Excel PivotTable Calculated Items + the EASY way to Distinguish them from Calc. Fields

[@petermaina7111]

You are purely awesome and saviour in time of need...i always thank God for directing me to your channel

[@MyOnlineTrainingHub]

Great to know you find my videos helpful, Peter :-)

[@psykco]

OMG!!! I've been using calculated fields without knowing or learning about calculated items for so long. You've saved years of hard work for me!!! Thank you!!!

[@MyOnlineTrainingHub]

So pleased I could help 😊

[@vijaysahal4556]

Hi

[@cookingfun6245]

this is the best Pivot Table video on KZbin. What you taught here took me 18 months to teach myself. I wish I would have found this in 2016 2017

[@MyOnlineTrainingHub]

Thank you! It's great to know the video will be helpful to others :-)

[@grahammasters3095]

Your explanation of the difference between Calculated Field vs Calculated Item was very insightful. Thank you

[@MyOnlineTrainingHub]

Great to hear, Graham!

[@TheSkp03061976]

Excellent presented in very simple way to understand.

[@MyOnlineTrainingHub]

Glad you liked it, Santosh!

[@johansanjaya3891]

wow, what im looking for is in this 9 years ago video. this explanation makes me understand function of calculated things in pivot. i have hard time searching how to calculate difference values between 2 column in pivot. really appreciate that. thanks

[@MyOnlineTrainingHub]

Glad it was helpful!

[@hasanismayilov2522]

Best Excel tutor I have ever seen, great work Mynda, Thank's alot

[@MyOnlineTrainingHub]

Thanks so much, Hasan!

[@martysammon8137]

You are an excellent teacher Mynda

[@MyOnlineTrainingHub]

Thanks so much, Marty!

[@davidblumberg5543]

Myanda It is obvious you know excel, but that you explain it so well is what makes taking the time to listen. You are the best. David

[@MyOnlineTrainingHub]

David Blumberg Aw, thanks :-)

[@nsanch0181]

Thank you Mynda for the example of calculated items. I would love to see more on the calculated fields and items. That was also a neat way to format the % of the "% Renewals". Great video!

[@MyOnlineTrainingHub]

Glad you liked it :-)

[@barbiefashion1859]

Thanks Myndy for the great video. Really helped me work on an assignment with ease.

[@MyOnlineTrainingHub]

Glad I could help 😊

[@simoncarr4724]

thanks for clear, well explained tutorial!

[@MyOnlineTrainingHub]

Glad it was helpful!

[@AweEmperorofChickenKilling]

I could see calculated items coming in very handy on some spread sheets i'm working on now that i know they exist

[@MyOnlineTrainingHub]

Glad to hear that!

[@skywatcher651]

Thank you. Learning so much from you

[@MyOnlineTrainingHub]

Glad it was helpful 😊

[@ndamaze]

You teach me a lot. Thank you.

[@MyOnlineTrainingHub]

My pleasure 😊

[@lawrenceliew5812]

this video was made in 2015, until today 7 years later it still benefited person like me. Thanks!

[@MyOnlineTrainingHub]

Awesome to hear that, Lawrence!

[@ScottMoran001]

Very helpful, thank you!

[@MyOnlineTrainingHub]

Glad it was helpful!

[@maryannfitzharris3837]

Very helpful to me. Thank you!

[@MyOnlineTrainingHub]

So glad to hear that, Mary Ann!

[@ankursharma6157]

Thank You, Mynda! + It is really commendable of You to respond to All Comments. Praiseworthy!

[@MyOnlineTrainingHub]

You're welcome, Ankur! I think if you've taken the time to post a comment then it's only polite to respond :-)

[@jruck42]

THANK YOU! Finally figured out how to make a "difference" column when pivoting one field!!!

[@MyOnlineTrainingHub]

Glad it helped, Jamie!

[@leobottari8147]

So first thank you for all the learning. I am hooked on these videos. Question however. Unless I am misunderstanding I am trying to do calculated fields/items and I think because I am creating a pivot table containing values from multiple tables the calculated items/fields is greyed out. Any work around for this?

[@MyOnlineTrainingHub]

Great to hear, Leo! When you're working with a Power Pivot PivotTable i.e. when your data is in the Power Pivot data model, you cannot use calculated fields or items. Instead you write DAX measures. If you'd like to learn DAX, please consider my Power Pivot course: www.myonlinetraininghub.com/power-pivot-course

[@mariakuriakose4293]

Thank you for sharing this useful tip. Your videos are making global impact!

[@MyOnlineTrainingHub]

Maria Kuriakose thank you! I'm glad you found them useful :-)

[@relms140]

Thanks for this, really helped :)

[@MyOnlineTrainingHub]

Great to hear 😊

[@aiasaiascon3894]

I was not aware of the Calculated Items concept even though It was there all the time!!! WOW Thank you so much!!!

[@MyOnlineTrainingHub]

You are so welcome! 😊

[@user-ei1tp8qn8d]

Thank you, Mynda) Your explanation of the difference between a field and an item makes it much clearer.

[@MyOnlineTrainingHub]

Glad it was helpful!

[@svk853]

Another brilliant video. Thank you for sharing these great tips Mynda

[@MyOnlineTrainingHub]

You are most welcome, Susan!

[@lances29]

Mynda as always you have valuable tips. Excellent!!

[@MyOnlineTrainingHub]

Thanks, Lance Smith , Dane and Nikolas :-)

[@777kiya]

Hi, thank you for the video. What I want to know is, why should I use the Calculated Item in place of Calculated Field? Thanks

[@MyOnlineTrainingHub]

Hi Hiruy, I explain this in the video, but you'll also find a written explanation with screenshots that you might find easier to follow: www.myonlinetraininghub.com/excel-pivottable-calculated-items

[@iziaurrahman]

Used calculated fields a lot and always wondered what calculated item means? Now I know the use of calculated items. Thanks

[@MyOnlineTrainingHub]

Glad to be of help, Ziaur!

[@shoaibrehman9988]

Hi, Thanks for the video 2 question raised. 1. It won't work ( calculated field) if we tick (Add this data to data model) during insert pivot table. 2. How can we edit it if any changes required like in IF formula used in this video. Thanks Shoaib

[@MyOnlineTrainingHub]

Hi Shoaib, Indeed, this is not for Power Pivot (data) models. For Power Pivot you must use DAX measures. You can edit your formula by going back into the add calculated field dialog box and choosing your formula from the drop down list.

[@LucasSuavinha]

The most useful video showing advanced pivot tables techniques! Thank you for this great job!

[@MyOnlineTrainingHub]

Thanks, Lucas :-) Glad you found it useful.

[@ravishete2602]

Fantastic!!:-) Never thought that a table with % & number can be converted into pivot, Nice tip of shuffling.

[@MyOnlineTrainingHub]

Glad you liked it, Ravi!

[@iankr]

Great stuff, thanks. I'm learning so much about pivot tables from you, and how useful they can be. I've been using Excel for years now, and have always shied away from pivot tables.

[@MyOnlineTrainingHub]

Great to hear, Ian! I'm sure you'll love PivotTables the more you use them.

[@mumbaluapula5285]

Thank you, I can now work out calculations from within pivot tables

[@MyOnlineTrainingHub]

Awesome to hear!

[@NikolasLarum]

Thank you for putting this tutorials together. Love the KZbin format.

[@dhirajsuvarna4483]

I love your content, very helpful. Thanks a ton

[@MyOnlineTrainingHub]

Happy to hear that!

[@prasadmoghe1702]

Greetings I love your teaching style and the worksheets you present. I have acquired Dashboard skills nicely from your videos. I hope to learn more from your going forward. Keep teaching and impart us with your rich knowledge. Regards

[@MyOnlineTrainingHub]

So pleased to hear that, Prasad. Please consider my Excel Dashboard course if you want to take your dashboard skills to the next level: www.myonlinetraininghub.com/excel-dashboard-course

[@douglasbrown5329]

Outstanding! Thank you for this very helpful and informative video. Actually, all your videos are top quality and I have learned so much from you, especially from taking your Dashboard class Thank you again!

[@MyOnlineTrainingHub]

Douglas Brown Thank you! :-)

[@unastewart3992]

This video is excellent.It covers everything I wanted to know.

[@ankursharma6157]

Hi Mynda, 1stly, Thank You Very, Very Much for Sharing Your Invaluable Wealth of Knowledge with All of Us 🙏🏾 Mynda, I practiced Calculated Item and Calculated Field on My dataset. For Calculated Item, I changed the order in Rows Area to change the Calculated Item formatting to % . . like You did in the video. When I switched the order back, the % formatting again changed to number formatting. 🤔 In the PivotTable Options, the option "Preserve cell formatting on update" is selected. Would You be able to suggest what could be the reason? Thank You! Best Wishes!

[@MyOnlineTrainingHub]

Sounds like you used the number formatting for the cells instead of for the field. Select one of the numeric cells you want to format > right-click > Number Format (instead of Format Cells).

[@ankursharma6157]

Hi Mynda, Truly appreciate Your prompt response 🙏🏿 I will be Grateful if You respond to the following OR even if You are not able to. You already help Us so much 🙂 My PivotTable is as follows: Rows Area - (1) Region (2) Order Status Values Area - Sum of Sales I created Calculated Item for Order Status. To apply formatting, I switched the Rows Area to - (1) Order Status (2) Region. None of the following methods help when I switched in the Rows area. 1st method - I select 1 of the numeric cell . . apply % formatting via "Number Format". The % formatting gets applied to all numeric cells. 2nd method - I select the numeric cells of which I want to change formatting to % formatting . . click on the % symbol on the Home tab as it is shown in the video. Thank You!

[@mattmatt245]

You can also swap Type with Month and do calculated field instead.

[@MyOnlineTrainingHub]

Yes, you could. I cover calculated fields here: www.myonlinetraininghub.com/excel-pivottable-calculated-fields

[@italianstallion7539]

After toying with the formulas for my pivot table for a while i was able to successfully implement my % of revenue formula...thank you for the video

[@MyOnlineTrainingHub]

Well done, Anthony. Glad I could help. :-)

[@johnborg5419]

Going through some your videos which I am finding very interesting. Thanks Myndy. : )

[@MyOnlineTrainingHub]

My pleasure, John :-)

[@jajis]

thanks for the Tutorial Video, I would like to know if it is possible to do the calculations for the grouped Fields

[@MyOnlineTrainingHub]

You can't add a calculated column in a PivotTable with grouped data. Instead you'd have to use Power Pivot and write DAX measures.

[@srodgers66]

I had the same question. Calculated Items is a nice feature (and this is a great video), but I can't think of a Pivot table I have created where I don't use Date grouping. Which unfortunatley makes it not useful for me.

[@gonzalochavez2006]

Excellent tip. Great video.

[@MyOnlineTrainingHub]

+Gonzalo Chávez Cheers :-) Glad you liked it.

[@jhunter9063]

Another great tip! If I could only learn as fast as you can teach!

[@FarhanMerchant]

Very Informative ; thank you

[@MyOnlineTrainingHub]

Glad it was helpful!

[@user-ry3iv9qq7r]

Hi Mynda To begin with, I want to thank you for ur training. Would you pls let me know why didn't you use measure instead of the calculated item? Can we prepare the report with the measure too? What is the difference between the measure and calculated items? Appreciated in advance

[@MyOnlineTrainingHub]

Thank you! Measures only work with Power Pivot PivotTables. Calculated Fields & Items are for regular PivotTables.

[@toque15]

Great video! Precise and well explained :) Thumbs up

[@islamabdeen9670]

thanks for your effort

[@MyOnlineTrainingHub]

My pleasure 😊

[@rishabjain3700]

This is really very helpful. Thanks a ton!

[@MyOnlineTrainingHub]

rishab jain glad I could help :-)

[@Kursatural]

Thank you so much!

[@MyOnlineTrainingHub]

Glad it helped!

[@EyiBillion]

Yes! I like it and the button enjoyed the hit. Always brilliant

[@MyOnlineTrainingHub]

Glad you enjoyed it, Eyitayo!

[@evgenyshatskih9693]

Thanks for the great tutorial. What I noticed though is that the calculated items can freeze Excel. Apparently, it can be very demanding for some files to run. Any insights into how to overcome the issue?

[@MyOnlineTrainingHub]

Hi Evgeny, I've not experienced that problem, but if you're file is freezing then it might be time for Power Pivot and DAX measures insead.

[@adrianogiacomini6541]

you are always the best

[@MyOnlineTrainingHub]

Thanks so much, Adriano!

[@tmarkussen]

Great video thanks!

[@MyOnlineTrainingHub]

Glad you liked it!

[@mosheslonim3255]

Great tip. As always!

[@ernievanstedum2441]

Thank you so much! Very help indeed.

[@pawarlaxman225]

I am not good @excel,your mastery in excel leaves me in ashes.

[@MyOnlineTrainingHub]

Hopefully you can learn some things and bring your Excel skills up to speed with my videos :-)

[@RohitThakur-ku8sb]

Hi Mynda , I need ur help with calculated field. I want to calculate % of target vs achieved for every item,not with the total of the column. Column b has target , column c has achieved count and need to calculate %of target achieved in column D. Please help.... Aside , I am learning Excel and your sessions are really helping me. Thank you so much ....

[@MyOnlineTrainingHub]

Glad you're enjoying the lessons, Rohit. Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

[@karimamkar9538]

Hello dear thanks for your helpful videos,I need your help if possible. I have a set of data in power pivot and try to create a pivot table from it with filters. let's say i have three tables: T1 [stores] : id, name T2 [expenses] : id, Cost, date of expense T3 [sales] : id, amount, date of sale i want to create a pivot table to show the stores with expenses and sales dates in a specific date range (filter), but excel applies by default AND logic and shows only stores with both expenses and sales in that range (what i want is to show the stores that have either an expense or sale in that range 'OR' logic). I tried many ways but no solution. i lookedup every video and every page on Google :S. Thank in advance.

[@MyOnlineTrainingHub]

Hi Karim, please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

[@karimamkar9538]

@@MyOnlineTrainingHub Thank you

[@claudiomarziani8341]

Simply genial. Thank you so much.

[@supersayan9888]

Amazing video. I am curious tough, is it possible to unpivot in power pivot 😀. I want users to selects all the columns and measure they need and then unpivot it to a straight table.

[@MyOnlineTrainingHub]

Thank you! If you double click on the value field in the PivotTable that you want to see the underlying values for, Excel will open a new sheet containing the table.

[@karlosmuller2131]

Thank you so much

[@MyOnlineTrainingHub]

My pleasure 😊

[@itachy394]

thank you very much , your video is very helpful as usual

[@MyOnlineTrainingHub]

Glad to hear that, Mohamed :-)

[@sulaiman1408]

Hi, Mynda. Thank you for this informative video. I have question. I can’t choose “Calculated Field” in analyze ribbon because it’s not activated! How can I activate it?

[@MyOnlineTrainingHub]

It sounds like you may have loaded your data to the Data Model. Calculated Fields aren't available for the data model. Try creating the PivotTable again, this time make sure you don't check the 'load this to the data model' button.

[@peterl2866]

Hi Mynda, another great video explained very well ! Ok here’s a tricky one for you. I have a data table that shows the date that each step in a 7 step process was completed. I want to add a pivot table that will give me the timespan in days between step 1 and step 2, step 2 and step 3 etc etc... because I do not want the data table to show this calculation can this be done using calculated fields/ items in the pivot table?

[@MyOnlineTrainingHub]

Thanks, Peter! You can use 'Show Values As > Difference From' to calculate the difference from one date to the next: www.myonlinetraininghub.com/excel-pivottable-show-values-as

[@peterl2866]

Perfect 👌 thank you so much you’ve saved me so much time!!

[@syed599]

Very helpful

[@MyOnlineTrainingHub]

Great to hear!

[@nishadnandakumar5142]

Thank you

[@MyOnlineTrainingHub]

You're welcome 😊

[@156615]

GREEATTT so many learnins brilliant as usual Mynda

[@MyOnlineTrainingHub]

Pleased to hear that, Amrish :-)

[@herminiotorresnyc]

Hi Myndy, your training's are truly amazing and incredibly helpful. Wondering if you could touch on a few advanced Pivot tables? I colleague of mine, prepares these robust pivot tables that including Vlookups and mapping data which confuse me and I could never figure out how he was able to complete them. Wondering if I could share one with you and have you comment. Thanks,

[@MyOnlineTrainingHub]

Great to hear you're finding my tutorials helpful, Justin :-) Please post your file on our Excel forum and I'll gladly take a look: www.myonlinetraininghub.com/excel-forum

[@nirajkumarshah9774]

Nice Video; it helps lot

[@MyOnlineTrainingHub]

Glad to hear that!

[@benysmart1643]

Merci Mynda

[@MyOnlineTrainingHub]

Most welcome 😊

[@ambarilhamchannel]

Dear Mynda, I used to calculate item by using formula 1-sumif($upper ref:upper ref,cell ref,$upper data:upper data), that formula really takes time. I still not found how to calculate how many items for backlog (due under current Month), current months, and future due date. I usually put qty, and items on the next column. If you don;t mind can you let me know your email, and I will send you the calculation I made, and I want you simplify the calculation. Thanks for your response

[@ksoonsoon]

Well done - thank you

[@vijaysahal4556]

Nice 👍🏻👍🏻👍🏻but pls here put it rowdata dowenload link so that we can home work with data

[@MyOnlineTrainingHub]

The download link is in the video description.

[@TheBtrivedi]

Wow. Such a nice video.

[@MyOnlineTrainingHub]

Thank you 🤗

[@YARANODERA]

Thank You For Such Great Video

[@MyOnlineTrainingHub]

So nice of you :-)

[@miraflormerino627]

Thanks its helpful

[@MyOnlineTrainingHub]

Glad to hear that

[@bloggermanpreet]

Thanks ma'am 🙂👍

[@MyOnlineTrainingHub]

Most welcome 😊

[@clearclara5290]

Great Video. Thumps up

[@MyOnlineTrainingHub]

Thank you very much!

[@ArnieWoolf]

Excellent tip. Thank you :-)

[@MyOnlineTrainingHub]

Arnie Woolf, you're welcome! :-)

[@ganeshkrishnan4021]

Hi, can u guide me how to add YTD column for actual and budget columns within a pivot so that I can show variance column easily as a calculated fied within pivot?

[@MyOnlineTrainingHub]

Yes, it's explained here: www.myonlinetraininghub.com/show-values-as-percentage-of-another-pivottable-column-total

[@jeetchiku1122]

Excellent tips

[@phamhoangtien]

How can I calculate items from different field inside 1 pivot table, Ma'am? Thanks

[@MyOnlineTrainingHub]

Not sure what you mean, Leo. Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

[@sachinkishore4115]

Thanks a lot . It's very useful to me.

[@MyOnlineTrainingHub]

Great to know it helped.

[@Evve0521]

enjoy watching it. thank you.

[@MyOnlineTrainingHub]

Great to hear that :-)

[@prajwalshetty2047]

Nice Video 👍

[@ahmed007Jaber]

Hi there Thank u for this Is is possible to add a line with customised field under a group subtotal?

[@MyOnlineTrainingHub]

Not sure what you mean, Ahmad. Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

[@amilarambukwella510]

YES, TIME SAVING

[@MyOnlineTrainingHub]

Great to hear!

[@amilarambukwella510]

@@MyOnlineTrainingHub Yes, and this wont work on combined Pivots as it doesn't show to add Calculated Field ? Appreciate your help on this as well.

[@ahmed007Jaber]

I have been using pivot tables for a bit and they are time saving at times. I have a database of projects their budgets and costs. I know that I can create custom subtotals and custom calculated columns, but was wondering if i could add a line underneath a subtotal to do a calculation e.g. i have one budget for the whole project but several categories of expenses. So I need to show the breakdown of expenses and at the end sum of it and then a new line showing the value of surplus or deficit. Another thing I just noticed, if I added it to a data model to create a measure and check the variance, I am not able to choose custom subtotals I would prefer to do it without VBA, but if it is a must, why not

[@paulabrudny4237]

have you tried Grouping the lines? as far as I can understand the problem, that could work....

[@nishadnandakumar5142]

Good video

[@AR-rs2dy]

Wasn't even aware of this feature. Loving the vids.

[@MyOnlineTrainingHub]

So pleased to hear that :-)

[@MrVenterW]

Thank you Myanda for this video. I am using Excel 365 and the Calculated Field and Calculated Item lines are greyed out. What should I do to activate them. Kind regards

[@MyOnlineTrainingHub]

Sounds like you’ve added the data to the data model on PivotTable creation. If so, you can’t use these techniques and would have to write DAX measures instead. Or recreate the PivotTable without adding the data to the data model.

[@MrVenterW]

@@MyOnlineTrainingHub Perfect. Thank you so much

[@royyajayanthkumar6723]

Thankyou can you show me separate video showing row percentage of grand total and grand total , percentage of columns total , Column totals showing in same pivot .. when we have column values included in Pivot table...

[@MyOnlineTrainingHub]

Sorry, I'm not following what you want. Please post your question and sample Excel file with examples on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

[@josephoketch7328]

great , thanks

[@MyOnlineTrainingHub]

Glad you liked it!

[@andresantoniocastroperez8429]

thank you didactic and useful. Please can you tell me if there is a way to build series with annual values putting in last month and taking out first one each month goes by with pivot tables?

[@MyOnlineTrainingHub]

Cheers, Andres! You'd need to use DAX measures in Power Pivot to create a rolling annual total. It can't be done with regular PivotTables, sorry. If you'd like to learn DAX and Power Pivot, please consider my course: www.myonlinetraininghub.com/power-pivot-course

[@escott5839]

Excellent video thanks

[@MyOnlineTrainingHub]

Thanks, Edward! Glad you found it helpful.

[@skcp151]

When I am doing the ROE in the calculated items by using the equation net profit /equity showing error as #Div/0!..why not getting the actual figure

[@kashmoney1]

can you please let me know if we can move calculated fields (whole pivot) into another workbook with the same database? It is currently not working for me when I refresh after moving the tabs. Please advise! Thanks!

[@MyOnlineTrainingHub]

Hi Akash, no, the Pivot Cache that Excel uses to reference the data for the PivotTable is saved in the original file. You can File > Save As and make a copy of that file, but sometimes this messes up PivotTables too.