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This wikiHow teaches you how to create and insert new columns into a pivot table in Microsoft Excel using the Pivot Table tool. You can change existing rows, fields, or data into columns, or create columns of calculated data using a custom formula.
Steps
Convert data fields to columns
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Open the Excel file with the pivot table you want to edit. Find and double-click the Excel file on your computer to open it.
- If you haven’t created a pivot table yet, open a new Excel document and create a Pivot Table before continuing.
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Click any cell in the pivot table to select it. The Pivot Table Analyze and Design tabs appear in the tool ribbon at the top of the screen.
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Click the Pivot Table Analyze tab at the top. This tab is located alongside others (such as Formulas, Insert, and View) at the top of the application window. The pivot table tool will appear in the tool ribbon.
- On some versions this tab is briefly named Analyze or displayed as an option under the “Pivot Table Tops” heading.
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Click the Field List button in the ribbon. This button is to the right of the Pivot Table Analyze tab. A list of all fields, rows, columns, and values in the selected table will appear.
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Check the box next to any item in the FIELD NAME list. The sum of the original data in the category you select will be calculated and added to the pivot table as a new column.
- Normally, non-numeric fields are added as rows, and metric fields are added as columns by default.
- You can uncheck the check box here at any time to delete the column.
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Drag any field, row of data, or value item and drop it into the “Cpumns” (Columns) section. The selected item will automatically be moved to the Cpumns list and the pivot table will be redesigned with the newly added column.
Add field
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Open the Excel document that you want to edit. Double-click the Excel document containing your pivot table.
- If you haven’t created a pivot table yet, open a new Excel document and create a Pivot Table before continuing.
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Select the pivot table that you want to edit. Click Pivot Table on the spreadsheet to select and edit.
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Click the Pivot Table Analyze tab. This tab is located in the center of the toolbar at the top of the Excel window. The pivot table tool opens on the tools ribbon.
- On some versions this tab is briefly named Analyze or displayed as an option under the “Pivot Table Tops” heading.
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Click the Fields, Items, & Sets button in the tool ribbon. This button has the word “fx” in the panel icon at the bottom right of the toolbar. A drop-down menu will appear.
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Click Calculated Field in the drop-down menu. The window for you to add a new custom column to the Pivot Table opens.
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Enter a name for the column in the “Name” field. Click the Name data field and enter the name you want to give the new column. This name will appear at the top of the column.
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Enter the formula for the new column in the “Formula” field. Click the Formula data field below the Name field and enter the formula that you want to use to calculate the data value in the new column.
- Make sure you enter the formula to the right of the “=”.
- Or you can also select an existing column and add it to the formula as a value. Select the field you want to add to the data field section here and click Insert Field to insert it into the formula.
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Click OK . The column will be added to the right of the pivot table.
Advice
- You need to make sure that you have backed up the original of the Excel document before proceeding to edit the pivot table.
Warning
- Don’t forget to save your work when you’re done.
X
This article is co-authored by a team of editors and trained researchers who confirm the accuracy and completeness of the article.
The wikiHow Content Management team carefully monitors the work of editors to ensure that every article is up to a high standard of quality.
This article has been viewed 26,521 times.
This wikiHow teaches you how to create and insert new columns into a pivot table in Microsoft Excel using the Pivot Table tool. You can change existing rows, fields, or data into columns, or create columns of calculated data using a custom formula.
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