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This video tutorial will show you how to use pivot table calculated field and calculated items to automate reporting and analysis. You will learn the difference between calculated field and calculated item, as well as how to add useful fields and items to your pivot table. Additionally, you will learn how to add formulas such as sum if and and functions to your calculations. Make sure to watch till the end to fully understand the benefits of using calculated items and fields for automation. To create a pivot table, press ctrl and a keys to select all data, then click on insert pivot table and create a new sheet. Bring customer name, calendar month, gross and net sales, and standard margin to the pivot table for analysis.
