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Pivot Table - Percent

  1. #1
    Forum Contributor
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    06-03-2008
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    Pivot Table - Percent

    Hi,

    I have some data similar to this:

    Name---Estimate---Invoiced
    Cust1---1000---------700
    Cust2---5000---------4500
    Cust2---2000---------2000

    I want to create a Pivot Table that looks like this:

    Name---Sum of Estimate---Sum of Invoiced---Percent of Estimate
    Cust1---1000--------------------700---------------------70%
    Cust2---7000--------------------6500-------------------93%

    Everything works except the Percent of Option. For the percent of Option, I'd like it to be the Sum of Invoiced / Sum of Estimate for each customer. If I have to, I can write a formula on my data tab, but it seems like there should be some Pivot Table function that's simpler to do.

    By the way, I'm on Excel 2007 and would like to save it in 2003 compatibility if possible.
    Last edited by yawnzzzz; 06-30-2010 at 01:10 PM.

  2. #2
    Forum Expert
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    08-27-2008
    Location
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    Re: Pivot Table - Percent

    There is - a calculated field.
    I'm not exactly sure where to click in 2007, but there's a pivot table menu (may be associated with a pivot table ribbon area?) on which is a pop-out 'Formulas' - and 'Calculated Field'

    So,
    Click anywhere in the pivot table
    Click Pivot table ->Formulas -> Calculated Field
    Name the field (I suggest 'Percent of estimate'...)
    There should be a window inside the dialogue box with 'Name', 'Estimate' and 'Invoiced'
    Double click 'Invoiced' (should arrive into the 'Formula' box)
    type /
    Double click 'Estimate'
    Click OK

    Your life is now complete

    You will probably want to format the field (to show percent) -
    Right-click anything in the 'Percent of estimate' column
    Click Number...
    Change number format to percent

    Now everything is beautiful

    let us know how you get on

    hth
    CC


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  3. #3
    Forum Contributor
    Join Date
    06-03-2008
    Posts
    387

    Re: Pivot Table - Percent

    That works great. Thanks.

    In Excel 2007, you can go to PivotTable Tools->Options->Formulas->Calculated Field.

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