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Pivot Table; how do I calculate margin percentage?

Pivot Table; how do I calculate margin percentage?

In the data field of a pivot table I have the sum of the the turnover and the sum of the margin, what I want to show is the margin as a %, how can I do this?
David Jarvis

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12th Dec 2006 16:57

Pivot table
Neil

Where can I find this, when I open up the pivot table on the data menu it takes me to the wizard to step 3?

David

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By neileg
12th Dec 2006 16:12

I think
If you open up the pivot field dialogue box (where you can change Count to Sum, etc) click on Options and then Show Data As, you can do % calculations.

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By tom123
12th Dec 2006 16:26

Use a calculated field
I would insert a calculated field into the data area

sales margin / sales

and then format the result as a percentage.

(bear in mind that grand totals can be a bit misleading this way, but it works for me)

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13th Dec 2006 01:04

Pivot Tip #6
You do this with a Formula.

For a full explanation go to: Pivot Tip #6, how to use formulas in a pivot table.

All AccountingWEB's pivot table material is collected together here.

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By neileg
13th Dec 2006 09:59

Ah yes
Definitely worth looking at David Carter's tutorial. I had forgotten it was there!

Where can I find this, when I open up the pivot table on the data menu it takes me to the wizard to step 3?

Just click on the Layout button

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13th Dec 2006 16:59

Format cells - Percentage
Hi David
No problem. Highlight the column by clicking the column heading. Then from main menu: Format - Cells - Percentage.

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13th Dec 2006 14:15

Pivot Table
Thanks David/Neil, one last question how do I format the cell for the margin % to show the result as a % and not a whole number as it defaults to?

Thanks

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