Pivot Table Calculated Field for Average in Excel

The table we’ll use consists of five columns and 48 rows. Each row of the table contains the monthly sales amount for a particular sales representative. For example, Bob is a sales representative for the North region, he sold 267 units in the month of February, and his total sales were $23,882. We’ll use the dataset to demonstrate how you can use calculated fields for averages in a pivot table.

Dataset to create a calculated average field in excel pivot table


What Is Calculated Field in Excel Pivot Table?

A calculated field is an alternative to creating a new column field in your source data. In most cases, you will find that it is easier to create a new column field in your source data with a formula that performs the expected calculation. But when your data is from an external source and you can’t manipulate the data source, you can use the calculated field feature.


Pivot Table Calculated Field for Average in Excel with Easy Steps

The following figure shows a pivot table created from the table. To create this pivot table, we have placed the Month field in the Rows area, the SalesRep field in the Columns area, and the Sales field in the Values area.

PivotTable created from the dataset

We are going to add a new field to the pivot table that will show the average unit price.


Steps:

  • Select any cell within the pivot table to access the PivotTable Analyze feature.
  • Choose PivotTable Analyze ➪ Calculations ➪ Fields, Items & Sets ➪ Calculated Field.
  • The Insert Calculated Field dialog box will appear.

Click on Calculated Field Command

  • There are two fields in the dialog box. One is Name Box and another is Formula Box.
  • Enter a descriptive name in the Name Box and input the formula in the Formula Box. The formula can use any worksheet function and use any fields from the data source. In our example, we have entered Average Unit Price in the Name box, and this formula in the Formula box: =Sales/’Units Sold’.

How to create a calculated field in an Excel pivot table

  • Click the Add button in the dialog box to add this new field in the Fields section.

Calculated field for Average

  • Click OK to close the Insert Calculated Field dialog box.

Click OK to close the dialog box

Note: You can enter the formula manually by typing it in the formula box or by double-clicking items in the Fields list box. When you double-click an item, the item will be transferred to the formula box. Because the Units Sold field contains a space, Excel adds single quotes around this field name when it is entered in the formula box.
  • After you have created the calculated field (Average Unit Price), Excel automatically adds this field as a new column in the pivot table with its calculated values. The calculated field also appears in the PivotTable Fields task pane. You can treat this new field just like any other field, but you can’t move it to the Rows, Columns, or Filters areas like other fields. This field must remain in the Values area.

PivotTable Task Pane

  • The following figure shows the pivot table after we have added the calculated field Average Unit Price. To shorten a label and make it more visible, select it, press F2, and change the label. We have applied some styling for better visualization.
Calculated average field added to pivot table

The pivot table with a calculated field.

Tip: The formulas that you develop can also use worksheet functions, but the functions can’t refer to cells or named ranges.

Read More: How to Calculate Weighted Average in Excel Pivot Table


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Kawser Ahmed
Kawser Ahmed

Kawser Ahmed is a Microsoft Excel Expert, Udemy Course Instructor, Data Analyst, Finance professional, and Chief Editor of ExcelDemy. He is the founder and CEO of SOFTEKO (a software and content marketing company). He has a B.Sc in Electrical and Electronics Engineering. As a Udemy instructor, he offers 8 acclaimed Excel courses, one selected for Udemy Business. A devoted MS Excel enthusiast, Kawser has contributed over 200 articles and reviewed thousands more. His expertise extends to Data Analysis,... Read Full Bio

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