Excel 2024: Change the Calculation in a Pivot Table


May 8, 2024 - by

Excel 2024: Change the Calculation in a Pivot Table

Pivot tables offer a myriad of calculations in the Field Settings dialog box. Here is a faster way to change a calculation:

1. Drag Revenue to the Values area twice.

2. Double-click on the heading Sum of Revenue2. Excel opens the Value Field Settings dialog.

3. Click on Show Values As and select % of Column Total from the dropdown.

4. Type a new name in the Custom Name field, such as % of Total.

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Excel 2024: Create a Year-over-Year Report in a Pivot Table

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Let's say you have two years worth of detail records. Each record has a daily date. When you build a pivot table from this report, you will have hundreds of rows of daily dates in the pivot table.

Excel 2024: Create Your First Pivot Table

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Pivot tables let you summarize tabular data to a one-page summary in a few clicks. Start with a data set that has headings in row 1. It should have no blank rows, blank columns, blank headings or merged cells.

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