Summary functions in a pivot table, such as Sum and Count, are similar to the worksheet functions with the same names, with a few differences as noted below

When you add a field to the pivot table's Values area, 11 different functions, such as Sum, Count and Average, are available to summarize the data.

The summary functions in a pivot table are similar to the worksheet functions with the same names, with a few differences as noted in the descriptions that follow.

When you add a numerical field to the pivot table's Values area, Sum or Count will be the default summary function. To select a different summary function, follow these steps:

- Right-click on a cell in the Value field that you want to change.
- In the pop-up menu, click Summarize Values By
- Click on the Summary Function that you want to use

The selected summary function will automatically be used in the **subtotals
and grand totals** for that field. You can select a different function
for the totals -- see the instructions
here.

However, the totals calculated on the source data, not on the values showing in the pivot table. For example, if a field uses the MAX summary function, and the subtotal shows the AVERAGE, it will be an average from the values in the source data, not an average of the MAX values. (To calculate the Average of the Max values, you could use formulas outside of the pivot table, or create a new pivot table, based on the original one.)

To change many fields at once, you can use a macro. Or, if you've bought a copy of my PivotPower Premium add-in, just click Sum All, or select a different function in the Summarize All By drop down, and all the data fields will be changed to the selected function.

The pivot table's **Sum** function totals all the underlying values
for each item in the field. The result is the same as using the SUM
function on the worksheet to total the values. Blank cells, and cells
with text are ignored.

When you add a numerical field to the pivot table's Values area,
**Sum** will be the default summary function. (Note: If the field
contains text or blank cells, **Count** will be the default.)

In the screen shot below, you can see the source data for a small pivot table, and the total quantity, using the worksheet's SUM function, is 317.

With a pivot table, you can quickly see the total sum for each product that was sold, and the grand total -- 317 -- which matches the worksheet total.

Instead of manually changing each data field to the Sum function, you can run a macro that will change the summary function in each data field.

You can copy this code to a regular code module in your workbook, and run it when you want to change the summary functions for all the Value fields.

Sub SumAllValueFields() Dim pt As PivotTable Dim pf As PivotField Dim ws As Worksheet Set ws = ActiveSheet Set pt = ws.PivotTables(1) Application.ScreenUpdating = False pt.ManualUpdate = True For Each pf In pt.DataFields pf.Function = xlSum Next pf pt.ManualUpdate = False Application.ScreenUpdating = True Set pf = Nothing Set pt = Nothing Set ws = Nothing End Sub

**Count** is the default summary function when fields with nonnumeric
or blank cells are added to the Values area. The **Count** function's
name is slightly confusing, because it's like the COUNTA worksheet
function, not the COUNT worksheet function.

The pivot table **Count** function counts:

- text
- numbers
- errors

Blank cells are not counted.

If you're using the **Count** function in a pivot table, be careful
which field you use for the count. For example, in the pivot table
source data shown below, cell C7, in the Qty column, is blank.

If you want to count the order for Pens, and use the Qty field, the blank cell (C7) would not be counted. The number of orders for Pens would show as 1 (pivot table at left, below).

Instead, you could add the Product field to the Values area, and the Pens orders would show a count of 2 (pivot table at right, below).

The **Average** function totals all the underlying values in the
Values area, and it divides by the number of values. The result is
the same as using the AVERAGE function on the worksheet to calculate
the average (mean) of the values.

Blank cells, and cells with text, are ignored when calculating the pivot table averages, but zero cells are included.

In the data source shown below, cell C7 is blank, and is not included in either the worksheet average (C12), or the pivot table average, shown below.

If you have formatted the worksheet to hide zero values, remember that those zero values will be included in the averages, even if the cells appear blank.

When you use the **Average** summary function, the results will
probably show a strange mixture of decimal places, as shown in the
pivot table at the left, in the screen shot below.

Format the field to have a consistent number of decimal places (as in the pivot table at the right, below), so the numbers are easy to compare.

The **Max** summary function shows the maximum value from the
underlying values in the Values area. The result is the same as using
the MAX function on the worksheet to calculate the maximum of the
values.

In the screen shot below, you can see the source data for a small pivot table, and the maximum quantity, using the worksheet's MAX function, is 97.

With a pivot table, you can quickly see the maximum for each product that was sold, and the grand total -- 97 -- which matches the worksheet maximum.

The **Min** summary function shows the minimum value from the
underlying values in the Values area. The result is the same as using
the MIN function on the worksheet to calculate the minimum of the
values.

In the screen shot below, you can see the source data for a small pivot table, and the minimum quantity, using the worksheet's MIN function, is 8.

With a pivot table, you can quickly see the minimum for each product that was sold, and the grand total -- 8 -- which matches the worksheet minimum.

In both the worksheet and the pivot table, the blank cell is ignored when calculating the minimum amount.

The **Product** summary function shows the result of multiplying
all the underlying values in the Values area. The result is the same
as using the PRODUCT function on the worksheet to calculate the product
of the values.

I've never had to use the **Product** summary function in a pivot
table, and can't imagine a situation where it would be useful. However,
you might have a use for it, and here's how it works.

In the screen shot below, you can see the pivot table source data, with the PRODUCT calculated for each product group. At the bottom of the source data is the overall PRODUCT calculation.

The results of the **Product** function may be very large numbers
and default to a Scientific number format. You can format the numbers
as Number format, instead of Scientific format.

Note: Excel only stores and calculates with 15 significant digits of precision, so after the 15th character you'll only see zeros.

The **Count Numbers** summary function counts all the underlying
numbers in the Values area. The result is the same as using the COUNT
function on the worksheet. Blank cells, errors, and text are not counted.

In the screen shot below, you can see the source data for a small pivot table, and the count of the numbers in the Qty column (column C). In cell C4, the value of 20 is entered as text, so that cell isn't counted.

In the pivot table shown below, the Qty field has been added twice
to the Values area. In column B, the summary function is **Count
Numbers**, and the Grand Total is 7.

In column C, the summary function is **Count**, which includes
text, so the Grand Total for that column is 8.

Like the STDEV.P and STDEV.S worksheet functions, the StdDevp and StdDev summary functions calculate the standard deviation for the underlying data in the Values area. The standard deviation is a measure of how widely the values vary from the average of the values.

The StdDevP summary function should be used when the entire population is used in the calculation. When a sample of the data is used, not the entire population, then use the StdDev summary function.

In the screen shot below, you can see example pivot table source data, and the STDEV.P worksheet function is calculating the standard deviation for each product type. For the File Folders, there is a large difference between the quantities sold, and the standard deviation is high -- 44.5. For Paper, the difference in quantity is much smaller, and the standard deviation is low -- 4.7.

When the Qty field is added to the pivot table, change the summary calculation to StdDevp.

In the screen shot below, you can see that the standard deviations in the pivot table are the same as those that were calculated on the worksheet.

**Note**: If the count of items is one, a #DIV/0! error is displayed
when using the StdDev summary function, because one is subtracted
from the count when calculating the standard deviation.

For the standard deviation, each number is compared to the mean of the numbers. You could calculate the standard deviation on the worksheet, without using the STDEV.P function.

- Find the average of the numbers in the pivot table data.
- From each number, subtract the average.
- Square the calculated difference for each number
- Find the average of the squared difference.
- Find the square root of the average.

The Var and Varp summary functions work like the VAR.P and VAR.S worksheet functions, to calculate the variance for the underlying data in the Values area, and variance is a measure of how widely the values vary from the average of the values.

When the entire population is used in the calculation, the VarP summary function is used. For a sample of the data, instead of the entire population, use the Var summary function.

In the screen shot below is the example pivot table source data, with the VAR.P worksheet function calculating the variance for each product type. For the File Folders, where there is a wide difference between the two quantities, the variance is large -- 1980.25. For the paper sales, there is a small difference in quantity, and the variance is only 22.22.

To show the variance, when the Qty field is added to the pivot table, change the summary calculation to Varp.

As you can see, the variances shown in the pivot table are the same as those that were calculated on the worksheet.

**Note**: If the count of items is one, a #DIV/0! error is displayed
when using the Var summary function, because one is subtracted from
the count when calculating the variance.

For the variance, each number is compared to the mean of the numbers. You could calculate the variance on the worksheet, without the VAR.P function.

- Find the average of the numbers in the pivot table data.
- From each number, subtract the average.
- Square the calculated difference for each number
- Find the average of the squared difference.

If there are errors in the source data, the pivot table will display an error for that data, except as noted below, for Count and Count Nums.

In this example, the Total field contains a #VALUE! error and a #DIV/0 error, one blank cell (E7), and one cell with text (E9).

These two summary functions count the errors, or ignore them. The errors are not shown in the item totals.

**Count Numbers**: Blank cells, errors, and text are not counted.

**Count**: Text, numbers and errors are counted. Blank cells are
not counted.

For all other Summary Functions, if errors are in the source data field, the first error encountered is displayed in the pivot table, and the total is not calculated.

In the data, #VALUE! is the first error listed, so it appears in the pivot table.

If subtotals, or row and column totals, are displayed, affected totals and subtotals display the error.

The Count and Count Numbers functions will also display errors in their totals, if other functions with errors are included in the pivot table. In the screen shot below, Sum of Price has been added, and that field contains a #DIV/0! error. As a result, the #VALUE! errors appear in the Count Nums and Count grand totals.

- To test the summary functions, you can download the Region Sales sample file. Create a pivot table from the data, and test the summary functions.
- To see the Sum All code, download the RegionSalesMacros file. It contains macros, and buttons to run those macros.

**Tutorials:**

Last updated: April 19, 2016 10:25 AM