Calculated Items in an Excel PivotTable

Posted on: 03/25/2022

Excel PivotTables have calculated fields and calculated items. In this video, I will 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.

YouTube Video

Video 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

Example of a Calculated Item

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.

Recent Excel Articles

Excel Highlight Every Nth Row with Conditional Formatting - Every 3rd, 4th, or 5th row.

Conditional Formatting in Excel allows you to highlight every 2nd, 3rd, 4th, or 5th row. Writing a formula using the MOD function and ROW function together allows us to do this.

Excel - How to find the Greater Common Divisor (GCD Function) and show as Ratios

The GCD Function in Excel finds the Greatest Common Divisor. We will use GCD to show Ratios in Excel.

Liquidity Ratio using Excel

Liquidity ratios determine how quickly a company can covert assets to use them to pay short-term obligations.

Excel COUNTIF Function With Wildcard Search and Cell Reference

The COUNTIF function in Excel allows you to only count the number of cells that meet certain criteria. For example, the number of cells that the HR department appears in. With COUNTIF, you can do a wildcard search by using * (asterisk).

Chris Menard

Chris Menard is a Microsoft Certified Trainer (MCT) and is employed full-time as a Trainer for BakerHostetler, one of the nation’s largest law firms. Menard has a YouTube channel with over 800 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 12 million viewers have appreciated. Menard also does public speaking at conferences for CPAs and Administrative Professionals. Connect with Chris on LinkedIn at chrismenardtraining.com/linked or on YouTube at chrismenardtraining.com/youtube