Locked lesson.

## About this lesson

When you need to display a value as the % of another value on your PivotTable.

## Lesson versions

Multiple versions of this lesson are available, choose the appropriate version for you:

2016, **2019/365**.

## Exercise files

Download the ‘before’ and ‘after’ Excel workbooks from the video tutorial and try the lesson yourself.

Percent of x Calculations.xlsx10.9 MB Percent of x Calculations - Completed.xlsx

10.9 MB

## Quick reference

### Percent of x Calculations

Display a value as the % of another value on a PivotTable.

### Where/when to use the technique

When you need to display a value as the % of another value on your PivotTable.

### Instructions

#### Accessing % of calculations

- Drag a value column onto the PivotTable
- Right click a cell in column you wish to convert to a % calculation
- Either:
- Choose Value Field Settings > Show Values As > the desired % of calculation
- Choose Show Values As > the desired % of calculation

#### % of grand totals

- % of column total: Expresses value as a % of the grand total row for that column
- % of row total: Expresses value as a % of the grand total column for that row
- % of grand total: Expresses value as a % of the grand total of the PivotTable

#### % of parent

- % of parent column: Expresses value as a % of the parent field’s (sub)total for that row
- % of parent row: Expresses value as a % of the parent field’s (sub)total for that column
- % of parent total: Expresses value as a % of the (sub)total of the PivotTable

#### % of… (a specific field)

- To choose your base field, you need to decide if you’d like the % of to be calculated down a column or across a row
- Column: Pick a row field
- Row: Pick a column field

- % of can be set to:
- A specific item within a field (useful for comparing growth vs a specific year)
- The previous item (useful for comparing sales performance vs the prior month)
- The next item (useful for comparing forecast expectations)

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