Pivot Table filtering allows getting you the values that make the top or bottom percentage. For example, you get the top records that makeup 25% of the total sum. Let us see this in action!
Download this Excel Workbook and follow the step-by-step tutorial below on how to pivot filter by value – %:
This is our current Pivot Table setup. We will be filtering the Top 25% Sum of Sales.
Example 1: Filter by Values – Top %
STEP 1: Click on the Row Label filter button in the Pivot Table.
STEP 2: Select Value Filters.
You will see that we have a lot of filtering options. Let us try out –Â Top 10
STEP 3: Since, you want the list of Top channel partners that makes 25% of total sales – select the Top in the first field.
STEP 4: In the second field, mention the percentage required – type 25.
STEP 5: In the third field, select Percentage and click OK.
You now have the top channel partners that makeup 25% of the total sum!
Example 2: Filter by Values – Bottom %
STEP 1: Click on the Row Label filter button in the Pivot Table.
STEP 2: Select Value Filters and Top 10.
STEP 3: Select the Bottom in the first field, 25 in the second field, and Percentage in the third field.
Click OK.
Now you have the bottom channel partners that when combined, will give you the bottom 25% of sales.
Following the steps mentioned above, you can easily filter the Pivot Table by values and list the Top or Bottom items based on the percentage of total sales. You can also use Pivot Table to filter Top/Bottom items by Sum, filter items based on Value, etc.
Click here to learn all about Pivot Tables.
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