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Using Measures in Power Pivot

Bryan
In Power Pivot, one of the major and more powerful feature areĀ Measures.
Measures (also known as Calculated Fields in Excel 2013) areĀ formulas/calculations that are added to a Pivot Table.

We will work on a simple example to show you how easy it is to add your firstĀ Measure.

In Power Pivot, one of the major and more powerful feature areĀ Measures. Measures (also known as Calculated Fields in Excel 2013) areĀ formulas/calculations that are added to a Pivot Table. We will work on a simple example to show you how easy it is to add your firstĀ Measure.

Want to learn about Measures vs Calculated Columns in Power Pivot?

*** Watch our video and step by step guide below with free downloadable Excel workbook to practice ***

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Using Measures in Power Pivot | MyExcelOnline

download excel workbook Measures.xlsx

 

STEP 1: Select the Sales Table. Go to Insert >Ā Table. Ā ClickĀ OK.

Using Measures in Power Pivot

 

STEP 2: Go to Table Tools >Ā Design > Table NameĀ  and give your new Table a descriptive name.Ā In our example, we will name itĀ Sales

Using Measures in Power Pivot

 

STEP 3:

In Excel 2013 & 2016

Select your SalesĀ Table. Go to Power Pivot > Add to Data Model.

This will import your new Table into theĀ Power Pivot Window.

Using Measures in Power Pivot

 

In Excel 2010

Go to PowerPivot >Ā Create Linked Table.

Linking Excel Tables in Power Pivot

 

STEP 4:Ā This will open theĀ Power Pivot Window.

TheĀ Sales Table will nowĀ be automatically loaded to the Power Pivot Data Model.

Using Measures in Power Pivot

 

Now Close theĀ Power Pivot Window.Ā 

Using Measures in Power Pivot

 

STEP 5:Ā Go toĀ Insert> Pivot Table.

Using Measures in Power Pivot

 

In Excel 2016

SelectĀ Use this workbook’s Data Model. Ā This will use the Data Model you just uploaded in the last step.

SelectĀ Existing Worksheet and chooseĀ your location for your Pivot Table and press OK.

Using Measures in Power Pivot

 

In Excel 2013

Go to Use External Data Source > Choose a Connection

Using Measures in Power Pivot

 

Now selectĀ Tables > This Workbooks Data Model > Open:

Using Measures in Power Pivot

 

In Excel 2010

Go to Use an External Data Source > Choose Connection:

Using Measures in Power Pivot

 

Now selectĀ PowerPivotĀ Data > Open:

Using Measures in Power Pivot

 

STEP 6:Ā Adding a Measure:

In Excel 2016

On theĀ SalesĀ Table, right click and selectĀ Add Measure.

Using Measures in Power Pivot

 

An alternative way inĀ Excel 2016Ā is go to Power Pivot > MeasuresĀ > New Measure.

Using Measures in Power Pivot

 

In Excel 2013

Go toĀ PowerPivot > Calculated Fields > New Calculated Field

(In Excel 2013 “Measures” were renamed “Calculated Fields” and returned to “Measures” in Excel 2016…I know, how annoying!)

Using Measures in Power Pivot

 

In Excel 2010

On theĀ Sales table, right click and selectĀ Add New Measure.

Using Measures in Power Pivot

 

An alternative way inĀ Excel 2010Ā is to select a cell inside the Pivot Table that was created in the previous step and go to Power Pivot > New Measure:

Using Measures in Power Pivot

 

STEP 7:Ā This is where we create our firstĀ Measure.

For Measure Name,Ā type in any name that you like e.g.Ā Total Sales

For theĀ Formula, after the = sign start typing the word SUM.

Just like in native Excel, this will bring up the Formula helper and choose the SUM function by either double clicking on the blue highlighted SUM option or by pressing the Tab keyboard to confirm this suggestion:

Using Measures in Power Pivot

 

After the SUM formula is selected, type in the Table name that we created in Step 2, which we called Sales.

This will bring up the Formula helper and within here you need to select the Sales [Sales Amount] option andĀ close the parenthesis:

Using Measures in Power Pivot

 

Set theĀ CategoryĀ asĀ Currency, and this will automatically handle the formatting for you. Ā Press OK to confirm this.

This Measure will now returnĀ the Sum Total of the Sales Amount column within the SalesĀ Table.

Using Measures in Power Pivot

 

 

STEP 8:Ā Place your new MeasureĀ Total SalesĀ in theĀ ValuesĀ area.

Using Measures in Power Pivot

 

STEP 9:Ā Now we are able to use our newĀ Measure in theĀ Pivot Table.

Using Measures in Power Pivot

Further Learning:

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Using Measures in Power Pivot | MyExcelOnline


Bryan

Bryan Hong is an IT Software Developer for more than 10 years and has the following certifications: Microsoft Certified Professional Developer (MCPD): Web Developer, Microsoft Certified Technology Specialist (MCTS): Windows Applications, Microsoft Certified Systems Engineer (MCSE) and Microsoft Certified Systems Administrator (MCSA).

He is also an Amazon #1 bestselling author of 4 Microsoft Excel books and a teacher of Microsoft Excel & Office at the MyExecelOnline Academy Online Course.

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