Pivot Table

Pivot Table Percentage

Reading Time: 3 minutes

This article explains how to do a Percentage in a Pivot Table. NO FORMULAS are needed.

Don't create formulas

It is very common to see users add percentage formulas out of the pivot table.

For example here, to calculate the percentage for each country, we have create the following formula.


Wrong way to calculate percentage in a Pivot Table

This technique is wrong because when you will refresh your pivot table, the references of the cells will change. And then the result won't be correct.

How to add percentage?

Adding percentage to a pivot table it's very easy.

  1. Drag and drop the same field 2 times
Drag and Drop the same field 2 times
  1. Click on the arrow (on the left of the field)
  2. Select the option Value Field Settings
Menu Value Field Setting
  1. In the dialog box, select the tab Show Values As
Pivot Table Tab Show Values As
  1. Then, in the dropdown list, you select % of Grand Total
Menu percentage of Grand Total


Percentage in the pivot table

Percentage parent

But, if your pivot table presents a hierarchy between your data, the calculation of the percentage could be inaccurate.

For instance, in this example, you have a pivot table for the categories and the sub-categories. We have 2 columns : the sales and the percentage.

Percentage with a hierachy between the data

In this situation, the option % of Grand Total is correct only for the first level.

Percentage of the first level

When you expand the sub-levels, you can see that the percentages don't represent 100% of the previous level

Percentage not 100 percent of the previous level

But you can correct this situation by changing the option of calculation mode in the pivot table. Instead of % of Grand Total, you select % of Parent total.

Option percentage of Parent Total

And you select the upper level field representing the Grand Total

Select the upper level field

Then, each sub-level represents 100% of the previous level 😀👍

Percentage parent return 100 of sub levels

Related posts

Add filter option for all your columns in a pivot table

Frédéric LE GUEN

Pivot Table – Presentation

Frédéric LE GUEN

Split report to many sub-reports automatically

Frédéric LE GUEN

Leave a Comment