Editing How to Add a Custom Field in Pivot Table



Adding a custom field in a pivot table allows you to create a new field that is not part of the original data source but is based on a calculation or formula. Follow the steps below to add a custom field in a pivot table:

Step 1: Open the Pivot Table
Open the Excel workbook that contains the pivot table you want to modify.

Step 2: Select the Pivot Table
Click on any cell within the pivot table to select it.

Step 3: Open the PivotTable Fields Pane
In the Excel Ribbon, go to the “PivotTable Tools” tab, and click on the “Analyze” tab. Click on the “Fields, Items & Sets” button and select “Fields.”

Step 4: Add the Custom Field
Click on the “Calculations” button, then select “Fields, Items & Sets” and click on “Calculated Field”. In the “Name” field, enter a name for your custom field. In the “Formula” field, enter the calculation or formula that defines your custom field. Click “Add” to create the custom field.

Step 5: Apply the Custom Field
Drag and drop the custom field from the “Fields” pane into the “Values” area of the pivot table. The values for the custom field will now be displayed in the pivot table.

Step 6: Modify the Custom Field
If you need to modify the custom field, you can do so by going back to the “Fields, Items & Sets” button, selecting “Fields,” and then selecting the custom field you want to modify. Click on the “Calculations” button, then select “Fields, Items & Sets” and click on “Calculated Field”. Modify the “Name” and/or “Formula” fields as needed, and click “OK” to save the changes.

That’s it! You have now added a custom field in your pivot table.