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.

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Chris Menard

Chris Menard is a Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Copilot, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events yearly, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.