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Show The Percent Of With Excel Pivot Tables

Excel Pivot Tables have a lot of usefulĀ calculations under the SHOW VALUES AS option and one that... read more

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Overview

Excel Pivot Tables have a lot of usefulĀ calculations under the SHOW VALUES AS option and one that can help you a lot is Add Percentage to Pivot Table.

It will display the value of one item (the Base Field) as the percentage of another item (the Base Item).

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 this example, you have a pivot table with Sales person in the row area and the year in the column area.

Show The Percent Of With Excel Pivot Tables

There are two variations on the of % option:

Let’s look at both these variations!

 

% of Year

In the example below I show you how to get theĀ Percent of the Previous Year’s SalesĀ i.e. each year’s sales will be compared to the sales for the previous year in form of a percentage!

Watch how to calculate percentage in pivot table on YouTube and give it a thumbs-up!

See also  Show Pivot Table Values As a Running Total In

Show The Percent Of With Excel Pivot Tables | MyExcelOnline

Follow theĀ step-by-step tutorial on How to Add Percentage to Pivot TableĀ and download this Excel workbookĀ to practice along:

Download excel workbookPercent-Of.xlsx

 

STEP 1:Ā Insert a new Pivot table by clickingĀ on your data and goingĀ toĀ Insert > Pivot Table > New Worksheet or Existing Worksheet

Show The Percent Of With Excel Pivot Tables

 

STEP 2:Ā In theĀ ROWSĀ section put in theĀ SalesĀ PersonĀ field, in theĀ COLUMNSĀ put in the FinancialĀ YearĀ field and in theĀ VALUESĀ area you need to put in theĀ SalesĀ field twice, I explain why below:

Show The Percent Of With Excel Pivot Tables

Here is how the Pivot Table Percentage looks like:

Show The Percent Of With Excel Pivot Tables

STEP 3:Ā Click the second Sales fieldā€™sĀ (Sum of SALES2) drop down and chooseĀ Value Field Settings

Show The Percent Of With Excel Pivot Tables

 

STEP 4:Ā Select theĀ Show Values AsĀ tab and from the drop down chooseĀ % of. Ā 

For the Base Field pickĀ Financial Year.

For the Base Item pickĀ (previous).

This means we want to get theĀ % ofĀ values based on theĀ previous Financial Year.

Also, change the Custom Name into Percent of Previous YearĀ to make it more presentable.Ā ClickĀ OK.

See also  Select & Format Fields in Excel Pivot Tables

Show The Percent Of With Excel Pivot Tables

 

STEP 5:Ā Notice that the Percent of Previous YearĀ data is in a decimalĀ format that is hard to read:

Show The Percent Of With Excel Pivot Tables

To format the Percent of Previous YearĀ column, click the secondĀ Sales fieldā€™sĀ (Percent of Previous Year) drop down and chooseĀ Value Field Settings.Ā 

The goal here is for us to transformĀ numbers fromĀ a decimalĀ format (i.e. 0.23), into a percentageĀ format that is more readable (i.e. 23%).

Show The Percent Of With Excel Pivot Tables

 

STEP 6: Click the Number Format button.

Show The Percent Of With Excel Pivot Tables

 

STEP 7:Ā Inside theĀ Format Cells dialog box, make your formatting changes within here and pressĀ OKĀ twice. Ā 

In this example, we used theĀ PercentageĀ category to make our Percent of Previous YearĀ numbers become more readable.

Show The Percent Of With Excel Pivot Tables

 

Following these steps you can add Percentage to Pivot Table, showing the Percent of Previous YearĀ for the sales data of years 2012, 2013, and 2014.

All of the sales numbersĀ are now represented as a Percentage of the Previous YearĀ (Year 2013 is represented as a Percentage of Year 2012, and Year 2014 is represented as a Percentage of Year 2013):

See also  Group By Custom Dates With Excel Pivot Tables

Show The Percent Of With Excel Pivot Tables

 

% of Salesperson’s Sales

Instead of showing % of Year, you can even display % of Salesperson’s SalesĀ in the Pivot Table. Follow the steps below to do so:

STEP 1: Click on any cell in the data table.

Show The Percent Of With Excel Pivot Tables

STEP 2: Go to Insert > Pivot Table.

Show The Percent Of With Excel Pivot Tables

STEP 3: In the Create PivotTable dialog box, select the table range and New Worksheet and then click OK.

Show The Percent Of With Excel Pivot Tables

STEP 4: In the PivotTable fields dialog box, drag and drop Sales person in Rows area, Year in Columns area, and sales amount in values area.

Show The Percent Of With Excel Pivot Tables

A Pivot Table will be displayed on your worksheet!

Show The Percent Of With Excel Pivot Tables

STEP 5: Right Click on any value in the Pivot Table and select Value Field Setting.

Show The Percent Of With Excel Pivot Tables

STEP 6: In the Value Field Setting dialog box, Under Show Values As Tab select % Of > SALES PERSON > Homer Simpson.

Show The Percent Of With Excel Pivot Tables

This will add percentage to Pivot Table!

Show The Percent Of With Excel Pivot Tables

Excel will display 100% for all values for Homer and it will be compared to itself. For other salespersons, Excel will show sales amount as a percentage of Homer’s sales for that particular year.

See also  How To Fill Blank Cells in Pivot Table

This completes our tutorial on how to show percentage in pivot table!

 

PIVOT BANNER

Make sure to download our FREE PDF on theĀ 333 Excel keyboard Shortcuts here:

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Show The Percent Of With Excel Pivot Tables | MyExcelOnline
Bryan

Bryan is a best-selling book author of the 101 Excel Series paperback books.

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