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 GRAND 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 Grand Total:

DOWNLOAD EXCEL WORKBOOK

 

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 Grand 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 Grand Total 02

 

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

Percent of Grand Total 03

 

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

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

Percent of Grand Total 04

 

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

Percent of Grand Total 05A

To format the Percent of Grand Total column, click the second Sales field’s (Percent of Grand 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 Grand Total 05

 

STEP 6: Click the Number Format button.

Percent of Grand 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 Grand Total numbers become more readable.

Percent of Grand Total 07

 

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

All of the sales numbers are now represented as a Percentage of the Grand Total of $32,064,332.00, which you can see on the lower right corner is represented as 100% in totality:

Percent of Grand Total 08

Percent of Grand Total

HELPFUL RESOURCE:

PIVOT BANNER

If you like this Excel tip, please share itEmail this to someone

email

Pin on Pinterest

Share on Facebook

Tweet about this on Twitter

Share on LinkedIn

Share on Google+

Related Posts

Create a Named Range in Excel Whenever I work with spreadsheets, there's no escaping the fact that I have to work with a lot of ranges.Some of these ranges I have to reuse time and time again to create different calculations!Good thing there are Named Ranges in Excel!By using a Named Range, you ca...
Protected: What Else Can Excel Pivot Tables Do?  The Pivot Table Webinar Replay & Xtreme Pivot Table Online Course is Closing its Doors in...Click Here To Watch The Webinar ReplayBONUS VIDEO:   Consolidate Multiple Sheets & Excel TablesIn this training you are going to learn the following:C...
Icon Sets In A Pivot Table An Icon Set is a Conditional Formatting icon/graphic that you can include in your cells or Pivot Tables.The icon will depend on the cell´s value so you can highlight key variances or trends.  There are a few icon sets that you can include, like:DIRECTIONAL (Change in valu...
Show The Difference From Previous Months With Exce... Excel Pivot Tables have heaps of calculations under the SHOW VALUES AS option and one that gets the most use is the DIFFERENCE FROM calculation.You can show the values as the Difference From previous months, years, day etc.  This is just great when your boss asks you how you ...