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Show The Percent of Grand Total With Excel Pivot Tables

Bryan
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 Excel Formula to Calculate Percentage of Grand Total.
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.

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 Excel Formula to Calculate Percentage of Grand Total. 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.

Key Takeaways

  • Displaying values as a percentage of the grand total helps you understand the contribution of each data point relative to the overall total.
  • You can quickly calculate and display percentages by modifying the value field settings in a Pivot Table.
  • Percentages automatically update when the data source changes or filters are applied.

How to Show The Percent of Grand Total With Excel Pivot Tables

STEP 1: Select any cell in the data table.

Show The Percent of Grand Total With Excel Pivot Tables

 

STEP 2: Insert a new Pivot table by clicking on your data and going to Insert > Pivot Table.

Show The Percent of Grand Total With Excel Pivot Tables

 

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

Show The Percent of Grand Total With Excel Pivot Tables

 

STEP 4: 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:

Show The Percent of Grand Total With Excel Pivot Tables

The Pivot Table will look like this:

Show The Percent of Grand Total With Excel Pivot Tables

 

STEP 5: Click the second Sales field’s (Sum of SALES2) drop down and choose Value Field Settings

Show The Percent of Grand Total With Excel Pivot Tables

 

STEP 6: 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.

Show The Percent of Grand Total With Excel Pivot Tables

An Excel formula to calculate percentage of grand total will be added!

 

STEP 7: Notice that the Percent of Grand Total data is in a decimal format and it is hard to read it:

Show The Percent of Grand Total With Excel Pivot Tables

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%).

Show The Percent of Grand Total With Excel Pivot Tables

 

STEP 8: Click the Number Format button.

Show The Percent of Grand Total With Excel Pivot Tables

 

STEP 9: 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.

Show The Percent of Grand Total With Excel Pivot Tables

 

You now have your Pivot Table, showing the Excel Pivot Table percentage of totalfor 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:

Show The Percent of Grand Total With Excel Pivot Tables

You can even use this option to show the sales by category as a percentage of the grand total.

 

Frequently Asked Questions

How do I display values as a percentage of the grand total in a Pivot Table?
To show values as a percentage of the grand total, right-click on the value field in your Pivot Table, then select Show Values As > % of Grand Total. This will automatically calculate and display each value as a percentage of the overall total.

Show The Percent of Grand Total With Excel Pivot Tables

Can I apply the “Percent of Grand Total” calculation to multiple fields in the Pivot Table?
You can apply this calculation to multiple fields. Add the fields you want to analyze to the Values area, then repeat the process of selecting Show Values As > % of Grand Total for each field.

Can I display both the actual values and the percentages in the same Pivot Table?
Yes, you can display both. Add the same field to the Values area twice—one will display the actual values, and the other can be formatted to show as a percentage of the grand total.

Is it possible to calculate percentages of a specific row or column total instead of the grand total?
Yes, you can. Instead of selecting % of Grand Total, you can choose % of Row Total or % of Column Total under Show Values As to calculate percentages based on specific rows or columns.

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Bryan

Bryan Hong is an IT Software Developer for more than 10 years and has the following certifications: Microsoft Certified Professional Developer (MCPD): Web Developer, Microsoft Certified Technology Specialist (MCTS): Windows Applications, Microsoft Certified Systems Engineer (MCSE) and Microsoft Certified Systems Administrator (MCSA).

He is also an Amazon #1 bestselling author of 4 Microsoft Excel books and a teacher of Microsoft Excel & Office at the MyExecelOnline Academy Online Course.

See also  Group By Month, Year & Week With Excel Pivot Tables

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