If you haven’t made your pivot table yet, open a new Excel document and create a pivot table before continuing.
On some versions, this tab may just be named Analyze, and on others, you can find it as Options under the “Pivot Table Tools” heading.
Typically, non-numeric fields are added as rows, and numeric fields are added as values. You can uncheck the checkbox here anytime to remove the field from your pivot table.
For example, if you have a column of years called “Years” in your source data, you can add the “Years” field to the Columns area to create columns for each year, showing values for each individual year. You can drag the field item name from the list of fields or from another area (Filters, Rows, Values). Now you’re ready to analyze the data and make a few charts using the pivot table.
If you haven’t yet made the pivot table, open a new Excel document and create a pivot table before continuing.
On different versions, this tab may be named Analyze, or Options under the “Pivot Table Tools” heading.
Make sure you type the formula on the right side of the “=” sign. Optionally, you can also select an existing column, and add it to your formula as a value: Select the field you want to add in the Fields section. Click Insert Field to add it to your formula. For example, if you have the fields “revenue” and “costs”, you could subtract them to get a “profit” calculated field.
Alternatively, click Add to create the calculated field without closing the “Insert Calculated Field” window. This allows you to add additional calculated fields. You can reorder the columns by dragging the field items in the pivot table “Column” area.
