Figure 3-22. The DateCalc calculated item refers to the dates by relative position. in Microsoft Excel

Generating Quick Response Code in Microsoft Excel Figure 3-22. The DateCalc calculated item refers to the dates by relative position.

Figure 3-22. The DateCalc calculated item refers to the dates by relative position.
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3.16. Using Formulas: Modifying a Calculated Item Formula in Cell
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Problem
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In your pivot table a calculated item, named DateCalc, is in the OrderDate field. It calculates the difference between the value for the OrderDate that is three rows below the calculated item and the OrderDate that is two rows below. You d like to change the calculated item s
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CHAPTER 3 CALCULATIONS IN A PIVOT TABLE
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formula for one region, because it has missing data on one of the OrderDates. The example shown is from the DateCalc.xlsx workbook.
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You can modify the formula for an individual cell that contains a calculated item. For example, in the DateCalc calculated item, the index number was used to calculate the difference between two of the dates: =OrderDate[+3]-OrderDate[+2] If one of the columns has a blank cell for the date that is offset by 3, you can modify the formula to refer to the date that is offset by 4: =OrderDate[+4]-OrderDate[+2] To make the change, select the cell, and modify the formula in the formula bar (see Figure 3-23).
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Figure 3-23. The calculated item s formula is modified for one cell.
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Caution The Undo feature is not available after making this change, and the original formula will not be restored when the pivot table is updated. The modified cell s formula will not be changed if the calculated item s formula is changed.
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3.17. Using Formulas: Creating a Calculated Field
Problem
In your pivot table, Rep and Product are in the Row Labels area. In the Values area, the Total field shows the total sales for each sales representative per product, and the Units field summarizes the number of units sold. You d like to calculate a 3 percent bonus payable if a sales representative has sold more than 100 units of any product. The example shown is from the OrderStatus.xlsx workbook.
Solution
To calculate the bonus, you can create a calculated field. In a calculated field s formula, you can refer to other fields in the pivot table. In this example, you ll test the Units field, to see if more than 100 units were sold, and multiply by the Total field.
CHAPTER 3 CALCULATIONS IN A PIVOT TABLE
1. Select any cell in the pivot table, and on the Ribbon, under the PivotTable Tools tab, click the Options tab. 2. In the Tools group, click Formulas, and then click Calculated Field. 3. Type a name for the calculated field, for example, Bonus. 4. In the Formula box, type =IF(Units>100,Total*3%,0). 5. Click OK to save the calculated field, and to close the dialog box. The Bonus field appears in the Values area of the pivot table, and in the field list in the PivotTable Field List (see Figure 3-24).
Figure 3-24. The calculated field appears in the Values area.
Note You can t change the summary function for a calculated field. Sum is the only function available for
these fields.
3.18. Using Formulas: Modifying a Calculated Field
Problem
You created a calculated field, and you d like to change it. For example, in Section 3.17, a bonus of 3 percent was calculated. Your company has increased the bonus to 5 percent, and you need to calculate the new amounts. The example shown is from the OrderStatus.xlsx workbook.
Solution
You can go back into the Insert Calculated Field dialog box, and modify the settings. 1. In the pivot table, select any cell, and on the Ribbon, under the PivotTable Tools tab, click the Options tab. 2. In the Tools group, click Formulas, and then click Calculated Field. 3. From the Name drop-down list, select the name of the calculated field you want to modify. In this example, the calculated field is named Bonus.
CHAPTER 3 CALCULATIONS IN A PIVOT TABLE
4. In the Formula box, change the formula. To increase the bonus percent, change the 3 percent to 5 percent. 5. Click Modify, and then click OK to close the dialog box.
3.19. Using Formulas: Removing a Calculated Field
Problem
You created a calculated field, and now you d like to remove it from the pivot table layout. In this example, the calculated field is named Bonus. The example shown is from the OrderStatus.xlsx workbook.
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