You can create relationships between different data tables using pivot tables and the Data Model. Adding a rate calculation to the source data may result in incorrect calculations in your pivot table when viewing a pivot table at a more aggregated view than the data. If we want to calculate the Profit Margin on each order we could add another column with the calculation Profit Margin = 1 – (Total Cost / Total) or we can add calculated field.įor a rate type calculations like a profit margin, it’s better to add the calculations as a Calculated Field rather than add an extra column with the calculation to the source data.
For example, our data contains a Total Cost and Total amount for each order. Add A Calculated FieldĪdding a calculated field to your pivot table is equivalent to adding a new column to your source data to perform a calculation based on the other data.
This will allow you to make changes to your pivot table without the column width automatically adjusting. In the PivotTable Options window under the Layout & Format tab uncheck the Autofit column widths on update box.
