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Pivot Tables are an incredibly powerful feature in Excel for data analysis.
In a previous post it has been described how to use VBA to create Pivot Tables
You can exploit the full potential of VBA and add Calculated Fields to your Pivot Tables.
Calculated fields are formulas that operate on the other fields in the Pivot Table.
This post, will explore how to add calculated fields to a Pivot Table using VBA, focusing on the CalculatedFields.Add method.
This method will bring one step forward your VBA skills to create Pivot Tables
The CalculatedFields.Add method is used to create a new calculated field in a Pivot Table. Let's break down each element of this method.
Syntax of CalculatedFields.Add
PivotTable.CalculatedFields.Add(Name, Formula, [UseStandardFormula])
The 'Name' parameter
The Name parameter specifies the name of the new calculated field. This is the label that will appear in the Pivot Table's field list.
The 'Formula' parameter
The Formula parameter defines the calculation for the new field. This is the label that will appear in the Pivot Table's filed list
The 'UseStandardFormula' parameter
The 'UseStandardFormula' parameter is optional. It determines wether to use the standard formula (default is 'False'). When set to TRUE, it allows more complex formulas similar to those in Excel worksheet cells.
EXAMPLE SYNTAX
PivotTable.CalculatedFields.Add "NewField", "=Field1 + Field2"
Let's walk through a practical example where we start with a sample Pivot Table and add a calculated field.
STEP-BY-STEP GUIDE
Set Up Your Data and Pivot Table
Assume you have data in a worksheet named 'Data'
Create a Pivot Table and place it in a sheet called 'PivotTableSheet'. The pivot looks like this
2. Create the VBA code
Open the VBA editor (ALT+F11) and insert a new module. Copy the following code in the module
Sub AddCalculatedFieldToPivotTable()
Dim ws As Worksheet
Dim pt As PivotTable
Dim ptCache As PivotCache
' Set the worksheet
Set ws = ThisWorkbook.Sheets("PivotTableSheet")
' Assuming there's only one Pivot Table on the sheet
Set pt = ws.PivotTables(1)
' Add a calculated field to the Pivot Table
pt.CalculatedFields.Add "SalesPerUnit", "=Sales / Quantity"
' Refresh the Pivot Table to show the new calculated field
pt.RefreshTable
End Sub
3. Run the Code
Run the 'AddCalculatedFieldToPivotTable'. This will add a new calculated field named 'SalesPerUnit' to the Pivot Table available fields
Define the WorkSheet and Pivot Table
Dim ws As Worksheet
Dim pt As PivotTable
Dim ptCache As PivotCache
Set ws = ThisWorkbook.Sheets("PivotTableSheet")
' Assuming there's only one Pivot Table on the sheet
Set pt = ws.PivotTables(1)
This part of the code sets the worksheet and identifies the Pivot Table you want to work with.
2. Add the Calculated Field
pt.CalculatedFields.Add "SalesPerUnit", "=Sales / Quantity"
Here, we add a calculated field named "SalesPerUnit" with the formula =Sales / Quantity. This formula calculates the sales per unit for each product.
3. Refresh the Pivot Table
pt.RefreshTable
Refreshing the Pivot Table ensures the new calculated field is visible and the data is updated.
Adding calculated fields to a Pivot Table using VBA can significantly enhance your data analysis capabilities in Excel.
By understanding the CalculatedFields.Add method and following the practical example, you can automate the addition of calculated fields, saving time and reducing errors in your data analysis processes.
Feel free to experiment with different formulas and scenarios to see how calculated fields can best serve your needs