Excel Pivot Tables have a lot of usefulĀ calculations under the SHOW VALUES AS option and one that can help you a lot is the Excel Pivot Table Percentage of Row 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.
Want to know How To Show Excel Pivot Table Percentage of Row Total?
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Follow the step-by-step tutorialbelow to understand how to show Excel Pivot Table Percentage of Row TotalĀ and make sure to download the workbook to follow along:
STEP 1: Select any cell in the Data Table
STEP 2: Go to Insert > PivotTable.
STEP 3:Ā In the Create PivotTable dialog box, select table range and New Worksheet and then Click OK.
STEP 4: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:
A Pivot Table will be created and looks like this:
STEP 5:Click the second Sales fieldāsĀ (Sum of SALES2) drop down and chooseĀ Value Field Settings
STEP 6: Select theĀ Show Values AsĀ tab and from the drop down chooseĀ % of RowĀ Total.Ā
Also, change the Custom Name into Percent of RowĀ Total to make it more presentable.Ā ClickĀ OK.
STEP 7:Ā Notice that the Percent of RowĀ Totaldata is in a decimalĀ format that is hard to read:
To format the Percent of RowĀ Totalcolumn, click the secondĀ Sales fieldāsĀ (Percent of RowĀ Total) 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%).
STEP 8: Click the Number Format button.
STEP 9: Inside theĀ Format Cells dialog box, make your formatting changes within here and pressĀ OKĀ twice.
In this example, we used theĀ PercentageĀ category to make our Percent of RowĀ TotalĀ numbers become more readable.
You now have your Pivot Table, showing the Percent of RowĀ TotalĀ for the sales data of years 2012, 2013, and 2014.
All of the sales numbersĀ are now represented as a Percentage of each rowĀ (Years 2012, 2013 and 2014), which you can see onĀ each rowĀ is represented as 100% in totality.
Particularly the yellow highlighted ones would total to 100% for the first row:
Further Learning:
- Show The Difference From Previous Months With Excel Pivot Tables
- Show The Percent of Row Total With Excel Pivot Tables
- Show The Percent of Difference From Previous Years With Excel Pivot Tables
Make sure to download our FREE PDF on theĀ 333 Excel keyboard Shortcuts here:
You can learn more about how to use Excel by viewing our FREE Excel webinar training onĀ Formulas,Ā Pivot Tables,Ā Power Query,Ā andĀ Macros & VBA!
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.