A PivotTable column worth repeating

BY J. CARLTON COLLINS

Q: How do I add a percentage-of-total column in a PivotTable in Excel 2010?

A: The October 2011 JofA Technology Q&A column (page 76) included an item titled “Make a Difference With PivotTables,” which explains how to add a calculated column to a PivotTable. That solution could work, but in this particular situation, I’d like to offer an easier option, using Excel’s Show Values As function. To use this feature, in the PivotTable’s Field List, drag the value field name that you want to summarize by amounts and percentages into the Field List’s Values box twice. This action repeats the value columns in the PivotTable, as shown below.


Next, right-click anywhere on the second value column (Sum of Revenue2 in this example) and select Value Field Settings from the popup menu. In the resulting Value Field Settings dialog box, click the Show Value As tab and select % of Column Total from the Show Values As dropdown box, and then click OK.
 
Your PivotTable will now display the same two columns of data both numerically and as a percentage of total, as pictured below. (In this example, I double-clicked and edited each column’s title to better describe the data.)

Note: This option also can be accessed from the PivotTable Tools tab by selecting the Options tab, Calculations, Show Values As.

SPONSORED REPORT

How to make the most of a negotiation

Negotiators are made, not born. In this sponsored report, we cover strategies and tactics to help you head into 2017 ready to take on business deals, salary discussions and more.

VIDEO

Will the Affordable Care Act be repealed?

The results of the 2016 presidential election are likely to have a big impact on federal tax policy in the coming years. Eddie Adkins, CPA, a partner in the Washington National Tax Office at Grant Thornton, discusses what parts of the ACA might survive the repeal of most of the law.

QUIZ

News quiz: Scam email plagues tax professionals—again

Even as the IRS reported on success in reducing tax return identity theft in the 2016 season, the Service also warned tax professionals about yet another email phishing scam. See how much you know about recent news with this short quiz.