Chapter 8. Creating Custom PivotTable Calculations

Introducing Custom Calculations

A custom calculation is a formula that you define yourself to produce PivotTable values that would not otherwise appear in the report if you used only the source data fields and Excel's built-in summary calculations. Custom calculations enable you to extend your data analysis to include results that are specific to your needs.

For example, suppose your PivotTable shows employee sales by quarter and you want to award a 10 percent bonus to each employee with sales of more than $25,000 in any quarter. You can create a custom calculation that checks for sales greater than $25,000 and then multiplies those by 0.1 to get the bonus number.

A custom calculation is simply an ...

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