Try Our Live Demo

Analyze data with custom metrics

Create calculated fields to answer business questions and derive new metrics from existing data using a formula builder.

Formula-driven analysis

Design custom calculations by combining existing fields with built-in operators, using a formula builder dialog instead of writing code.

Calculate custom business metrics

Calculate profit margins, growth rates, percentages, ratios, and other composite metrics directly from existing Pivot Table fields.

Real-time metric updates

Calculated fields re-aggregate automatically when source data changes, filters are applied, or the pivot layout is reorganized, keeping values current.

Create formulas with drag-and-drop

Create calculated fields using a formula builder dialog, dragging fields into formulas and applying arithmetic, logical, and comparison operators without writing code. Use this feature when a new metric needs to be derived from existing fields.

Profit margin calculations
Year-over-year growth comparisons
Weighted average score calculations
Percent-of-total composition analysis

Formula builder UI for drag-and-drop construction.

Calculated fields in the Values axis alongside other metrics.

Calculated fields in Values axis

Calculated fields behave like source value fields once created, appearing in the field list and the Values axis alongside other measures. Use this feature when a custom metric needs to be aggregated the same way as any other value field.

Regional profit margin tracking
Marketing channel cost comparisons
Multi-metric product analysis
Cross-region performance benchmarking

Build business metrics with operators

Combine aggregate functions with arithmetic, logical, and comparison operators to build calculations for performance measurement, KPI tracking, and trend analysis. Use this feature when a metric requires conditional logic or combined calculations.

Conditional KPI threshold formulas
Multi-condition sales qualification rules
Weighted scoring model formulas
Trend-based performance calculations

Library of calculation functions for business analytics.

Edit and delete calculated fields with simple dialogs.

Manage calculated field definitions

Edit formulas, rename calculations, and remove unused fields from the pivot structure, with changes applied instantly as formulas recalculate. Use this feature when formulas need to be revised or reused across reports.

Formula updates after policy changes
Removing outdated experimental metrics
Reusing formulas across departments
Exporting reports with formulas intact

Platform support

Use Calculated Fields across platforms

Calculated Fields are available across web, desktop, and cross-platform frameworks. Formula builder, field creation, and real-time recalculation work consistently across all supported platforms.

Capability	JS, React, Angular, Vue	Blazor	ASP.NET Core & MVC	WPF & UWP	WinForms
Create calculated fields
Formula builder dialog
Edit and delete calculated fields
Aggregate functions (Sum, Avg, Count, etc.)
Real-time recalculation on data refresh

supported partially supported not supported

Frequently Asked Questions

✅ What does a calculated field do in a Pivot Table?

A calculated field is a custom value created from existing Pivot Table fields using a formula. For example, dividing profit by revenue creates a Profit Margin field. The result appears in the field list and Values axis with other measures.

✅ Where do calculated fields appear in a Pivot Table?

Calculated fields appear in the Pivot Table Values axis, where they behave like other value fields. They are aggregated with the report data and remain available during Pivot Table operations such as sorting, filtering, and drilling.

✅ When does a Pivot Table update calculated fields?

A Pivot Table recalculates calculated fields when source data is refreshed, filters change, or the report layout is updated. This keeps each calculated value synchronized with the currently displayed and aggregated data.

✅ Is coding needed for Pivot Table calculated fields?

No. The Pivot Table formula builder lets users drag fields, choose operators, and configure formulas visually. Calculations can combine functions such as Sum(), Avg(), and Count() with operators, so users do not need to write code.

✅ Which formulas work in Pivot Table calculated fields?

Pivot Table calculated fields support arithmetic, comparison, logical, and conditional operators. They also support Sum(), Avg(), Count(), Min(), Max(), utilities such as abs() and isNaN(), and JavaScript Math methods.

✅ Can Pivot Table exports include all calculated fields?

Yes. Pivot Table exports to Excel, PDF, and CSV include calculated fields and their resulting values. Recipients can view every exported metric and continue analyzing the report data in the selected output format.

Resources