Summary

Pivot tables make it easy to quickly sum values in various ways. In the example shown, a pivot table is used to sum amounts by color.

Fields

The pivot table shown is based on two fields: Color and Amount. The Color field is configured as a row field, and the Amount field is a value field, as seen below:

Pivot table basic sum field list

The Amount field is configured to Sum:

Value settings for Amount field

You are free to rename "Sum of Name" as you like.

Steps

  1. Create a pivot table
  2. Add a category field the rows area (optional)
  3. Add field to count to Values area
  4. Change value field settings to show sum if needed

Notes

  1. When numeric field is added as a Value field, Excel will display a sum automatically.
  2. Without a Row field, the sum will be the total of all Amounts.

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