Update Calculated Field in Pivot Table

Scipio

New Member
Joined
Aug 11, 2020
Messages
4
Office Version
  1. 365
Platform
  1. Windows
I am a pivot table novice trying to learn about this great tool. I have inherited a pivot table with a values field (calculated field) that sums monthly forecast sales across columns, with each row representing a specific customer's forecast sales. When I add a column for the latest month of forecast sales to the fields area of the table (e.g. August), it shows as a new column in the pivot table, however the last column (Sum of Fields) is still summing January-July data only. I have obviously tried to refresh the table but it doesn't work. How does one update the pivot table to include the data in the new field (August) in the last column --- the Sum of Fields column? It must be something very simple that I am missing. Thank you.
 

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sandy666

Well-known Member
Joined
Oct 24, 2015
Messages
7,067
Calculated Fields - select Name, modify Formula, Add then Ok
 

Scipio

New Member
Joined
Aug 11, 2020
Messages
4
Office Version
  1. 365
Platform
  1. Windows
Got it --- many thanks Sandy666!
 

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