calculation in pivot table with value of a column

[dawn_dudley]

Hi -

How do I make a formula in a pivot table based on the value of a column?
I have a pivot table with the results of totals by employee number of 4
types of loans, type 1, type 2, type 3 and type 4. I get the count and
amount of the loans by employee. I want to add type 1 to type 3 for each
employee and get a total count and total amount. I am stuck.

Example Data

Employee
Number Type Amount
457 Type 1 $578,459.00
922 Type 1 $4,578,884.00
922 Type 3 $588,900.50
311 Type 4 $657,844.00
457 Type 2 $9,587.00
457 Type 3 $654,789.00
311 Type 1 $159,753.00
922 Type 2 $258,456.00
311 Type 3 $951,753.00
457 Type 4 $987,357.00
311 Type 1 $111,111.00
311 Type 1 $544,852.00
311 Type 3 $54,897.00
922 Type 4 $95,187.00
922 Type 2 $175,844.00
311 Type 3 $247,544.00
457 Type 1 $9,875.00
311 Type 2 $10,079.00
922 Type 3 $600,457.00
311 Type 4 $578,155.00

I get a pivot similar to this

Emp # Type 1 Type 2 Type 3
Type 4
Count $ Count $ Count $
Count $
311 3 815716 1 10079 3 1254194 2 1235999
457 2 588334 1 9587 1 654789 1 987357
922 1 4578884 2 434300 2 1189357.5 1 95187

How do I use the calculated field to add Type 1 and 3 together?

Thanks so much!

 

[Debra Dalgleish]

In the pivot table, select one of the cells that has a Type heading
On the pivot table toolbar, choose PivotTable>Formulas>Calculated Item
Type a name for the calculated item, and in the formula box type:
='Type 1'+'Type 3'

This won't work if you have added a field to the pivot table twice. If
your source data only has three columns, as in your example, you'd need
another field that you can use to create the count.

 

[dawn_dudley]

Debra -

Worked perfectly! We are so happy, you made three of us so happy! I love
the microsoft community.

Dawn Dudley