After I ungroup Date field, inserted the Calculated item to run ='Cash in'-'Cash out', the Date field was unable to group automatically by Month, Year or Quarters now. To open it, first click the pivot table, then click: PivotTable Tools > Analyze > Fields, Items & Sets > Calculated Field… The Insert Calculated Field dialog appears. In the raw data tab, rows are responses and columns are answers. This is a issue with pivot tables see link. I have downloaded the results of an online survey and have started building a pivot table to try and make sense of them. Whenever the fields are added in the value area of the pivot table, they are calculated as a sum. Pivot table calculated field with MAX() doesn't work as expected. Those days, I tested with your Excel file and created a new Pivot table to insert the Calculated item. Pivot Table - Add Calculated Field Not Working Apr 26, 2012. How to do dynamic named ranges. In this example, we'll set up a pivot table with both types of formulas, to see where and how they work. So, when we encounter this limitation, we try to work around it. Thread starter toshimarise; Start date Feb 27, 2014; Tags calculated field max() pivot table T. toshimarise New Member. BUT, if you make a dynamic range on the table and create a new pivot table that references the dynamic range of the table instead of the table itself, the calculated field will not be grayed out. For example, we may add a helper column to the data table or decide to perform the calculations outside of the PT. There are a handful of calculated fields on top of the pivot tables that are breaking too, but I'm assuming once the pivoted data is populated the calc'd fields will once again work. Drop the data into Excel into a table. The Insert Calculated Field dialog can be a little confusing to work with. Calculated Fields are formulas that can refer to other fields in the pivot table. Create the calculated pivot field that uses the fields corresponding to the restated formula, including the new field you just created; do not use SUM or COUNT at this point. Another very annoying Excel pivot table problem is that all of a sudden Excel pivot table sum value not working. The pivot fields remain in the data source table, however, they're not populated (as shown in the screenshot below). To get around this you can add the Daily Capped Total formula to you table itself instead of the pivot table and the field will calculate correctly. For example, a calculated field can operate on values within the report, but not on values outside of the report in another range or table. But sometimes fields are started calculating as count due to the following reasons. Dummies has always stood for taking on complex concepts and making them easy to understand. I have and excel sheet that pulls data from an external source (ServiceNow) via MS Query. I think that calculated fields work only on "sum of " whatever field . If you try to pivot off this data, the calculated field will still be grayed out. Calculated Items are formulas that can refer to other items within a specific pivot field . I can reproduce your issue when I grouped the Date column. Problem 3# Excel Pivot Table Sum Value Not Working. Dummies helps everyone be more knowledgeable and confident in applying what they know. Another solution to get the total would be to place a formula outside the pivottable and sum the column minus the grand total. 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