Wednesday, November 10, 2021

Sum values in a pivottable

To aggregate (sum) values in a PivotTable, you can use summary functions like Sum, Count, and Average.

The Sum function is used by default for numeric value fields you place in your PivotTable, but here's how to choose a different summary function:

  1. In the PivotTable, right-click the value field you want to change, and then click Summarize Values By.

    A numeric value field in a PivotTable uses Sum by default

  2. Click the summary function you want.

    Note:  Summary functions aren't available in PivotTables that are based on Online Analytical Processing (OLAP) source data.

    Use this summary function:

    To calculate :

    Sum

    The sum of the values. It's used by default for value fields that have numeric values. If your field contains blanks or nonnumeric (text, date, or Boolean) values when you place it in the Values area of the Field List, the PivotTable uses the Count function for the field.

    After you've placed the field in the Values area, you can change the summary function to Sum, and any blank or nonnumeric values are changed to 0 in the PivotTable so they can be summed.

    Count

    The number of nonempty values. The Count summary function works the same as the COUNTA function. Count is used by default for value fields that have nonnumeric values or blanks.

    Average

    The average of the values.

    Max

    The largest value.

    Min

    The smallest value.

    Product

    The product of the values.

    StDev

    An estimate of the standard deviation of a population, where the sample is a subset of the entire population.

    StDevp

    The standard deviation of a population, where the population is all of the data to be summarized.

    Var

    An estimate of the variance of a population, where the sample is a subset of the entire population.

    Varp

    The variance of a population, where the population is all of the data to be summarized.

    Distinct Count

    The number of unique values. This summary function only works when you use the Data Model in Excel.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

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