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Calculated Field in Pivot Table

  1. #1
    Spencer Hutton
    Guest

    Calculated Field in Pivot Table

    I have alist of data in columns
    column A = Category
    column B = subcategory
    Column C = taxable (True/False)
    i have other fields that are not crucial to this question. i have set up a
    pivot table to view the data by category. i want to add a coolumn, or
    calculated field, showing the amount of tax @ 7.5% for the items that are
    taxable. can you use if/then statements in pivot tables?

  2. #2
    Debra Dalgleish
    Guest

    Re: Calculated Field in Pivot Table

    You could create a calculated item for the tax:

    Select the field button for the Taxable field
    From the Pivot toolbar, choose PivotTable>Formulas>Calculated Item
    Type a name, e.g. Tax
    Type a formula: ='TRUE'*0.075
    Click OK

    Note: This will create a calculated item for each subcategory in the
    pivot table. You may prefer to calculate the tax in your source data,
    and add that field to the pivot table.

    Spencer Hutton wrote:
    > I have alist of data in columns
    > column A = Category
    > column B = subcategory
    > Column C = taxable (True/False)
    > i have other fields that are not crucial to this question. i have set up a
    > pivot table to view the data by category. i want to add a coolumn, or
    > calculated field, showing the amount of tax @ 7.5% for the items that are
    > taxable. can you use if/then statements in pivot tables?



    --
    Debra Dalgleish
    Excel FAQ, Tips & Book List
    http://www.contextures.com/tiptech.html


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