STEP 4: Select the Show Values A s tab and from the drop-down choose

% of Column Total.
Also, change the Custom Nam e into Percent of Column Tota l to make
it more presentable. Click OK.
STEP 5 : Notice that th e Percent of Column Total data is in a
decimal format that is hard to read:

To format the Percent of Column Total column, click the second Sales
field’s (Percent of Column Total ) drop down and choos e Value Field
Settings.
The goal here is for us to transform numbers from a decimal format (i.e.
0.23), into a percentage format that is more readable (i.e. 23%).
STEP 6: Click the Number Forma t button.
STEP 7: Inside the Format Cell s dialog box, make your formatting
changes within here and press O K twice .
In this example, we used the Percentage category to make our Percent
of Column Total numbers become more readable.
You now have your Pivot Table, showing the Percent of Column Total
for the sales data of years 2012, 2013, and 2014.
All of the sales numbers are now represented as a Percentage of each
column (Years 2012, 2013 and 2014 ) , which you can see on each
column is represented as 100 % in totality:

17. % of Row Total

Excel Pivot Tables have a lot of useful calculations under the SHOW
VALUES A S option and one that can help you a lot is the PERCENT
OF ROW TOTA L calculation.
This option will immediately calculate the percentages for you from a table
filled with numbers such as sales data, expenses, attendance, or anything
that can be quantified.
In the example below I show you how to get the Percent of Row Total :
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STEP 1 : Insert a new Pivot table by clicking on your data and going t o
Insert > Pivot Table > New Worksheet or Existing Worksheet
STEP 2 : In the ROW S section put in the Sales Person field, in the
COLUMN S put in the Financial Year field and in the VALUES area you
need to put in the Sales field twice, I explain why below:
STEP 3 : Click the second Sales field’s (Sum of SALES2 ) drop down
and choos e Value Field Settings
STEP 4: Select the Show Values A s tab and from the drop-down choose
% of Row Total.
Also, change the Custom Nam e into Percent of Row Tota l to make it
more presentable. Click OK.
STEP 5 : Notice that th e Percent of Row Total data is in a
decimal format that is hard to read:

To format the Percent of Row Total column, click the second Sales field’s
(Percent of Row Total ) drop down and choos e Value Field Settings.
The goal here is for us to transform numbers from a decimal format (i.e.
0.23), into a percentage format that is more readable (i.e. 23%).
STEP 6: Click the Number Forma t button.
STEP 7: Inside the Format Cell s dialog box, make your formatting
changes within here and press O K twice .
In this example, we used the Percentage category to make our Percent
of Row Total numbers become more readable.
You now have your Table, showing the Percent of Row Total for the
sales data of years 2012, 2013, and 2014.
All of the sales numbers are now represented as a Percentage of each
row (Years 2012, 2013, and 2014 ) , which you can see on each row is
represented as 100 % in totality.
Particularly the yellow highlighted ones would total to 100% for the first
row:

18. Difference From

Excel Pivot Tables have heaps of calculations under the SHOW VALUES
AS option and one that gets the most use is the DIFFERENCE FROM
calculation.

You can show the values as the Difference From previous months, years,
day etc. This is just great when your boss asks you how you are tracking to
the previous months, years, days…
In the example below I show you how to show the Difference From the
previous YEAR:
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STEP 1 : Insert a Pivot Table by clicking on your data and going t o
Insert > Pivot Table > New Worksheet or Existing Worksheet
STEP 2 : In the ROW S you have to put the Months field, in the
COLUMN S the Years field and in the VALUES area the Sales field twice,
I explain why below:
STEP 3 : Now click on the second Sales field’s (Sum of SALES2 ) drop
down and choos e Value Field Settings
STEP 4: Now you need to select the Show Values A s tab and from
the drop-down choose the Difference From

STEP 5 : You need to select th e Base Item: (previous ) and Base

Field: Financial Yea r and press O K . So it will read the “ Difference
from the previous Financial Year ”
STEP 6 : To format the values you need to select the Table and go to
Pivot Table Tools > Analyze/Options > Select > Entire Pivot Table.

Then you need to once again go to Pivot Table Tools > Analyze/Options >
Select but this time select the Values
Now press CTRL+1 t o bring up the Format Cell s dialogue box and
make your formatting changes within here and press OK.
NB: This will fix the number format permanently and any new field that gets
added into the Pivot Table will have this format. Coll hey!

STEP 7 : To change the Sum of SALES 2 name within the Pivot Table,
you need to click on a cell in the Pivot Tabl e which contains the Sum
of SALES2 and manually make the change and press Enter
STEP 8 : You need to select the whole colum n that contains the
empty values and Right Clic k and select Hide

You now have your Table, all formatted and showing the Difference from
the previous Year:
19. Running Total in
A Running Total In is the accumulation of values over a certain period, like
days, months, or years. It is sometimes referred to as the Year to Date
analysis.

A Running Total In takes one period’s values, then adds a second period,
then a third period…and so on, to give the accumulated values up to a
certain period.

This can be shown in dollar form or in percentage form.

With an Excel Pivot Table, we can easily include this calculation without
the need to use any formulas. Here is how:
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STEP 1 : Insert a Pivot Table by clicking in your data and going to
Insert > Pivot Tabl e and choose to insert it in a New or Existing
Worksheet

STEP 2 : You will need to put the Months Field in the ROW area, the
Year Field in the COLUMN area and then put the Sales Field in the
VALUES area two times!
STEP 3 : Right Click on a Totals cell and choose Remove Grand Total
STEP 4 : Right Click on a Sum of SALES2 value and select Show
Values As > % Running Total In > Base Field: Month

STEP 5 : You can manually change the name of the Sum of SALES
2 Field by clicking in the cell’s title within the Pivot Table:
STEP 6 : We can insert a Pivot Chart by clicking in our Pivot Table and
going to PivotTable Tools > Analyze/Options > Pivot Chart

STEP 7 : From the Insert Chart dialogue box you need to choose the
Combo chart and “check”the Secondary Axis box for the YTD% Series
and press OK
You now have your % Running Total In values on a Pivot Table and also
shown graphically on a Pivot Chart:
20. Group by Date
Grouping Dates is very easy with a Pivot Table. All you have to do is
Right Click on your Date values (which are either in the Row or Column
Labels of your Table), then choose the Group option. From the dialogue
box, you can choose to Group by Days, Months, Quarters, or Years .
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STEP 1 : Right-click on your Date values and choose Group.

STEP 2 : Select the combination of grouping you prefer. Click OK.