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.

Show The Percent of Parent Total With Excel Pivot Tables | MyExcelOnline

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

Show The Percent of Parent Total With Excel Pivot Tables

 

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:

Show The Percent of Parent Total With Excel Pivot Tables

 

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

See also  Show & Hide Field List in Excel Pivot Table

Show The Percent of Parent Total With Excel Pivot Tables

 

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.

Show The Percent of Parent Total With Excel Pivot Tables

 

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

Show The Percent of Parent Total With Excel Pivot Tables

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%).

Show The Percent of Parent Total With Excel Pivot Tables

 

STEP 6: Click the Number Format button.

Show The Percent of Parent Total With Excel Pivot Tables

 

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.

Show The Percent of Parent Total With Excel Pivot Tables

 

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

See also  Recommended Pivot Tables in Excel

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%.

Show The Percent of Parent Total With Excel Pivot Tables

 

 

PIVOT BANNER

HELPFUL RESOURCES:

JOIN OUR FREE EXCEL COURSES BELOW
Click here to access these FREE Excel courses!

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

email

Pin on Pinterest

Pinterest

Share on Facebook

Facebook

Tweet about this on Twitter

Twitter

Share on LinkedIn

Linkedin