Editorial team
AccountingWEB.co.uk
Share this content
0
7
17349

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

Replies

Please login or register to join the discussion.

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

Thanks (0)

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.

Thanks (0)

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)

Thanks (0)

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.

Thanks (0)

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

Thanks (0)

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

Thanks (0)

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

Thanks (0)