The source data contains three fields: Date, Region, and Sales. Note the field list does not include the calculated item.

The calculated item was created by selecting “Insert Calculated Item” in the “Fields, Items, and Sets” menu on the ribbon:

The calculated field is named “Southeast” and defined with the formula “=South + East” as seen below:

Note: Field names with spaces must be wrapped in single quotes (’). Excel will add these automatically when you click the Insert Field button, or double-click a field in the list. After the calculated item is created, the East and South regions must be excluded with a filter to avoid double-counting:



Dave Bruns

Hi - I’m Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.   

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