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Pivot Table with Percentages
Hi all,
I am trying to work out the % of cost to sales.I have using a pivot table to get the sales & cost dat and manually calculated the % I know that Excel has pivot table % in the field settings- options but they do not give me what I am after. Is there a solution using pivot tables? Genre Fiscal year Sum of Sales £ Sum of Cost £ % CH V4/2003 48,607 (422) 0.87% V4/2004 49,284 (785) 1.59% V4/2005 52,816 (2,052) 3.89% V4/2006 35,165 (722) 2.05% V4/2007 47,812 (956) 2.00% V4/2008 59,255 (934) 1.58% CH Total 292,938 (5,871) 2.00% Thanks TW |
#2
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Pivot Table with Percentages
Hi,
You are close to the solution Just need to add a calculated field in the Pivot Table Go to the PT, then under tools choose Formulas, Calculate field, choose the name of the column , then choose cost, add enter / and then choose sales add, click OK , a new column will be added, format that column as % with 2 decimals If this was helpful please click yes, thanks " wrote: Hi all, I am trying to work out the % of cost to sales.I have using a pivot table to get the sales & cost dat and manually calculated the % I know that Excel has pivot table % in the field settings- options but they do not give me what I am after. Is there a solution using pivot tables? Genre Fiscal year Sum of Sales £ Sum of Cost £ % CH V4/2003 48,607 (422) 0.87% V4/2004 49,284 (785) 1.59% V4/2005 52,816 (2,052) 3.89% V4/2006 35,165 (722) 2.05% V4/2007 47,812 (956) 2.00% V4/2008 59,255 (934) 1.58% CH Total 292,938 (5,871) 2.00% Thanks TW |
#3
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Pivot Table with Percentages
Many Thanks Eduardo- this was very helpful.
But I cannot see this function - is it a new feature in Excel 2007? I am currently using 2003. TW On 27 Apr, 16:58, Eduardo wrote: Hi, You are close to the solution Just need to add a calculated field in the Pivot Table Go to the PT, then under tools choose Formulas, Calculate field, choose the name of the column , then choose cost, add enter / and then choose sales add, click OK , a new column will be added, format that column as % with 2 decimals If this was helpful please click yes, thanks " wrote: Hi all, I am trying to work out the % of cost to sales.I have using a pivot table to get the sales & cost *dat and manually calculated the % I know that Excel has pivot table % in the field settings- options but they do not give me what I am after. Is there a solution using pivot tables? Genre * * *Fiscal year * * *Sum of Sales £ * * * * Sum of Cost £ * * * * % CH V4/2003 * * * * * * * * * * * * * 48,607 * * * *(422) * * * * * * * *0.87% * *V4/2004 * * * * * * * * * * * * * 49,284 * * * *(785) * * * * * * * *1.59% * *V4/2005 * * * * * * * * * * * * * 52,816 * * * *(2,052) * * * * * * *3.89% * *V4/2006 * * * * * * * * * * * * * 35,165 * * * *(722) * * * * * * * *2.05% * *V4/2007 * * * * * * * * * * * * * *47,812 * * * (956) * * * * * * * *2.00% * *V4/2008 * * * * * * * * * * * * * *59,255 * * * (934) * * * * * * * *1.58% CH Total * * * * * * * * * * * * * * * * * * *292,938 * * *(5,871) 2.00% Thanks TW- Hide quoted text - - Show quoted text - |
#4
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Pivot Table with Percentages
hi,
yes is 2007, however if nobody answer to this post before I get home I will send the instructions since I have 2003 at home " wrote: Many Thanks Eduardo- this was very helpful. But I cannot see this function - is it a new feature in Excel 2007? I am currently using 2003. TW On 27 Apr, 16:58, Eduardo wrote: Hi, You are close to the solution Just need to add a calculated field in the Pivot Table Go to the PT, then under tools choose Formulas, Calculate field, choose the name of the column , then choose cost, add enter / and then choose sales add, click OK , a new column will be added, format that column as % with 2 decimals If this was helpful please click yes, thanks " wrote: Hi all, I am trying to work out the % of cost to sales.I have using a pivot table to get the sales & cost dat and manually calculated the % I know that Excel has pivot table % in the field settings- options but they do not give me what I am after. Is there a solution using pivot tables? Genre Fiscal year Sum of Sales £ Sum of Cost £ % CH V4/2003 48,607 (422) 0.87% V4/2004 49,284 (785) 1.59% V4/2005 52,816 (2,052) 3.89% V4/2006 35,165 (722) 2.05% V4/2007 47,812 (956) 2.00% V4/2008 59,255 (934) 1.58% CH Total 292,938 (5,871) 2.00% Thanks TW- Hide quoted text - - Show quoted text - |
#5
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Pivot Table with Percentages
Hi,
Once in the pivot table, with the field list open expand the arrow where it says Pivot Table, formulas, Calculated field and the proceed as I told you before " wrote: Many Thanks Eduardo- this was very helpful. But I cannot see this function - is it a new feature in Excel 2007? I am currently using 2003. TW On 27 Apr, 16:58, Eduardo wrote: Hi, You are close to the solution Just need to add a calculated field in the Pivot Table Go to the PT, then under tools choose Formulas, Calculate field, choose the name of the column , then choose cost, add enter / and then choose sales add, click OK , a new column will be added, format that column as % with 2 decimals If this was helpful please click yes, thanks " wrote: Hi all, I am trying to work out the % of cost to sales.I have using a pivot table to get the sales & cost dat and manually calculated the % I know that Excel has pivot table % in the field settings- options but they do not give me what I am after. Is there a solution using pivot tables? Genre Fiscal year Sum of Sales £ Sum of Cost £ % CH V4/2003 48,607 (422) 0.87% V4/2004 49,284 (785) 1.59% V4/2005 52,816 (2,052) 3.89% V4/2006 35,165 (722) 2.05% V4/2007 47,812 (956) 2.00% V4/2008 59,255 (934) 1.58% CH Total 292,938 (5,871) 2.00% Thanks TW- Hide quoted text - - Show quoted text - |
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