Pivot tables are a robust software in Excel that can be utilized to summarize and analyze knowledge. One of many many issues that pivot tables can do is subtract counterparts. This may be helpful for duties corresponding to discovering the distinction between two units of numbers, or for calculating the online revenue or loss for a enterprise. If 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 have to use a numeric subject because the values subject. For instance, if in case you have an information set that features gross sales figures for various merchandise, you may create a pivot desk that reveals the whole gross sales for every product. Within the values subject, you would choose the gross sales figures subject. Upon getting created the pivot desk, you need to use the Summarize Values By choice to specify how the values needs to be summarized.
The Summarize Values By possibility means that you can select from a wide range of abstract capabilities, together with sum, common, and rely. If you wish to subtract counterparts, you must choose the sum perform. Upon 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 destructive gross sales figures, they are going to be subtracted from the whole. For instance, if one of many merchandise had complete gross sales of $100 and one other product had complete 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 determine tendencies and patterns. The pivot desk may also be used to create charts and graphs that may aid you visualize the information.
Pivot tables are a flexible software that can be utilized for a wide range of duties. By understanding how one can use the Summarize Values By possibility, you need to use pivot tables to subtract counterparts and carry out different calculations. This may be helpful for a wide range of duties, corresponding to analyzing monetary knowledge, calculating averages, and discovering variations between two units of numbers. With a bit of observe, you need to use pivot tables to effectively and successfully analyze your knowledge.
Understanding Pivot Tables
Pivot tables are highly effective instruments in Microsoft Excel and Google Sheets that can help you summarize and analyze knowledge effectively. They allow you to create interactive tables that may be reconfigured by dragging and dropping fields, offering a complete view of your knowledge from varied views.
At their core, pivot tables consist of 4 fundamental parts: rows, columns, values, and filters. Rows and columns symbolize the classes or teams of knowledge you need to analyze, whereas values present the numerical knowledge related to these teams. Filters can help you slim down the information to particular subsets, specializing in the features which might be most related to your evaluation.
Pivot tables provide a flexible platform for knowledge manipulation and exploration. They allow you to carry out calculations, corresponding to sums, averages, and counts, on the information and create clear, concise experiences that spotlight the important thing insights and patterns inside your dataset.
Subtracting Numbers
Subtracting numbers in a pivot desk is an easy course of that means that you can examine completely different values and determine 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 “Formulation 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 will likely be displayed within the cell.
It’s also possible to use the “Calculated Area” characteristic in pivot tables to create a brand new subject 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 Information
2. Specify the Information Vary
Exactly choosing 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 essential columns or rows, as this might lead to incorrect knowledge or lacking values within the generated pivot desk. For readability, it is beneficial to make use of named ranges or particular cell references throughout the knowledge supply when defining the information vary.
When defining the information vary, meticulous consideration needs to be paid to the inclusion of header rows and columns. In case your dataset accommodates headers, ensure they’re included throughout the chosen vary. Nevertheless, if the headers usually are not current, guarantee they’re excluded to keep away from potential errors within the pivot desk creation course of.
Take into account 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’d 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 Information: 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 situation the place you need the pivot desk to be positioned. You possibly can select an current worksheet or create a brand new one.
Add Fields to the Pivot Desk
As soon as the pivot desk is inserted, it is advisable add fields to it for additional evaluation. Here is how:
- Drag and Drop Fields: From the "PivotTable Fields" pane on the precise, 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" subject to "Rows" and the "Quantity" subject 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:
- Area Settings: Proper-click on a subject within the "Rows," "Columns," or "Values" space to entry subject settings. You possibly can change the kind order, grouping, and different choices.
- PivotTable Choices: Click on on the "PivotTable Choices" button within the "PivotTable Analyze" tab to regulate varied settings, corresponding to present gridlines, allow drill-down, and apply filters.
Step 3: Place Fields within the Pivot Desk
Drag Worth Area to “Values” Space
To point out the variations between numbers, it is advisable add the sphere that accommodates the numerical values to the “Values” space of the Pivot Desk. This space is often situated on the backside proper nook of the Pivot Desk. Merely drag and drop the worth subject into the “Values” space.
Drag Row Label Area to “Rows” Space
The Row Labels space determines the rows in your Pivot Desk. Drag and drop the sphere that you simply need to use as row labels into the “Rows” space. This subject sometimes offers a particular class or group for every row.
Drag Column Label Area to “Columns” Space
Just like the Row Labels, the Column Labels space determines the columns in your Pivot Desk. Drag and drop the sphere that you simply need to use as column labels into the “Columns” space. This subject sometimes represents a special class or group for every column.
Configure Worth Area Settings
Upon getting positioned the fields, right-click on the worth subject within the “Values” space. Within the context menu, choose “Worth Area Settings”. It will open a dialog field the place you possibly can configure how the values are displayed.
Within the “Summarize worth subject by” drop-down listing, 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.
- It’s also possible to use Slicers, that are interactive filters, to dynamically filter the information within the Pivot Desk.
Step 4: Create Calculated Area 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 Area”. Within the “Identify” subject, enter a descriptive title in your calculated subject, corresponding to “Subtracted Values.”
Within the “Formulation” subject, use the next syntax:
“`
=FieldName1 – FieldName2
“`
Exchange “FieldName1” with the title of the sphere containing the optimistic numbers and “FieldName2” with the title of the sphere containing the destructive numbers. In our instance, the optimistic numbers are within the “Gross sales” subject and the destructive numbers are within the “Returns” subject, 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 subject to your pivot desk. The calculated subject will now be displayed within the “Fields” listing and could be added to the Rows, Columns, or Values sections of the pivot desk.
Instance:
To illustrate you could have the next knowledge desk:
| Month | Gross sales | Returns |
|---|---|---|
| January | $100,000 | $10,000 |
| February | $120,000 | $12,000 |
| March | $140,000 | $14,000 |
After making a calculated subject 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 knowledge 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 simply need to calculate. On this case, you’ll want to specify the distinction between two values.
2. Filter1: The filter that you simply need to apply to the primary worth.
3. Filter2: The filter that you simply 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”)
“`
It’s also possible to 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 knowledge in a pivot desk. By understanding how one can use the CALCULATE perform, you possibly can create pivot tables that offer you the data it is advisable make knowledgeable choices.
Subtracting Corresponding Values from Completely different Tables
In some circumstances, you could need to subtract corresponding values from completely different tables. For instance, you could 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 knowledge 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 simply need to calculate. On this case, you’ll want to specify the distinction between two values.
2. Desk: The desk that you simply need to retrieve knowledge from.
3. Filter: The filter that you simply 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 knowledge from completely different tables. By understanding how one can use the RELATED perform, you possibly can create pivot tables that offer you the data it is advisable make knowledgeable choices.
Step 6: Regulate Pivot Desk Formatting
Cell Formatting
Customise the looks of cells by choosing them and making use of formatting choices from the “House” tab. You possibly can change font, measurement, shade, and background shade. For destructive numbers, right-click on the chosen cells, choose “Format Cells”, and set the “Quantity” format to a customized format with destructive numbers displayed in a special shade or brackets.
Column Width and Row Peak
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. It’s also possible to double-click on the border to routinely match the content material.
Cover or Present Grand Totals
Grand totals could be hidden or proven as wanted. Proper-click on the grand complete cell and choose “Cover Grand Complete” or “Present Grand Complete”.
Add Calculated Fields
Calculated fields can help you carry out calculations on the information within the pivot desk. Choose the “Analyze” tab and click on on “Calculated Area”. Enter a reputation and system for the calculated subject, corresponding 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, corresponding to “Freeze High Row” or “Freeze First Column”.
Create a Calculated Area to Subtract Reverse Numbers
To create a calculated subject that subtracts counterparts, observe these steps:
- Choose the “Analyze” tab and click on on “Calculated Area”.
- Enter a reputation for the sphere, corresponding to “Distinction”.
- Within the system subject, enter the system “IF([Value] < 0, [Value] * -1, [Value])”.
- Click on “OK” to create the calculated subject.
| 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 knowledge fields, permitting you to concentrate on related subsets of data. As an example:
8. Make the most of Slicers for Interactive Filtering
Slicers present an interactive approach to filter your knowledge. 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 tendencies or patterns in your knowledge.
So as to add a slicer, choose the sphere you need to filter by from the PivotTable Fields listing. Drag it to the Slicer part of the Area Record. A number of slicers could 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 knowledge 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 knowledge for the Central area:
| Product | Gross sales |
|---|---|
| A | $3,000 |
| B | $4,000 |
| C | $3,000 |
Step 8: Customise Pivot Desk Design
Upon 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 essential side 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, corresponding to forex, proportion, or date.
To alter the quantity format, choose the column or cell that you simply need to format and click on on the “Quantity Format” drop-down menu within the “Quantity” group on the “House” 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 |
|---|---|
| Forex | Shows numbers as forex, with a forex image and hundreds separator. |
| Proportion | Shows numbers as percentages, with a % signal. |
| Date | Shows numbers as dates, with a date format that you simply specify. |
| Customized | Lets you create your individual customized quantity format, utilizing a wide range of placeholders and symbols. |
By customizing the quantity codecs in your pivot desk, you may make it simpler to learn and interpret the information.
Finest Practices for Pivot Desk Subtraction
10. Deal with Damaging Values Rigorously
Pivot tables routinely subtract optimistic and destructive values, however destructive values can typically result in deceptive outcomes. To stop this, observe these finest practices:
- Use absolute values. Convert destructive values to their absolute values (e.g., -5 to five) earlier than performing subtraction to make sure that the result’s all the time optimistic.
- Use the SUMIFS perform. The SUMIFS perform means that you can specify a number of standards, together with whether or not a price is optimistic or destructive. This allows you to exclude destructive values from the calculation.
- Create a separate subject for destructive values. If it is advisable show each optimistic and destructive values in your pivot desk, create a separate subject for destructive values and use the SUM perform to calculate the sum.
| Methodology | Professionals | Cons |
|---|---|---|
| Absolute values | Ensures optimistic outcomes | Can distort the underlying knowledge |
| SUMIFS perform | Permits for exact filtering | May be complicated to implement |
| Separate subject for destructive values | Preserves the unique knowledge | Requires extra setup |
Tips on how to Create a Pivot Desk that Subtracts Reverse Numbers
Making a pivot desk is an effective way to summarize and analyze your knowledge. You should utilize pivot tables to calculate sums, averages, counts, and different statistical measures. It’s also possible to use pivot tables to create charts and graphs. One frequent process that you simply may have to 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 would 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 simply 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 simply need to use as rows, columns, and values into the PivotTable Fields pane.
7. Proper-click on the worth subject that you simply 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.
Individuals 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 simply 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 simply 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 subject that you simply 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 simply 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 simply need to use as rows, columns, and values into the PivotTable Fields pane.
7. Proper-click on the worth subject that you simply need to subtract.
8. Choose the Summarize Values By possibility.
9. Choose the Distinction possibility.
10. Click on the OK button.
