrisMenardTraining Жыл бұрын
My pleasure!
@aformagie
@aformagie 2 жыл бұрын
Great video, love the tips and tricks. Keep 'em coming
@ChrisMenardTraining
@ChrisMenardTraining 2 жыл бұрын
More to come! I LOVE Excel.
@patrickdowe208
@patrickdowe208 6 ай бұрын
You are a Star. Thank you so much.
@kathyzhou4285
@kathyzhou4285 11 ай бұрын
Thank you, this is really helpful!
@tarunleft123
@tarunleft123 11 күн бұрын
Genius
@deonvangreuning555
@deonvangreuning555 Жыл бұрын
Hi Chris, is there a method to recalculate the Total or Grant Total of a product or division based on a "inserted Calculated Item"? I have added a Calculated field to automatically work out the year on year growths for products or divisions which works fine, but the Total or Grand total "Sum's" the individual lines instead of calculating the growth correctly. Do you have a video that maybe explains how to fix this? Thanks
@fardinkhan6027
@fardinkhan6027 4 ай бұрын
Well if I click on Calculated Items this appears to me "If one or more fields in the PivotTable have calculated items, no fields can be used in the data area two or more times, or in the data area and another area at the same time. If you are trying to add a field, remove the calculated items and add the field again. If you are trying to add a calculated item, change the PivotTable report so that no field is used more than once and then add the calculated item." Now please help me how can I use calculated item in excel.
@elfridhasman4181
@elfridhasman4181 Жыл бұрын
Thank You :)
@ChrisMenardTraining
@ChrisMenardTraining Жыл бұрын
You're welcome!
@bhawanimurariya8934
@bhawanimurariya8934 6 ай бұрын
But sir When we are doing at Grand total and Subtotal not coming correct
@user-qp8tm9mr6h
@user-qp8tm9mr6h Жыл бұрын
This is great but as soon as I start using it on large data it takes forever to calculate and then everytime I make a change in the pivot it's very clunky and takes 5 minutes to update. Is there a way to make this more efficient?
@TheKarolans
@TheKarolans Жыл бұрын
Any idea how to make this work on averages? I have multiple invoices for one product in a year and want to take the average and compare it to the average of that product in the prevoius year. Doing calculated item tells me Excel does not support this on averages.
@pipo441
@pipo441 Жыл бұрын
Dear Chris, I have a question about calculated field in Pivot table. It seems I can only use the fields from the table where I have all data. Is it possible to use calculated fields and use one column (field) from the pivot table itself in calculated field formulas?
@zuzanazuscinova5209
@zuzanazuscinova5209 11 ай бұрын
How do you make a change to the formula once you created the new item?
@tanvirulhakim1360
@tanvirulhakim1360 Жыл бұрын
Can u make it in columns?
@ChrisMenardTraining
@ChrisMenardTraining Жыл бұрын
Yes, I made a video on that recently. When I return from vacation, I'll find it. It was posted within the last two weeks.
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