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      How to: Create a Pivot Table
      How to: Refresh a Pivot Table
      How to: Change a Data Source for a Pivot Table
      How to: Move a Pivot Table
      How to: Clear or Remove a Pivot Table
      How to: Change the PivotTable Layout
      How to: Subtotal Fields in a Pivot Table
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      How to: Apply a Custom Style to a Pivot Table
      How to: Control Style Options
      How to: Change the Summary Function for a Data Field
      How to: Apply a Custom Calculation to a Data Field
      How to: Create a Calculated Field
      How to: Create a Calculated Item
      How to: Sort Items in a Pivot Table
      How to: Filter Items in a Pivot Table
      How to: Group Items in a Pivot Table
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 End-User Documentation

How to: Create a Calculated Field

If the predefined aggregation functions or Show Values As calculation options do not meet your requirements, you can create your own formulas to calculate values in a PivotTable report by inserting calculated fields and calculated items.

All calculated fields for a pivot table are stored in the PivotCalculatedFieldCollection collection, which can be accessed using the PivotTable.CalculatedFields property. Use the collection's methods to create, modify or remove a calculated field.

Expanded Online Video

See the following online video to learn how to add calculated fields and calculated items to a pivot table inside the SpreadsheetControl.

Expanded Create a Calculated Field

To create a calculated field, use the PivotCalculatedFieldCollection.Add method. The first parameter of this method allows you specify a formula for the calculated field.

A formula string should conform to the common syntax rules and contain only supported elements.

  • In the formula, you can use constants and refer to other fields in the PivotTable report. The calculation will be performed on the sum of the underlying data for any fields in the formula. When you reference a field in your formula, you can enclose its name in apostrophes or omit them.

  • You cannot create formulas that use a cell reference, defined name, circular references and arrays.

  • You cannot use worksheet functions that require cell references or defined names as arguments.

  • The formula cannot refer to the PivotTable’s subtotals, totals and Grand Total value.

After the calculated field is created, add it to the PivotTable's data area using the PivotDataFieldCollection.Add method of the PivotTable.DataFields collection.

Note

Calculated fields are stored in the PivotCache and available to all pivot tables that share the same cache.

The following code demonstrates how to create a field that calculates a 10% sales tax for values in the "Sales" field.

Show Me

A complete sample project is available in the DevExpress Code Examples database at http://www.devexpress.com/example=T298650.

The resulting PivotTable report is shown in the image below.

Expanded Modify a Calculated Field

To change a formula for a calculated field, get access to the required field by its name or index in the PivotCalculatedFieldCollection collection and then assign a new formula to the field's PivotField.Formula property. To rename a calculated field, use the PivotField.Name property.

Show Me

A complete sample project is available in the DevExpress Code Examples database at http://www.devexpress.com/example=T298650.

Expanded Remove a Calculated Field

To remove a particular calculated field from the collection, use the PivotCalculatedFieldCollection.Remove or PivotCalculatedFieldCollection.RemoveAt method. To remove all calculated fields from the collection at once, use the PivotCalculatedFieldCollection.Clear method.

Show Me

A complete sample project is available in the DevExpress Code Examples database at http://www.devexpress.com/example=T298650.

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