The equation editor is a pop-out formula bar in the
pivot frame which allows you to perform on-the-fly calculations with your
source data, e.g. Loss Ratio = ‘Claims’ / ‘Premium’.
Create a calculated field
1.
Create a pivot and select a data source.
2.
Click on the fx button. This opens the formula bar
and creates a calculated field in the list below.
3.
Name the calculated field. The new name is
reflected in the list below. Calculated fields are marked with the fx icon.
4.
Enter a field or function in the formula bar to
the right. Starting to type will suggest:
a.
from the fields in your data source;
b.
from the library of functions. In the
drop-down list, functions are marked with the fx symbol.
5.
Enter operators or fields to complete the equation.
Be sure to follow the correct syntax.
6.
Press return to apply the equation.
7.
Drag the new calculated field into the
pivot table to view the results.
8.
Once the calculated field produces the
expected results, the formula bar can be closed by clicking the fx
button. This will reset the equation, ready for a new calculated
field to be created.
You may see a result ‘NaN’ (‘Not a number’),
or ‘∞’ if performing unresolveable equations such as 0/0.
Tip
Press tab to move between the calculated
field name and the formula bar
Editing calculated fields
To edit or rename a calculated field:
1.
Locate the calculated field in the fields list. Calculated fields are marked with the fx icon.
2.
Drag the calculated field into the equation editor. The formula bar expands to show the equation.
3.
Edit the name or equation.
Delete a calculated field
1.
Hover the calculated field in the fields list. The fx icon changes to a minus symbol [-].