How to Create Calculated Field in Pivot Table Data Model

If you are looking for ways to create a calculated field in the Pivot Table data model, then this article will serve this purpose. So, let’s start with our main article to learn the detailed procedures of doing this job.

What Is a Calculated Field?

A calculated field is an integral property of a PivotTable or Pivot Chart. It is also known as a measure. A calculated field or measure is a created field through the use of the DAX formula. If you want to calculate some extra properties of your dataset after completing PivotTable then you can easily apply your formula by creating a calculated field here. This calculated field is generally of 2 types; Implicit Calculated Field, and Explicit Calculated Field. An implicit calculated field is created using the PivotTable Field and an explicit calculated field is created using the PivotTable Analyze tab.

How to Create Calculated Field in Pivot Table Data Model: 4 Handy Examples

Here, we have the following dataset containing the list of salaries along with the working days of some company employees. In the upcoming examples, we will create a calculated field to determine the bonus designated for the employees.

Here, we have used the Microsoft 365 version for creating this article, you can use any other version according to your convenience.

Example-1: Creating Implicit Calculated Field in Pivot Table Data Model

In this example, we will convert the following dataset into PivotTable. Then insert a calculated field calculating the bonus for the employees which will be 30% of their salaries.

Step-01: Creating Pivot Table

Here, we will create a PivotTable to insert a calculated field in the data model.

• Go to the Insert tab >> PivotTable dropdown >> From Table/Range option

After that, the PivotTable from table or range dialog box will appear.

• Select the dataset as Table/Range, and click on the New Worksheet
• Check the Add this data to the Data Model option and press OK.

Afterward, you will be taken to a new sheet containing two portions; PivotTable1, and PivotTable Fields.

• Drag down Employee to the Rows area and Salary to the Values

Then, the following PivotTable will appear on the left side.

Step-02: Adding Measure to Enter Calculated Field

In this step, we will add a measure or calculated field by using a DAX formula.

• Right-click on the name of the PivotTable (here, it is Range)
• Choose the Add Measure…

Consequently, the Measure dialog box will pop up.

• Type Bonus (or whatever you want) in the Measure Name.
• In the Formula box after the equal (=) sign type your formula. Here, we want the Sum of Salary field and so after typing s, you will see various options. Among the options, we will select the [Sum of Salary].

• Now, write down the complete formula

Here, we have multiplied 0.03 with [Sum of Salary] because the bonus will be 30% of an individual’s salary.

• Press OK.

In this way, our calculated field Bonus will appear in the field list.

• Drag down the Bonus field to the Values.

After that, the new column Bonus will appear with the calculated values.

After adding the currency symbols to the salaries and bonuses we will have the following figure.

Read More: How to Insert a Calculated Item into Excel Pivot Table

Example-2: Creating Implicit Calculated Field with Power Pivot Tab

In this example, we will create the calculated field Bonus by using the DAX formula with the help of the Power Pivot tab.

Step-01: Enabling Power Pivot Option

If you don’t see the Power Pivot tab in your Excel worksheet, follow this step to activate this option.

• Go to the File tab.

• Now, select Options.

After that, you will have the Excel Options wizard.

• Go to the Add-ins tab and then click on the dropdown symbol beside the Manage.

• Choose the COM Add-ins option and click on Go.

Afterward, the COM Add-ins wizard will open up.

• Check the Microsoft Power Pivot for Excel option and press OK.

As a result, you will see the Power Pivot tab in your workbook.

Step-02: Adding Measure to Enter Calculated Field

• Follow Step-01 of Example-1 to open up the following sheet.

• Drag down Employee to the Rows area and Salary to the Values.

Then, the following PivotTable will appear on the left side.

• After selecting any cell of your PivotTable, go to the Power Pivot tab >> Measures dropdown >> New Measure

Then, you will have the Measure dialog box.

• Set the Measure name as Bonus 1.
• Write down the following formula in the Formula box.

We can change the formatting here also.

• Choose Currency as Category and keep the Decimal places up to 2.
• Finally, press OK.

After that, the Bonus 1 column with the bonuses of the employees will be automatically added to the PivotTable.

After adding the Currency symbol to the salaries and border to this table we will have the final look like this figure.

Example-3: Generating Explicit Calculated Field in Pivot Table Data Model

Here, we will use the Calculated Field directly to generate an explicit calculated field with a formula to determine the bonus amounts for the employees.

Steps:

• Follow Step-01 of Example-1 to open up the following sheet.

• Drag down Employee to the Rows area and Salary to the Values.

Then, the following PivotTable will appear on the left side.

• After selecting any cell of your PivotTable, go to the PivotTable Analyze tab >> Calculations group >> Fields, Items & Sets dropdown >> Calculated Field

Afterward, the Insert Calculated Field dialog box will pop up.

• Set the Name as Bonus 2.
• In the Formula box after the equal sign (=) we will insert our desired field here.

• Click on the Salary field and press the Insert Field.

After that, Salary will appear in the Formula box.

• Complete the formula like the following

• Press OK.

Finally, a new column with bonus values will be added to the Pivot Table.

After adding the Currency symbol to the salaries and border to this table we will have the final look like this figure.

Example-4: Using Explicit Calculated Field for a Complex Formula in Pivot Table Data Model

Here, we will calculate the bonus values with some conditions, such as the employees who have working days more than 250 will get a 50% bonus of their salaries and the rest will receive a 50% bonus on their salaries. To apply this condition, we will use the IF function here.

Steps:

• Follow Step-01 of Example-1 to open up the following sheet.

• Drag down Employee to the Rows area and Working Days, and Salary to the Values.

Then, the following PivotTable will appear on the left side.

• After selecting any cell of your PivotTable, go to the PivotTable Analyze tab >> Calculations group >> Fields, Items & Sets dropdown >> Calculated Field.

Afterward, the Insert Calculated Field dialog box will pop up.

• Set the Name as Bonus 3.
• In the Formula box after the equal sign (=) we will insert our desired field here.

• Firstly, write down IF( to start the formula.

• Click on the Working Days field and press the Insert Field

In this way, we will insert our required fields into the formula.

• Apply the following formula.

• Press OK.

Finally, we will have a new column with calculated bonuses.

After adding the Currency symbol to the salaries, bonuses, and border to this table we will have the final look like this figure.

How to Remove Calculated Field in Pivot Table Data Model

Here, we will show the process of eliminating the calculated field Sum of Bonus 3 from the following Pivot Table.

Steps:

• Select any cell on the column that is created by entering the calculated field and then right-click on it.

• Choose the Remove “Sum of Bonus 3”

In this way, we have removed the calculated field.

How to Get a List of Formulas for Calculated Field in Pivot Table Data Model

If you want to get a list of formulas used in the calculated field, then you can follow this section.

Steps:

• After selecting any cell of your PivotTable, go to the PivotTable Analyze tab >> Calculations group >> Fields, Items & Sets dropdown >> List Formulas

Then you will be taken to a new sheet where you will get a detailed list of formulas.

Download Workbook

Conclusion

In this article, we tried to create a calculated field in the pivot table data model. Hope you will find it useful. If you have any suggestions or questions, feel free to share them in the comment section.

<< Go Back to Calculated Field in Pivot Table | Pivot Table Calculations | Pivot Table in Excel | Learn Excel