How to add calculated fields and items to your pivot table
Calculated field
Calculated field in a pivot table is created using a custom formula that calculates the entries across fields (columns) and produces the result without affecting the source data. To add a calculated field:
- Click on the pivot table and from the pivot table builder in the side pane, then select Calculated Field from the Fields & Items dropdown.
- In the dialog box that appears, enter the desired field name and formula, and click Create field. Use the [+] icon to pick the values for the formula. Example formula: = Price * Quantity.
- Once you're done, click Create Field.
Alternatively, you can right-click the pivot table, then go to Fields & Items > Calculated Field to create the calculated field.
Calculated item
Calculated item in a pivot table is created using a custom formula that combines items of the selected field. To add a calculated item:
- Click on the pivot table and from the pivot table builder in the side pane, then select Calculated Item from the Fields & Items dropdown.
- In the dialog that appears, enter the field name, select the column, and the formula. Use the [+] icon to pick the item names from the selected column field and add them to the formula.
- Once done, click Create Item. Once the item is created, it'll be added as a row to your pivot table.
- Alternatively, you can right click the pivot table, go to Fields & Items > Calculated Item to create the calculated item.
- Both calculated field and calculated item supports arithmetic operations like +,-,*,/
- Supports any Zoho Sheet functions like SUM(), IF(), ROUND(), ABS(), etc.
- Field names are case sensitive while item names are case insensitive.
- If the field names contain spaces or special characters, enclose them within single quotes. Example: 'Copy Papers' + Pencil.
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