Pivot tables are a powerful tool in Excel that can help you to quickly analyze, summarize, and transform large amounts of data. But despite their usefulness, they can still cause problems. If you've ever tried using the Sum function in a calculated field, only to have it not work when you filter it, you know how frustrating this can be. Fortunately, there are a few simple steps you can take to fix this issue.
The calculated field Sum function is an incredibly useful tool for quickly adding up values in a pivot table. It allows you to quickly and easily calculate sums without having to manually enter formulas. However, if you're trying to use a calculated field Sum with a filter, you may find that it doesn't work as expected. In this article, we'll discuss why this happens and how you can fix it.
The problem occurs because filters in pivot tables are applied after the calculated fields are evaluated. This means that any calculated fields that rely on values from fields that are being filtered will not work correctly. To fix this, you need to make sure that you are filtering the fields before the calculated fields are evaluated.
To do this, you need to change the order of operations in your pivot table. First, select all the fields that you want to filter, then click the ‘Options’ button at the top of the pivot table. Under the ‘Data’ tab, you will see an option for ‘Calculated fields’. Here, you can select the ‘Filter fields first’ option. This will ensure that the filters are applied before the calculated fields are evaluated.
Once you have done this, your calculated field Sum should work correctly when you apply a filter. It's important to note that this only applies to pivot tables; if you are using a regular Excel worksheet, the order of operations does not matter.
Using the calculated field Sum function in conjunction with a filter can be a great way to quickly and easily summarize data. However, if you don't set the order of operations correctly, you may find that your calculated field Sum doesn't work. Fortunately, this issue is easy to fix. By following the steps outlined above, you can ensure that the filters are applied before the calculated fields are evaluated, and your calculated field Sum should work as expected.
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