Pivot tables are a robust software in Excel that can be utilized to summarize and analyze information. One of many many issues that pivot tables can do is subtract counterparts. This may be helpful for duties akin to discovering the distinction between two units of numbers, or for calculating the online revenue or loss for a enterprise. While you create a pivot desk, you possibly can specify which fields you need to use as rows, columns, and values. To ensure that the pivot desk to subtract counterparts, you need to use a numeric discipline because the values discipline. For instance, you probably have an information set that features gross sales figures for various merchandise, you might create a pivot desk that reveals the whole gross sales for every product. Within the values discipline, you would choose the gross sales figures discipline. After getting created the pivot desk, you should utilize the Summarize Values By choice to specify how the values must be summarized.
The Summarize Values By possibility means that you can select from a wide range of abstract features, together with sum, common, and depend. If you wish to subtract counterparts, it is best to choose the sum perform. After getting chosen the sum perform, you possibly can click on on the OK button to create the pivot desk. The pivot desk will show the whole gross sales for every product. If there are any adverse gross sales figures, they are going to be subtracted from the whole. For instance, if one of many merchandise had whole gross sales of $100 and one other product had whole gross sales of -$50, the pivot desk would show the online gross sales as $50. You should utilize the pivot desk to research the information and establish traits and patterns. The pivot desk can be used to create charts and graphs that may show you how to visualize the information.
Pivot tables are a flexible software that can be utilized for a wide range of duties. By understanding how you can use the Summarize Values By possibility, you should utilize pivot tables to subtract counterparts and carry out different calculations. This may be helpful for a wide range of duties, akin to analyzing monetary information, calculating averages, and discovering variations between two units of numbers. With just a little apply, you should utilize pivot tables to effectively and successfully analyze your information.
Understanding Pivot Tables
Pivot tables are highly effective instruments in Microsoft Excel and Google Sheets that permit you to summarize and analyze information effectively. They allow you to create interactive tables that may be reconfigured by dragging and dropping fields, offering a complete view of your information from varied views.
At their core, pivot tables consist of 4 important parts: rows, columns, values, and filters. Rows and columns symbolize the classes or teams of information you need to analyze, whereas values present the numerical information related to these teams. Filters permit you to slender down the information to particular subsets, specializing in the points which might be most related to your evaluation.
Pivot tables provide a flexible platform for information manipulation and exploration. They permit you to carry out calculations, akin to sums, averages, and counts, on the information and create clear, concise reviews that spotlight the important thing insights and patterns inside your dataset.
Subtracting Numbers
Subtracting numbers in a pivot desk is a simple course of that means that you can evaluate completely different values and establish deltas or variations. To subtract numbers in a pivot desk, observe these steps:
- Click on on the cell the place you need to show the subtraction consequence.
- Go to the “Method Bar” on the prime of the window.
- Enter a system that subtracts the values of two cells. For instance, to subtract the worth in cell A2 from the worth in cell B2, enter the system “=B2-A2”.
- Press “Enter” and the consequence shall be displayed within the cell.
You too can use the “Calculated Discipline” characteristic in pivot tables to create a brand new discipline that represents the distinction between two values. This lets you save the ensuing calculation and reuse it in different elements of the pivot desk or in different calculations.
Step 1: Set Up the Pivot Desk Supply Knowledge
2. Specify the Knowledge Vary
Exactly deciding on the information vary is essential for an correct pivot desk. To do that, make sure you spotlight all of the pertinent cells inside your dataset. Keep away from leaving out any mandatory columns or rows, as this might lead to incorrect information or lacking values within the generated pivot desk. For readability, it is really useful to make use of named ranges or particular cell references inside the information supply when defining the information vary.
When defining the information vary, meticulous consideration must be paid to the inclusion of header rows and columns. In case your dataset accommodates headers, be sure that they’re included inside the chosen vary. Nevertheless, if the headers will not be current, guarantee they’re excluded to keep away from potential errors within the pivot desk creation course of.
Think about the next desk for instance:
| Month | Gross sales | Returns |
|---|---|---|
| January | $10,000 | $1,000 |
| February | $12,000 | $800 |
| March | $15,000 | $900 |
To outline the information vary for this instance, you’ll spotlight cells A1:C4, guaranteeing that each the header row and the information rows are included within the choice.
Step 2: Insert the Pivot Desk
Set Up the Pivot Desk
Now, let’s create the pivot desk itself. Observe these steps:
- Choose the Knowledge: Spotlight the vary of cells containing the information you need to analyze.
- Insert the Pivot Desk: Go to the "Insert" tab and click on on "PivotTable."
- Select the Vacation spot: A pop-up window will seem. Choose the placement the place you need the pivot desk to be positioned. You possibly can select an present worksheet or create a brand new one.
Add Fields to the Pivot Desk
As soon as the pivot desk is inserted, you’ll want to add fields to it for additional evaluation. Here is how:
- Drag and Drop Fields: From the "PivotTable Fields" pane on the appropriate, drag fields into the "Rows," "Columns," or "Values" areas of the pivot desk.
- Select Fields: Choose the fields which might be related to your evaluation. For instance, drag the "Class" discipline to "Rows" and the "Quantity" discipline to "Values."
Configure Pivot Desk Settings
After including fields, you possibly can alter varied settings within the pivot desk to customise its look and habits:
- Discipline Settings: Proper-click on a discipline within the "Rows," "Columns," or "Values" space to entry discipline settings. You possibly can change the type order, grouping, and different choices.
- PivotTable Choices: Click on on the "PivotTable Choices" button within the "PivotTable Analyze" tab to manage varied settings, akin to present gridlines, allow drill-down, and apply filters.
Step 3: Place Fields within the Pivot Desk
Drag Worth Discipline to “Values” Space
To point out the variations between numbers, you’ll want to add the sector that accommodates the numerical values to the “Values” space of the Pivot Desk. This space is usually situated on the backside proper nook of the Pivot Desk. Merely drag and drop the worth discipline into the “Values” space.
Drag Row Label Discipline to “Rows” Space
The Row Labels space determines the rows in your Pivot Desk. Drag and drop the sector that you just need to use as row labels into the “Rows” space. This discipline usually offers a selected class or group for every row.
Drag Column Label Discipline to “Columns” Space
Just like the Row Labels, the Column Labels space determines the columns in your Pivot Desk. Drag and drop the sector that you just need to use as column labels into the “Columns” space. This discipline usually represents a special class or group for every column.
Configure Worth Discipline Settings
After getting positioned the fields, right-click on the worth discipline within the “Values” space. Within the context menu, choose “Worth Discipline Settings”. This can open a dialog field the place you possibly can configure how the values are displayed.
Within the “Summarize worth discipline by” drop-down checklist, choose “Subtract” to show the variations between the numbers.
Extra Ideas
- You possibly can drag a number of fields into the “Rows” or “Columns” areas to create a extra detailed Pivot Desk.
- You should utilize the “Type & Filter” choices within the Pivot Desk toolbar to customise the order and filtering of the information.
- You too can use Slicers, that are interactive filters, to dynamically filter the information within the Pivot Desk.
Step 4: Create Calculated Discipline for Subtraction
5. Outline the Calculation
Now, let’s outline the calculation to subtract the other numbers. Click on on the “Insert” tab within the PivotTable Instruments part, then choose “Calculated Discipline”. Within the “Identify” discipline, enter a descriptive title to your calculated discipline, akin to “Subtracted Values.”
Within the “Method” discipline, use the next syntax:
“`
=FieldName1 – FieldName2
“`
Substitute “FieldName1” with the title of the sector containing the constructive numbers and “FieldName2” with the title of the sector containing the adverse numbers. In our instance, the constructive numbers are within the “Gross sales” discipline and the adverse numbers are within the “Returns” discipline, so the system could be:
“`
=Gross sales – Returns
“`
As soon as you’ve got entered the system, click on “OK” so as to add the calculated discipline to your pivot desk. The calculated discipline will now be displayed within the “Fields” checklist and will be added to the Rows, Columns, or Values sections of the pivot desk.
Instance:
For instance you’ve gotten the next information desk:
| Month | Gross sales | Returns |
|---|---|---|
| January | $100,000 | $10,000 |
| February | $120,000 | $12,000 |
| March | $140,000 | $14,000 |
After making a calculated discipline utilizing the “Gross sales – Returns” system, the pivot desk would present the next values:
| Month | Gross sales | Returns | Subtracted Values |
|---|---|---|---|
| January | $100,000 | $10,000 | $90,000 |
| February | $120,000 | $12,000 | $108,000 |
| March | $140,000 | $14,000 | $126,000 |
Step 5: Subtract Corresponding Values
To subtract corresponding values in a pivot desk, you will want to make use of the CALCULATE perform. The CALCULATE perform means that you can carry out calculations on information in a pivot desk, and it may be used to subtract values from completely different rows or columns.
To make use of the CALCULATE perform to subtract corresponding values, you will want to specify the next arguments:
1. Expression: The expression that you just need to calculate. On this case, you’ll want to specify the distinction between two values.
2. Filter1: The filter that you just need to apply to the primary worth.
3. Filter2: The filter that you just need to apply to the second worth.
For instance, the next system would subtract the worth within the “Gross sales” column for the “East” area from the worth within the “Gross sales” column for the “West” area:
“`
=CALCULATE([Sales], [Region] = “East”) – CALCULATE([Sales], [Region] = “West”)
“`
You too can use the CALCULATE perform to subtract corresponding values from completely different rows. For instance, the next system would subtract the worth within the “Gross sales” column for the primary row from the worth within the “Gross sales” column for the second row:
“`
=CALCULATE([Sales], ROW() = 1) – CALCULATE([Sales], ROW() = 2)
“`
The CALCULATE perform is a robust software that can be utilized to carry out a wide range of calculations on information in a pivot desk. By understanding how you can use the CALCULATE perform, you possibly can create pivot tables that offer you the knowledge you’ll want to make knowledgeable choices.
Subtracting Corresponding Values from Totally different Tables
In some circumstances, you might need to subtract corresponding values from completely different tables. For instance, you might need to subtract the gross sales from one desk from the gross sales from one other desk. To do that, you will want to make use of the RELATED perform. The RELATED perform means that you can retrieve information from a associated desk.
To make use of the RELATED perform to subtract corresponding values from completely different tables, you will want to specify the next arguments:
1. Expression: The expression that you just need to calculate. On this case, you’ll want to specify the distinction between two values.
2. Desk: The desk that you just need to retrieve information from.
3. Filter: The filter that you just need to apply to the information.
For instance, the next system would subtract the worth within the “Gross sales” column from the “Gross sales” desk from the worth within the “Gross sales” column from the “Orders” desk:
“`
=CALCULATE([Sales], RELATED([Sales Table])) – CALCULATE([Sales], RELATED([Orders Table]))
“`
The RELATED perform is a robust software that can be utilized to carry out a wide range of calculations on information from completely different tables. By understanding how you can use the RELATED perform, you possibly can create pivot tables that offer you the knowledge you’ll want to make knowledgeable choices.
Step 6: Regulate Pivot Desk Formatting
Cell Formatting
Customise the looks of cells by deciding on them and making use of formatting choices from the “Residence” tab. You possibly can change font, measurement, shade, and background shade. For adverse numbers, right-click on the chosen cells, choose “Format Cells”, and set the “Quantity” format to a customized format with adverse numbers displayed in a special shade or brackets.
Column Width and Row Top
Regulate the width of columns and the peak of rows to make the desk simpler to learn. Choose a column or row header and drag its border to the specified measurement. You too can double-click on the border to mechanically match the content material.
Disguise or Present Grand Totals
Grand totals will be hidden or proven as wanted. Proper-click on the grand whole cell and choose “Disguise Grand Whole” or “Present Grand Whole”.
Add Calculated Fields
Calculated fields permit you to carry out calculations on the information within the pivot desk. Choose the “Analyze” tab and click on on “Calculated Discipline”. Enter a reputation and system for the calculated discipline, akin to “(Value1) – (Value2)” to subtract two values.
Freeze Panes
Freeze panes to maintain sure rows or columns in place whereas scrolling. Choose the rows or columns you need to freeze and go to the “View” tab. Click on on “Freeze Panes” and choose the specified possibility, akin to “Freeze Prime Row” or “Freeze First Column”.
Create a Calculated Discipline to Subtract Reverse Numbers
To create a calculated discipline that subtracts counterparts, observe these steps:
- Choose the “Analyze” tab and click on on “Calculated Discipline”.
- Enter a reputation for the sector, akin to “Distinction”.
- Within the system discipline, enter the system “IF([Value] < 0, [Value] * -1, [Value])”.
- Click on “OK” to create the calculated discipline.
| Worth | Distinction |
|---|---|
| 10 | 10 |
| -5 | 5 |
| 0 | 0 |
Step 7: Use Filters and Slicers for Refinement
To additional refine your pivot desk, you possibly can apply filters and slicers to particular information fields, permitting you to deal with related subsets of knowledge. As an illustration:
8. Make the most of Slicers for Interactive Filtering
Slicers present an interactive option to filter your information. By clicking on particular values in a slicer, you possibly can immediately filter the pivot desk to show solely the information that meets the chosen standards. This lets you rapidly isolate particular traits or patterns in your information.
So as to add a slicer, choose the sector you need to filter by from the PivotTable Fields checklist. Drag it to the Slicer part of the Discipline Checklist. A number of slicers will be added, enabling you to filter by a number of standards concurrently.
Here is an instance of utilizing a slicer to filter a pivot desk that summarizes gross sales information by area and product:
| Area | Gross sales |
|---|---|
| Central | $10,000 |
| East | $12,000 |
| West | $15,000 |
By clicking on the “Central” worth within the Area slicer, you possibly can isolate the gross sales information for the Central area:
| Product | Gross sales |
|---|---|
| A | $3,000 |
| B | $4,000 |
| C | $3,000 |
Step 8: Customise Pivot Desk Design
After getting created your pivot desk, you possibly can customise its design to make it extra visually interesting and simpler to learn. To do that, choose the pivot desk and click on on the “Design” tab within the ribbon. Right here you possibly can change the font, shade, and measurement of the textual content, in addition to the borders and shading of the cells.
Customizing Quantity Codecs
One vital facet of customizing your pivot desk is to format the numbers appropriately. By default, pivot tables will show numbers in a normal format, however you possibly can change this to a extra particular format, akin to foreign money, proportion, or date.
To vary the quantity format, choose the column or cell that you just need to format and click on on the “Quantity Format” drop-down menu within the “Quantity” group on the “Residence” tab. Right here you possibly can select from a wide range of pre-defined codecs, or you possibly can create your individual customized format.
| Pre-defined Codecs | Description |
|---|---|
| Foreign money | Shows numbers as foreign money, with a foreign money image and hundreds separator. |
| Share | Shows numbers as percentages, with a p.c signal. |
| Date | Shows numbers as dates, with a date format that you just specify. |
| Customized | Means that you can create your individual customized quantity format, utilizing a wide range of placeholders and symbols. |
By customizing the quantity codecs in your pivot desk, you can also make it simpler to learn and interpret the information.
Greatest Practices for Pivot Desk Subtraction
10. Deal with Destructive Values Fastidiously
Pivot tables mechanically subtract constructive and adverse values, however adverse values can typically result in deceptive outcomes. To stop this, observe these greatest practices:
- Use absolute values. Convert adverse values to their absolute values (e.g., -5 to five) earlier than performing subtraction to make sure that the result’s all the time constructive.
- Use the SUMIFS perform. The SUMIFS perform means that you can specify a number of standards, together with whether or not a worth is constructive or adverse. This lets you exclude adverse values from the calculation.
- Create a separate discipline for adverse values. If you’ll want to show each constructive and adverse values in your pivot desk, create a separate discipline for adverse values and use the SUM perform to calculate the sum.
| Technique | Professionals | Cons |
|---|---|---|
| Absolute values | Ensures constructive outcomes | Can distort the underlying information |
| SUMIFS perform | Permits for exact filtering | May be advanced to implement |
| Separate discipline for adverse values | Preserves the unique information | Requires further setup |
How you can Create a Pivot Desk that Subtracts Reverse Numbers
Making a pivot desk is a good way to summarize and analyze your information. You should utilize pivot tables to calculate sums, averages, counts, and different statistical measures. You too can use pivot tables to create charts and graphs. One frequent job that you just may must carry out in a pivot desk is to subtract counterparts.
For instance, you might need a dataset that tracks gross sales and refunds. You may need to create a pivot desk to summarize the whole gross sales and refunds by product. You might then use the pivot desk to calculate the online gross sales for every product by subtracting the refunds from the gross sales.
To create a pivot desk that subtracts counterparts, you will want to make use of the next steps:
1. Choose the information that you just need to summarize.
2. Click on the Insert tab.
3. Click on the PivotTable button.
4. Within the Create PivotTable dialog field, choose the vacation spot for the pivot desk.
5. Click on the OK button.
6. Drag the fields that you just need to use as rows, columns, and values into the PivotTable Fields pane.
7. Proper-click on the worth discipline that you just need to subtract.
8. Choose the Summarize Values By possibility.
9. Choose the Distinction possibility.
10. Click on the OK button.
Your pivot desk will now be up to date to indicate the distinction between the 2 values.
Folks Additionally Ask
How do I create a pivot desk in Excel?
To create a pivot desk in Excel, you will want to observe these steps:
1. Choose the information that you just need to summarize.
2. Click on the Insert tab.
3. Click on the PivotTable button.
4. Within the Create PivotTable dialog field, choose the vacation spot for the pivot desk.
5. Click on the OK button.
6. Drag the fields that you just need to use as rows, columns, and values into the PivotTable Fields pane.
How do I subtract two values in a pivot desk?
To subtract two values in a pivot desk, you will want to observe these steps:
1. Proper-click on the worth discipline that you just need to subtract.
2. Choose the Summarize Values By possibility.
3. Choose the Distinction possibility.
4. Click on the OK button.
How do I create a pivot desk that reveals the distinction between two values?
To create a pivot desk that reveals the distinction between two values, you will want to observe these steps:
1. Choose the information that you just need to summarize.
2. Click on the Insert tab.
3. Click on the PivotTable button.
4. Within the Create PivotTable dialog field, choose the vacation spot for the pivot desk.
5. Click on the OK button.
6. Drag the fields that you just need to use as rows, columns, and values into the PivotTable Fields pane.
7. Proper-click on the worth discipline that you just need to subtract.
8. Choose the Summarize Values By possibility.
9. Choose the Distinction possibility.
10. Click on the OK button.
