Ever wondered how to get percentage of another value in Excel pivot tables, like this:
In this tip, learn how to create such calculations using Excel pivot tables.
Note: this tip is not compatible with older versions of Excel. If you are using Excel 2007 / 2010 / 2013, then please install free Power Pivot add-in to create measures.
Step 1: Create a data model pivot table from your data
Let’s say you have some ledger entries data like this, in a table named data:
Go to Insert > Pivot Table and create a data model pivot table from this. Make sure you check “Add this data to the data model” option.
Step 2: Create a measure to calculate percentage of another value in Excel pivot tables
Now that we have a data model pivot, you can add measures to calculate various interesting things. Let’s create a measure to calculate the amount as a percentage of sales. To do that, right click on table in fields list and click on “Add Measure…” option.
Write below measure:
=SUM(data[Amount]) / CALCULATE(SUM(data[Amount]) , ALL(data), data[Category]="Sales")
And click ok. Now your measure has been created. Add this to the pivot table values area and you can see other values as % of sales. Cool no?
How does this work?
There are two parts in this calculation.
-
SUM(data[Amount]): gives the total amount for the category / sub-category in the pivot table rowCALCULATE(SUM(data[Amount]) , ALL(data), data[Category]="Sales"): calculates the total amount for “Sales” category by first removing filters on the data table { ALL(data) part } and then setting a filter with data[Category]=”Sales”
If all of this sounds like Greek and Latin, then check out my excellent introduction to DAX page first. You will learn how DAX works with simpler examples.
If you want to show the percentages only for non-sales category:
then you can use below measure definition:
=IF(HASONEVALUE(data[Category]), IF(values(data[Category])<>"Sales", sum(data[Amount]) / CALCULATE(sum(data[Amount]), all(data), data[Category]="Sales"), blank()), blank())
See all this in action – Video tutorial on “How to calculate percentage of another value in Excel pivot tables”
Check out this short video to understand how to create your percentage of sales measure in Excel. You can also watch it on Chandoo.org YouTube Channel.
Download percentage calculations pivot table example
Click here to download example workbook for this tip. Right click on the measures and select “Edit” to see the DAX formula.
More advanced pivot table tips
Been making pivot tables for a while and want to graduate to next level? Check out below tips:
- Distinct count in Excel Pivot Tables
- Rank totals with in a category in pivot table
- First and last date of a sale using pivot tables
- Generate combinations of two lists quickly
- Excel for accounting – 6 part tutorial
- More on Excel pivot tables & Power Pivot
Pivot much? What is the coolest pivot you have built
I build pivot tables every day, even on those unfortunate days when I don’t get to work on Excel or Power BI (yes, I build them in my mind on those days, you silly). They are powerful, useful and essential.
What about you? What is the coolest pivot you have built? Please, pretty please, do tell me in the comments. Off you go.
29 Responses to “Customer Service Dashboard using Excel [Dashword Week]”
Looks good, Mara. Keep up the good work!
Thx Mara, your work is great, congratulations...
wow ! Great stuff Mara !!
I am amazed on the work you did !
What I like about your dashboard
1. The first impression is the colors used. Very smart use of colors that matches each other, easy on the eye - make people wants to find out more !
2. Clear message shown for the tweetboard for Quick overview on the state of situation.
3. Use of creative titles for your charts "Information Desk".
4. Clear and uncluttered charts. Gives reader a clear perspective with good use of charts colors too.
5. Good use of Legend to describe what color meant "Highest Sales out of the three months"
6. Of course, good use of Check boxes and Slider bar to offer interactiveness on your charts.
Suggestions
1. You may want to consider formatting your Y and X axis labels to show thousands, in $500K format instead of $500,000, so you can even made your chart look much neater.
2. Budget Variant Chart - This one is special...I took a second look and try to understand it. I am not sure if this is the best chart to visualize Sales VS Budget and Variances. And the Variance of 16.19% is positive, so u may want to use conditional formatting to make it green color, red if negative.
Overall is Great Work and Great Effort !!! Keep it up and I am so proud of you !
Francis Chin
http://www.francischin.com
Great Work Maya, just wondering if "5" Scrollable list of various gift shop items, can compare the previous 2 and current month selected in the above picklist, just one more suggestion if we can use top 5 gift category by using donut and bar mix chart to show sales mix for different months
Chandoo I would like to thank you for posting such helpful tricks for creating dashboards, I have learned a lot from your KPI Dashboard demo, I have created one dashboard to compare performce of Sales Associates, thaks a lot again
Thanks for the idea! Great job! You are giving me a lot of inspiratons!
Thanks everyone for the nice comments. I'm such a novice at this so I was so grateful for Chandoo's class and for everyone who submits ideas on his blog.
Francis: Thanks so much for your comments. You're an inspiration. For the budget variance chart, I actually got that idea from one of Chandoo's post on budget vs actual. There was one that was simple and easy to read so I learned how to do that and made it dynamic. I'm open to any other ideas you have for budget vs actual. I'm always looking for ways to improve.
Sabrina: Thank you for you for your suggestion on the top 5.
Dear Mara,
Great work.
But i one suggestion regarding the INFORMATION DESK graph is consist of month but which year it belong is not there if it would be there it would be great.
Warm Regards
Bhushan Sabbani
+91 98208 26012
Thanks for this idea... Great Stuff !!
Excellent dashboard Mara.
The best I like about the dashboard is the choice of colors. They are cool and not distracting. Thanks for sharing the file.
@Chandoo
Thanks for the dashboard week Chandoo. I am learnt a lot in the last 2 days. I am excited over the next 3 days! 🙂
Regards,
Ravi.
Great work Mara ! Thanks for sharing .
Mara, I liked the line, "Need to be more helpful." Our government needs to print this line, laminate it and post it in all government offices for the staff to see.
Hi there, i have been recently visiting this blog it is really great, the best one for Excel, wish Chandoo great success ahead.
I have one query, if you protect the data sheet the chart with the checkbox gives and error saying the data is protected and cannot be modified, is there a way around. This is cause if we want to publish this to someone who should only see it and do no changes to the data, is it possible please guide.
This could be a silly but bear me i am novice to excel 🙂
Thanks.
nice work.
inspired me a lot, working on few dashboard projects...
[...] Customer Service Dashboard in Excel 14,326 [...]
[...] Customer Service Dashboard Example [...]
dear mara
looks great .any reason why you have not used the bullet chart for the actual vs target chart.on the whole it is simple and elegant .jay.
Dear Chandoo,
The word Dashboard in the heading is misspelt.
Wow. Very Nice work Mara. Next week I am going to take the Course, I will try to post my work here.
Thank you so much for your helpful blog. Always appreciated your tips and tricks.
I am proud that you belongs to our Vizag City.
The above comment, I forgot mentioned about Chandoo, those two paras is about Chandoo. 😀
Thank you Mara!
Thx Mara, your work is great, congratulations…
Great Work Mara!!!!!!!!!!!!!!!!!!!!!!!!!!
Hi Chandoo,
I had been following your blogs for tips and tricks on excel. I am working with Media agency and we collect the data. Now this data has several parameters based on several legends. For eg Class A - legend color red, classB - legend color green and so on. Class A has several characteristics and parameters and heading etc. Now everytime we gather data and make pivot then based on the data in the pilot tables - top 10 we need to insert those in charts manually and also need to change the colors of legends and also. We create nearly 300 slides every month sector wise and it takes nearly our 4-5 days in doing that. Do you have any sample dashboard which will be helpfull to us and we can create it in a day.
Thanks really amazing one,
it helped me in desgining OTACE report
Regards
Gowravan M
9980651792
Awesome Job done here .............
very good master piece but wont to know if you can design KPI's for a financial institution. Thank you
I need help to make performance for our company
we have about 10 products from 5 years old