Examples of Using Filters in Pivot Table.Here we discussed the Steps to Use Formula of Pivot Table in Excel along with Examples and downloadable excel template. This has been a guide to Pivot Table Formula in Excel. all the formulas which require range cannot be used. We cannot use formulas like VLOOKUP, SUMIF, and many other ranges involved formulas in calculated fields, i.e.We can delete, modify all the calculated fields.Things to Remember About Pivot Table Formula in Excel It will give you a summary of all the formulas in a new worksheet. Go to Analyze > Fields, Items, & Sets –> List Formulas. If you do not know how many formulas are there in the pivot table calculated field, you can get the summary of all these in a separate worksheet. Get a List of All the Calculated Field Formulas So be careful while showing the Subtotal of calculated fields. Now take a look at the below image if I want to see the breakup of the Product-wise Incentive amount, we will have the wrong SUB TOTAL & GRAND TOTAL of INCENTIVE AMOUNT. We have seen the wonder of Calculated Fields, but it has some of the limitations as well. If the Profit % is 15%, ‘TotalProft’*6%, IF(‘ProfitPercentage’>10%, ‘Total Proft’*5%, ‘Total Proft’ *3%)) If the Profit % is >10% incentive should be 5% of the total profit. If the Profit % is >15% incentive should be 6% of the total profit. Now I want to calculate the incentive amount based on the profit percentage. In this example, I will show you the advanced formulas in pivot table calculated fields. Whatever I have shown now is the basic stuff of Calculated Field. We have Profit Percentage as the new column. Step 10: Click on ADD and OK to complete the formula. Step 9: Name this Calculated Field as Profit Percentage. Step 8: Type divider symbol (/) and insert Gross Sales Field. Step 7: Now, we must see the newly inserted calculated field Total Profit in the Fields list. Go to Analyze and again select Calculated Field under Fields, Items, & Sets. The formula to calculate the Profit Percentage is Total Profit / Gross Sales. Step 6: Now, we need to calculate the profit percentage. If I want to see the analysis country-wise and product-wise, I just have to drag and drop the product column to the ROW field it will show the breakup of profit for each product under each country. This calculated field is flexible, it is not only limited to Country-wise analysis, but we can use this for all kinds of analysis. Step 5: Now, we have our TOTAL PROFIT Column in the pivot table. Step 4: Click on ADD and OK to complete the formula. Now type minus symbol ( – ) and select COGS > Double click. Go inside the formula bar > Select Gross Sales from the below Field and double click it will appear in the Formula bar. The formula to find the Profit is Gross Sales – COGS. Step 3: In the Formula section, apply the formula to find the Profit. Step 2: In the below dialog box, give a name to your new calculated field. Go to Analyze tab in the ribbon and select Fields, Items, & Sets. Step 1: Select a cell in the pivot table. We can add these two columns to the pivot table itself. I need to find out the profit and profit percentage for each country. The problem is I don’t have a profit column in the source data. Below is the pivot table for the above data. Let me apply the pivot table to find the total sales and total cost for each country. Please take a look at the below data I have Country Name, Product Name, Units Sold, Unit Price, Gross Sales, COGS (Cost of Goods Sold), Date, and Year column. This is the most often used calculated field in the pivot table.
Pivot tables in excel download#
You can download this Pivot Table Formula Excel Template here – Pivot Table Formula Excel Template