GETPIVOTDATA Function

Extracts data from specified fields in an Excel Pivot Table

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What is the GETPIVOTDATA Function?

The GETPIVOTDATA Function[1] is categorized under Excel Lookup and Reference functions. The function helps to extract data from specified fields in an Excel Pivot Table.

The Pivot Table is used often in financial analysis to facilitate deeper analysis of given data. The function helps extract, group, or add data from a pivot table.

Formula

=GETPIVOTDATA(data_field, pivot_table, [field1, item1, field2, item2], …)

The GETPIVOTDATA function uses the following arguments:

  1. Data_field (required argument) – This is the worksheet information from which we intend to remove nonprintable characters.
  2. Pivot_table (required argument) – This is a reference to a cell, range of cells, or named range of cells in a pivot table. We use the reference to specify the pivot table.
  3. Field1, Item1, Field2, Item2 (optional argument) This is a field/item pair. There are up to 126 pairs of field names and item names that may be used to describe the data that we wish to retrieve.

We need to enclose in quotation marks all field names and names for items other than dates and numbers. We need to keep in mind the following:

  • Dates are entered as date serial numbers by using the DATE function so that they are in the proper date format.
  • Numbers can be entered directly.
  • Time should be entered in decimals or as the TIME function.

How to use GETPIVOTDATA Function in Excel?

To understand the uses of the GETPIVOTDATA function, let’s consider a few examples:

Example 1

Let’s assume we are given the pivot table below:

GETPIVOTDATA Function

Suppose we wish to get the sum of laptops from the pivot table given above. In such a scenario, we will use the formula =GETPIVOTDATA( “laptops”, $J$4) and get the result as 651,000.

GETPIVOTDATA Function - Example 1

Continuing with the same example, suppose we are given the pivot table below:

GETPIVOTDATA Function - Example 1a

Now we wish to get the total sales. The formula to use will be =GETPIVOTDATA( “sum of Total”, $J$4).

GETPIVOTDATA Function - Example 1b

Example 2

Using dates in the GETPIVOTDATA function may sometimes produce an error. Suppose we are given the following data:

GETPIVOTDATA Function - Example 2

We drew the following pivot table from it:

GETPIVOTDATA Function - Example 2a

If we use the formula =GETPIVOTDATA(“Qty”,$L$6,”Date”,”1/2/17″), we will get a REF! error:

GETPIVOTDATA Function - Example 2b

To prevent such date errors, we can use any of the following methods:

  1. Match the Pivot Table’s date format – In order to get the correct, error-free results, we will use the same date format as in the pivot table. For example, we took 2-Jan as shown below:

GETPIVOTDATA Function - Example 2c

As seen below, the same format gives us the desired result:

GETPIVOTDATA Function - Example 2d

  1. Use the GETPIVOTDATA function with the DATEVALUE function – Here, instead of just typing the date in the formula, add the DATEVALUE function to the date. As shown below, the formula will be:

GETPIVOTDATA Function - Example 23

We will get the result below:

GETPIVOTDATA Function - Example 2f

  1. Use the GETPIVOTDATA function with the DATE function – Here, instead of just typing the date in the formula, we will add the DATE function. As shown below, the formula will be:

GETPIVOTDATA Function - Example 2g 

We will get the result below:

GETPIVOTDATA Function - Example 2h

  1. Use the GETPIVOTDATA function with the DATE Function – Example 2: Here, instead of just typing the date in the formula, we can refer to a cell that contains a valid date, in any format recognized as a date by MS Excel. The formula to be used is =GETPIVOTDATA(“Qty”,$L$6,”Date”,S5).

GETPIVOTDATA Function - Example 2i

We will get the result below:

GETPIVOTDATA Function - Example 2i

A few notes about the GETPIVOTDATA Function

  1. #REF! error – Occurs when:
    • The given pivot_table reference does not relate to a pivot table.
    • When we provide invalid fields for the arguments data_field, [field], or [item].
    • The field details are not displayed in the specified pivot table.
  2. Remember that if an item contains a date, it should be in date format or serial number.
  3. The function can be automatically inserted by enabling the “Use GetPivotData functions for PivotTable references” option in MS Excel.

Click here to download the sample Excel file

Additional Resources

Thanks for reading CFI’s guide to important Excel functions! By taking the time to learn and master these functions, you’ll significantly speed up your financial analysis. To learn more, check out these additional CFI resources:

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