In some cases, CPAs find they want to further refine their PivotTable reports using Excel’s full complement of editing tools, but their hands are tied by the PivotTable structure. In this situation, ...

How to build a PivotTable in Excel. This section is a tutorial on building a PivotTable. If you know how to build one, you can skip this section.

How to create a PivotTable in Excel. We want a simple PivotTable that reports monthly sales by the region, based on the Table shown in Figure A. You can also work with a normal data range.

Go to the PivotTable Analyze tab, choose Fields, Items & Sets, and click on Calculated Item. Assign a name to your calculated item and define the formula using the item names from your data.