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 PARENT TOTAL calculation.

In the example below I show you how to get the Percent of a Product Total i.e The % Sales of each Product broken down by Sales Rep and Quarter.

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 Parent Total 01

 

STEP 2: In the ROWS section put in the Products, Sales Person and Sales Qtr fields, 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 Parent Total 02

 

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

Percent of Parent Total 03

 

STEP 4: Select the Show Values As tab and from the drop down choose % of Parent Total.  Select Products to be our Parent.

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

Percent of Parent Total 04

 

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

Percent of Parent Total 05A

To format the % of Product Total column, click the second Sales field’s (% of Product 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 Parent Total 05B

 

STEP 6: Click the Number Format button.

Percent of Parent 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 % of Product Total numbers become more readable.

Percent of Parent Total 07

 

You now have your Pivot Table which shows the % of Product Totals per Sales Rep and Quarter, for the years 2012, 2013, and 2014.

All of the sales numbers are now represented as a Percentage of its Parent i.e the Product Field.

In our screenshot you can see both the values in the blue and red boxes represented as a percentage of the Bottles Product.  Adding the values of the red boxes will total to 100%.

Percent of Parent Total 08

 

Percent of Parent 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

Fix Incorrect Formatting Using Flash Fill In Excel  Flash Fill in Excel is a new feature that was introduced in Excel 2013.  One of the cool uses of Flash Fill is to fix incorrect formatting in your text automatically.Ever had the scenario where your data is formatted differently?Example: First names starting wit...
Conditionally Formatting A Drop Down List In a previous post I showed you how to Create a Drop Down List in a Table.    We are now going to take this concept one level further and apply some conditional formatting to the drop down data validation list.This is useful if you want to highlight when a job is completed, c...
Find Blank Cells In Excel With A Color In Excel you can have a data set that comes from an external source which isn't always formatted to your liking.One of the most common things you may encounter are blank cells in your Excel data which can hinder your analysis, especially if you are using a Pivot Table to anal...
Drop Down Menu In Your Excel Table Apart from creating a simple Drop Down Menu/List or Data Validation List, you can expand this concept to include it in your Excel Table or Database.Watch how to insert a Data Validation ListThat way you don't have to do repetitive tasks like entering the same customer ov...