Excel Tip. Show Value And Percent In Same Report- No Formulas!
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Oct 4, 2021
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Often you will need to display a value as well as per cent in the same report. Today I will show you how to avoid using formulas to do this!
We go back to one of the best tools in our Excel took kit, the Pivot Table. So, the first step is to build the Table.
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https://howtoexcelatexcel.com/download/show-value-and-percent-on-same-report/
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https://howtoexcelatexcel.com/formulas/show-value-and-percent-in-same-report-no-formulas/
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Next, drag the GROSS Sales field to the Values area of the Pivot Table which does the hard work for us. Then add the Month field to the Rows area to easily calculate the Gross Sales per month.
The requests for this data or report is to show not only the ACTUAL GROSS sales per month but the % SPLIT PER MONTH of TOTAL GROSS SALES. This is really easy with our Pivot Table solution.
There are TWO ways to show the monthly percentage split.
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*Right, Click on the data area where your gross sales are shown.
*Select Value Field Settings.
*Click the Show Value As Tab.
*Select % of Column Total.
This will change the monthly gross values to a percentage of the full years of gross sales. Showing just these sales as a percentage split. This is great information.
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If you want to display the ACTUAL GROSS sales AND the % split, then this second method is the one to use.
*Drag the GROSS Sales field to the value are of the Pivot Table (AGAIN).
*You now have both the % split and the actual sales value.
*YES! Easy as that!.
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