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This video tutorial teaches how to use pivot table calculated field and calculated items for automated reporting and analysis. It explains why the calculated item field may be grayed out and the difference between calculated field and calculated item. You'll learn to add useful fields and items in your pivot table and how to add formulas like sum if and and functions. By the end, you'll understand the benefits of using calculated items and fields for automation in creating pivot tables. To start, press Ctrl + A keys to select all data and insert a pivot table. Add customer name, calendar month, gross and net sales, and standard margin to the pivot table for analysis.
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