Save Reusable Excel PivotTable Calculated-Field Formulas in WPS Spreadsheets
Question details
The user needs to save and reuse formulas for PivotTable calculated fields across multiple tables and workbooks without manually re-entering them.
- Product
- WPS Spreadsheets (Microsoft Excel-compatible)
- Device & OS
- not provided
- Scenario
- The user creates recurring PivotTable reports that use custom calculated-field formulas and wants a reusable starting point for new workbooks.
- Observed behavior
- The goal is to have PivotTable structures and calculated-field formulas preserved in a template so new workbooks do not require manual formula entry.
Make sure you have a workbook in WPS Spreadsheets that already contains the PivotTable and calculated-field formulas you want to reuse. Confirm that the formulas calculate correctly before saving the workbook as an Excel template.
Save a Workbook as an Excel Template with PivotTable Calculated-Field Formulas
Use this solution when you have a working PivotTable and want to keep its calculated fields available for all future reports.
Saving the workbook as an Excel Template (.xltx) preserves the PivotTable layout, source connection settings, and calculated-field formulas. New workbooks created from this template inherit that structure, so you only need to refresh or reconnect the source data.
In WPS Spreadsheets, open the workbook that contains the PivotTable and calculated-field formulas you want to reuse.
Click any cell inside the PivotTable, go to the PivotTable settings, and verify that your calculated-field formulas appear and return the expected results.
Click the Menu button in the top-left corner, choose Save As, and select More Formats.
In the file type dropdown, select Excel Template (*.xltx), name the template, and click Save.
Start New Workbooks from the Saved Template
Use this solution after saving the template to create new workbooks without rebuilding calculated fields.
Save Reusable PivotTable Calculated-Field Formulas with WPS Spreadsheets
WPS Spreadsheets can save your Excel-compatible PivotTable calculated-field formulas directly into a reusable .xltx template, helping you start every report with the same structure and avoid manual re-entry.
- 1. Prepare the workbook: Open WPS Spreadsheets and create or open the workbook containing the PivotTable and calculated-field formulas.
- 2. Save as an Excel template: Click Menu > Save As > More Formats, choose Excel Template (*.xltx), and save the file.
- 3. Access personal templates: Click Menu > New > Personal, then select the saved template.
- 4. Create a new workbook: Click Create to open a new workbook that inherits the PivotTable and calculated-field formulas.
- 5. Refresh your data: Update the PivotTable data source as needed and refresh to apply the saved calculated fields to new data.
Frequently Asked Questions
Can I open the WPS-saved template in Microsoft Excel?
Yes. WPS Spreadsheets saves the Excel Template (.xltx) format, so the file can be opened in Microsoft Excel, and Excel templates can be used in WPS Office.
Where are my saved WPS templates located?
When you save a template, choose a folder you can remember. In WPS Spreadsheets, use Menu > New > Personal to access personal templates, or open the .xltx file directly from its saved location.
Will calculated fields still work after I change the PivotTable data source?
The template preserves the calculated-field formulas. After you change or refresh the data source, the PivotTable recalculates based on the existing formula definitions.
Can I share the template with other WPS or Excel users?
Yes. Copy or send the .xltx template file to other users. They can create new workbooks from it in WPS Spreadsheets or Microsoft Excel.
