For other salespersons, Excel will show sales amount as a percentage of Homer’s sales for that particular year. STEP 6: In the Value Field Setting dialog box, Under Show Values As Tab select % Of > SALES PERSON > Homer Simpson.Įxcel will display 100% for all values for Homer and it will be compared to itself. STEP 5: Right Click on any value in the Pivot Table and select Value Field Setting. STEP 4: In the PivotTable fields dialog box, drag and drop Sales person in Rows area, Year in Columns area, and sales amount in values area.Ī Pivot Table will be displayed on your worksheet! STEP 3: In the Create PivotTable dialog box, select the table range and New Worksheet and then click OK. STEP 1: Click on any cell in the data table. If your calculator has a percentage button, press it to determine the percentage. Instead of showing % of Year, you can even display % of Salesperson’s Sales in the Pivot Table. If the omitted term is the percentage, divide the part by the whole using your calculator to determine the answer. In this example, we used the Percentage category to make our Percent of Previous Year numbers become more readable.įollowing these steps you can add Percentage to Pivot Table, showing the Percent of Previous Year for the sales data of years 2012, 2013, and 2014.Īll of the sales numbers are now represented as a Percentage of the Previous Year (Year 2013 is represented as a Percentage of Year 2012, and Year 2014 is represented as a Percentage of Year 2013): STEP 7: Inside the Format Cells dialog box, make your formatting changes within here and press OK twice. 0.23), into a percentage format that is more readable (i.e. The goal here is for us to transform numbers from a decimal format (i.e. To format the Percent of Previous Year column, click the second Sales field’s (Percent of Previous Year) drop down and choose Value Field Settings. STEP 5: Notice that the Percent of Previous Yeardata is in a decimal format that is hard to read: This means we want to get the % of values based on the previous Financial Year.Īlso, change the Custom Name into Percent of Previous Year to make it more presentable. Click OK. STEP 4: Select the Show Values As tab and from the drop down choose % of. STEP 3:Click the second Sales field’s (Sum of SALES2) drop down and choose Value Field Settings Enter a decimal number (0.2) in cell B1 and apply a Percentage format. Here is how the Pivot Table Percentage looks like: To increase a number by a percentage in Excel, execute the following steps. STEP 2: In the ROWS section put in the Sales Person 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: STEP 1:Insert a new Pivot table by clicking on your data and going to Insert > Pivot Table > New Worksheet or Existing Worksheet
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