Pivot Table Calculations

We walked through a pivot table that summed the dollars sold.  In addition to sums, you get a wide range of calculations.

Open up the Pivot Table Calculations worksheet to follow up.

Notice that is indicates Sum in cell A3, indicating that the numbers are the sum of the invoice amounts.  Let's change it to count. 

Put your cursor on a cell in the pivot table and right click to pull up the menu below.

Select Field Settings.  This will pull up the Pivot Table Fields dialog box.

Notice the choices under the Summarize by section in the lower left.  Click on Count.

The name section has changed to Count of Invoice Amount.  We know it will be counting the number of invoices.  Almost done.  You can also change the name of the field.  You  don't have to use the default name given by Excel.  Go ahead and change the name to Count.

Sometimes Excel may not accept a name if it is already taken, such as Sum.  In that case, you could start the name with a space and it will then be OK, such as " Sum" rather than :"Sum"

Click OK and you now have a count of the invoices by product.  Remember to change the foratting to tak out the decimal places.

 

 

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