Explore
For Enterprise
Join for Free
Log In

Arts et humanités
Business
Informatique
Science des données
Technologies de l'information
santé
Mathématiques et logique
Développement personnel
Sciences physiques et ingénierie
Sciences sociales
Apprentissage des langues
Diplômes et Certificats

Explorez l'intégralité de Coursera

Parcourir
Rechercher
For Enterprise
Connexion
Inscrivez-vous gratuitement

Calculated Fields

Loading...

Problem Solving with Excel

4.7 (3,034 notes) | 75K étudiants inscrits

Cours 1 de 5 dans Data Analysis and Presentation Skills: the PwC Approach Spécialisation

Visualiser le programme de cours

This course explores Excel as a tool for solving business problems. In this course you will learn the basic functions of excel through guided demonstration. Each week you will build on your excel skills and be provided an opportunity to practice what you’ve learned. Finally, you will have a chance to put your knowledge to work in a final project. Please note, the content in this course was developed using a Windows version of Excel 2013. This course was created by PricewaterhouseCoopers LLP with an address at 300 Madison Avenue, New York, New York, 10017.

Compétences que vous apprendrez

Data Analysis, Microsoft Excel, Pivot Table, Data Cleansing

Avis

4.7 (3,034 notes)

5 stars
2,320 ratings
4 stars
572 ratings
3 stars
110 ratings
2 stars
21 ratings
1 star
11 ratings

TW

Jan 03, 2017

It's a great course with clear instructions and insightful practices. I learnt useful functionalities and tools that could be used in my future career as an accounting professional.

BY

Jan 17, 2019

The functions introduced in this course are very useful for me to utilize the excel in my academic studies and I also think this will help me to develop greatly in my future career.

À partir de la leçon

Logical Functions & Pivot Tables

In this module, you will learn about logical functions and pivot tables. We will show you how to create and use pivot tables to solve business problems. We will give you an opportunity to practice creating and using a pivot table to solve a business problem. Finally, we will share some insight on PwC’s perspectives on the impact of Excel on your career and work. Note: We recommend viewing videos in full-screen mode by clicking the double arrow in the lower right hand corner of your screen.

Pivot Tables4:34

Navigate a Pivot Table7:49

Sort a Pivot Table3:43

Advanced Filtering5:53

Calculated Fields3:26

Enseigné par

Alex Mannella
Alumni / Former Principal

[MUSIC]

In this next section,

we're going to learn how to use a calculated field in a Pivot Table.

Adding a calculated field to a Pivot Table allows you to calculate an amount

using the variables already within your Pivot Table.

So you don't need to do it in a separate Excel workbook or using a calculator.

It's also easy to add in to your already formatted table.

In problem 6A, we would like to insert a calculated field for tax,

which is 7.5% of revenue.

We're also going to add in sales channel as a column.

So first, I'm going to click into the pivot table, and I'm going to move over to

our Pivot Table Field menu so we can change the variables that we're showing.

So right now, we have the sum of quantity in our table, but

it looks like we're going to be referencing revenue.

So let's change the value from quantity to revenue.

I'm going to click the arrow next to Sum of Quantity and click Remove Field.

Next, I'm going to go up here to our variables, click on Revenue and

drag it down to Values.

The question also asks us to include Sales Channel as a column.

So I'm going to go back to our Pivot Table Field menu, click on Sales Channel and

drag that down to the Columns.

The next step is actually creating our calculated field.

So first I'm going to make sure that we're clicked into our current pivot table, and

then up top in our Analyze ribbon.

I'm going to click on Fields, Items, and

here you can see an option is calculated fields, so I'm going to click that.

Be sure to name your field because if you're making many calculated fields,

you want to remember so you can refer to them in the future.

So in the name section, I'm going to type in tax.

For the formula, I'm going to delete out the zero, and

we would like tax to be 7.5% of revenue.

So, you can see in the menu below are all the different options

of what we can refer to, and we are going to look at revenue.

So, I'm going to double-click revenue to bring it into our formula function,

and then type multiplied by 7.5%,

which is 0.075 and hit OK.

Now, when we go into our pivot table fields,

we can see that there is a tax option.

So I'm going to click that.

And now we can see the revenue and

tax for each of our products separated by sales channels.

It's important to think of formatting at every step of

the process when creating a pivot table,

and since we're dealing with all dollar values here,

I'm going to highlight our pivot table.

Go to the Home ribbon, and in this Number Section, we can change it to Currency.

So now we'll add dollar signs and decimal points to our data.

Now it's your turn to try to create a calculated field.

In problem 6B, you'll be inserting a calculated field for

cost which is 50% of revenue.

[MUSIC]

Explorer notre catalogue

Rejoignez-nous gratuitement et obtenez des recommendations, des mises à jour et des offres personnalisées.

Coursera propose un accès universel à la meilleure formation au monde, en partenariat avec des universités et des organisations du plus haut niveau, pour proposer des cours en ligne.

© 2019 Coursera Inc. Tous droits réservés.

Télécharger dans l'App Store

Disponible sur Google Play

Coursera
À propos
Direction
Carrières
Catalogue
Certificats
Certificats MasterTrack™
Diplômes
For Enterprise
For Government

Communauté
Learners
Partners
Developers
Beta Testers
Translators

Se connecter
Blog
Facebook
LinkedIn
Twitter
Instagram
YouTube
Blog Tech

Plus
Conditions
Confidentialité
Aide
Accessibilité
Presse
Contact
Répertoire
Filiales