Excel Pivot Tables have a lot of useful calculations under the SHOW VALUES AS option and one that can help you a lot is the PERCENT OF COLUMN TOTAL calculation.

This option will immediately calculate the percentages for you from a table filled with numbers such as sales data, expenses, attendance, or anything that can be quantified.

In the example below I show you how to get the Percent of Column Total:

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STEP 1: Insert a new Pivot table by clicking on your data and going to Insert > Pivot Table > New Worksheet or Existing Worksheet

Percent of Column Total 01

 

STEP 2: In the ROWS section put in the Sales Month field, in the COLUMNS put in the Financial Year field and in the VALUES area you need to put in the Sales field twice, I explain why below:

Percent of Column Total 02

 

STEP 3: Click the second Sales field’s (Sum of SALES2) drop down and choose Value Field Settings

Percent of Column Total 03

 

STEP 4: Select the Show Values As tab and from the drop down choose % of Column Total. 

Also change the Custom Name into Percent of Column Total to make it more presentable. Click OK.

Percent of Column Total 04

 

STEP 5: Notice that the Percent of Column Total data is in a decimal format that is hard to read:

Percent of Column Total 05A

 

To format the Percent of Column Total column, click the second Sales field’s (Percent of Column Total) drop down and choose Value Field Settings. 

The goal here is for us to transform numbers from a decimal format (i.e. 0.23), into a percentage format that is more readable (i.e. 23%).

Percent of Column Total 05 new

 

STEP 6: Click the Number Format button.

Percent of Column Total 06

 

STEP 7: Inside the Format Cells dialog box, make your formatting changes within here and press OK twice.  

In this example, we used the Percentage category to make our Percent of Column Total numbers become more readable.

Percent of Column Total 07

 

You now have your Pivot Table, showing the Percent of Column Total for the sales data of years 2012, 2013, and 2014.

All of the sales numbers are now represented as a Percentage of each column (Years 2012, 2013 and 2014), which you can see on each column is represented as 100% in totality:

Percent of Column Total 08

Percent of Column Total

HELPFUL RESOURCE:

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