Pivot tables are a strong 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 comparable to discovering the distinction between two units of numbers, or for calculating the online revenue or loss for a enterprise. Whenever you create a pivot desk, you’ll be able to specify which fields you need to use as rows, columns, and values. To ensure that the pivot desk to subtract counterparts, you could use a numeric area because the values area. For instance, when you have a knowledge set that features gross sales figures for various merchandise, you would create a pivot desk that reveals the entire gross sales for every product. Within the values area, you would choose the gross sales figures area. After getting created the pivot desk, you should use the Summarize Values By choice to specify how the values needs to be summarized.
The Summarize Values By choice lets you select from a wide range of abstract capabilities, together with sum, common, and rely. If you wish to subtract counterparts, it’s best to choose the sum operate. After getting chosen the sum operate, you’ll be able to click on on the OK button to create the pivot desk. The pivot desk will show the entire gross sales for every product. If there are any detrimental gross sales figures, they are going to be subtracted from the entire. 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 investigate the information and determine traits and patterns. The pivot desk can be used to create charts and graphs that may allow you to visualize the information.
Pivot tables are a flexible software that can be utilized for a wide range of duties. By understanding the way to use the Summarize Values By choice, you should use pivot tables to subtract counterparts and carry out different calculations. This may be helpful for a wide range of duties, comparable to analyzing monetary knowledge, calculating averages, and discovering variations between two units of numbers. With a bit observe, you should 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 assist you to 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 numerous 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 assist you to slim down the information to particular subsets, specializing in the facets which can be most related to your evaluation.
Pivot tables provide a flexible platform for knowledge manipulation and exploration. They permit you to carry out calculations, comparable to sums, averages, and counts, on the information and create clear, concise stories 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 lets you evaluate completely different values and determine deltas or variations. To subtract numbers in a pivot desk, comply with 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 might be displayed within the cell.
It’s also possible to use the “Calculated Discipline” function in pivot tables to create a brand new area 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 needed columns or rows, as this might end in incorrect knowledge 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 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 comprises headers, ensure that they’re included inside the chosen vary. Nonetheless, if the headers should not current, guarantee they’re excluded to keep away from potential errors within the pivot desk creation course of.
Think about the next desk for example:
| 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 may 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 must 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 can be related to your evaluation. For instance, drag the "Class" area to "Rows" and the "Quantity" area to "Values."
Configure Pivot Desk Settings
After including fields, you’ll be able to alter numerous settings within the pivot desk to customise its look and habits:
- Discipline Settings: Proper-click on a area within the "Rows," "Columns," or "Values" space to entry area settings. You may change the kind order, grouping, and different choices.
- PivotTable Choices: Click on on the "PivotTable Choices" button within the "PivotTable Analyze" tab to manage numerous settings, comparable 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 must add the sphere that comprises 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 area 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 sphere that you just need to use as row labels into the “Rows” space. This area usually gives a selected class or group for every row.
Drag Column Label Discipline to “Columns” Space
Much like the Row Labels, the Column Labels space determines the columns in your Pivot Desk. Drag and drop the sphere that you just need to use as column labels into the “Columns” space. This area usually represents a special class or group for every column.
Configure Worth Discipline Settings
After getting positioned the fields, right-click on the worth area within the “Values” space. Within the context menu, choose “Worth Discipline Settings”. This may open a dialog field the place you’ll be able to configure how the values are displayed.
Within the “Summarize worth area by” drop-down checklist, choose “Subtract” to show the variations between the numbers.
Extra Suggestions
- You may drag a number of fields into the “Rows” or “Columns” areas to create a extra detailed Pivot Desk.
- You should utilize the “Kind & 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 Discipline for Subtraction
5. Outline the Calculation
Now, let’s outline the calculation to subtract the alternative numbers. Click on on the “Insert” tab within the PivotTable Instruments part, then choose “Calculated Discipline”. Within the “Identify” area, enter a descriptive identify on your calculated area, comparable to “Subtracted Values.”
Within the “Method” area, use the next syntax:
“`
=FieldName1 – FieldName2
“`
Substitute “FieldName1” with the identify of the sphere containing the optimistic numbers and “FieldName2” with the identify of the sphere containing the detrimental numbers. In our instance, the optimistic numbers are within the “Gross sales” area and the detrimental numbers are within the “Returns” area, 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 area to your pivot desk. The calculated area will now be displayed within the “Fields” checklist and might be added to the Rows, Columns, or Values sections of the pivot desk.
Instance:
For example you’ve 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 area 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 operate. The CALCULATE operate lets you 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 operate 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”)
“`
It’s also possible to use the CALCULATE operate 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 operate is a strong software that can be utilized to carry out a wide range of calculations on knowledge in a pivot desk. By understanding the way to use the CALCULATE operate, you’ll be able to create pivot tables that give you the data you must make knowledgeable selections.
Subtracting Corresponding Values from Completely different Tables
In some circumstances, chances are you’ll need to subtract corresponding values from completely different tables. For instance, chances are you’ll 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 operate. The RELATED operate lets you retrieve knowledge from a associated desk.
To make use of the RELATED operate 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 knowledge 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 operate is a strong software that can be utilized to carry out a wide range of calculations on knowledge from completely different tables. By understanding the way to use the RELATED operate, you’ll be able to create pivot tables that give you the data you must make knowledgeable selections.
Step 6: Modify 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 may change font, dimension, colour, and background colour. For detrimental numbers, right-click on the chosen cells, choose “Format Cells”, and set the “Quantity” format to a customized format with detrimental numbers displayed in a special colour or brackets.
Column Width and Row Top
Modify 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 dimension. It’s also possible to double-click on the border to routinely match the content material.
Disguise or Present Grand Totals
Grand totals might 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 assist 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 area, comparable 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 choice, comparable to “Freeze High Row” or “Freeze First Column”.
Create a Calculated Discipline to Subtract Reverse Numbers
To create a calculated area that subtracts counterparts, comply with these steps:
- Choose the “Analyze” tab and click on on “Calculated Discipline”.
- Enter a reputation for the sphere, comparable to “Distinction”.
- Within the system area, enter the system “IF([Value] < 0, [Value] * -1, [Value])”.
- Click on “OK” to create the calculated area.
| Worth | Distinction |
|---|---|
| 10 | 10 |
| -5 | 5 |
| 0 | 0 |
Step 7: Use Filters and Slicers for Refinement
To additional refine your pivot desk, you’ll be able to 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 method to filter your knowledge. By clicking on particular values in a slicer, you’ll be able to 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 knowledge.
So as to add a slicer, choose the sphere you need to filter by from the PivotTable Fields checklist. Drag it to the Slicer part of the Discipline Checklist. A number of slicers might 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’ll be able to 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
After getting created your pivot desk, you’ll be able to 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’ll be able to change the font, colour, and dimension of the textual content, in addition to the borders and shading of the cells.
Customizing Quantity Codecs
One necessary facet of customizing your pivot desk is to format the numbers accurately. By default, pivot tables will show numbers in a common format, however you’ll be able to change this to a extra particular format, comparable to forex, share, 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’ll be able to select from a wide range of pre-defined codecs, or you’ll be able to create your individual customized format.
| Pre-defined Codecs | Description |
|---|---|
| Foreign money | 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 just specify. |
| Customized | Permits you to 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 Damaging Values Rigorously
Pivot tables routinely subtract optimistic and detrimental values, however detrimental values can typically result in deceptive outcomes. To stop this, comply with these finest practices:
- Use absolute values. Convert detrimental 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 operate. The SUMIFS operate lets you specify a number of standards, together with whether or not a price is optimistic or detrimental. This lets you exclude detrimental values from the calculation.
- Create a separate area for detrimental values. If you must show each optimistic and detrimental values in your pivot desk, create a separate area for detrimental values and use the SUM operate to calculate the sum.
| Methodology | Professionals | Cons |
|---|---|---|
| Absolute values | Ensures optimistic outcomes | Can distort the underlying knowledge |
| SUMIFS operate | Permits for exact filtering | May be complicated to implement |
| Separate area for detrimental 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 a good 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 activity 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 entire gross sales and refunds by product. You can 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 area that you just need to subtract.
8. Choose the Summarize Values By choice.
9. Choose the Distinction choice.
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 comply with 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 comply with these steps:
1. Proper-click on the worth area that you just need to subtract.
2. Choose the Summarize Values By choice.
3. Choose the Distinction choice.
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 comply with 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 area that you just need to subtract.
8. Choose the Summarize Values By choice.
9. Choose the Distinction choice.
10. Click on the OK button.
