add IF formula to calculated field for a pivot table

Hi,

I am adding several calculated fields to pivot table in Excel 2013 with no problem and result is calculated correctly.

Now I need to add IF Function to the last column in the pivot table and insert IF Function into it.

I've already added a calculated field titled Sum of Balance and it is the result of Credit - Debit.

The field I want to add suppose to be titled Status and the IF Function has 3 results:-

If value of the Sum of Balance Column = 0, then Status calculated field should equal to BALANCED

If value of the Sum of Balance Column > 0, then Status calculated field should equal to Credited

If value of the Sum of Balance Column = 0, then Status calculated field should equal to Debited

https://www.dropbox.com/s/tnschp4f8or8c8q/Balance_Debit_Credit.xlsx?dl=0

Thanks

June 30th, 2015 4:35am

As far as I can see, you have already solved the problem in your workbook. The Values area of a pivot table cannot contain text values, but you can - as you have already done - use a custom number format to display numeric values as text. By the way, you can simplify the custom number format to

"Credited";"Debited";"Balanced"

Free Windows Admin Tool Kit Click here and download it now
June 30th, 2015 9:45am

Excel 2010 with free PowerPivot Add-In.
Compatible with Office 2013 Pro Plus.
In case there are more than 3 text values to be added to a PT.
http://www.mediafire.com/view/r98xc8r5ww14d1y/06_30_15a.xlsx

July 1st, 2015 12:17am

Hi,

This is the forum for questions about develop questions about Excel develop (VBA), since your question is about formula in Excel, I will move the case to TechNet forum for Excel, and you will get more professional and effective help there.

Thanks for your understanding.

Best Regards,

Lan
Free Windows Admin Tool Kit Click here and download it now
July 1st, 2015 3:04am

This topic is archived. No further replies will be accepted.

Other recent topics Other recent topics