How To Add Custom Fields To Pivot Tables Easy Steps Examples

Keep in mind that calculated fields can’t use references or named ranges in formulas—this means you can’t use functions like INDEX, OFFSET, or VLOOKUP in your custom field. However, functions like IF, SUM, COUNT, and any others that don’t require references or named ranges are fine.

The PivotTable Analyze menu is only visible when you click to activate the pivot table. If the menu ever disappears, just click the pivot table again to bring it back up. This tab is called Analyze in some versions of Excel.

For example, to find the tax rate for the “Items” field at 8. 5%, you could name your custom field “Tax” and use this formula:=Items * 8. 5%. Another example: If you want to divide values in the “Sales” column by values in the “Quantity” column, you could use: =Sales/Quantity. To insert data from another pivot table field in your formula, select the field and click Insert Field.

If you want to delete the field, just click Delete instead.