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Lære Show Values As and Comparative Analysis | Advanced Pivot Table Techniques
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Excel Pivot Tables in Depth v2

bookShow Values As and Comparative Analysis

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Pivot Tables can display values in different ways without changing the underlying calculation. Instead of showing raw totals, you can display percentages, differences, rankings, or running totals. In this chapter, you'll use Show Values As to compare performance.

By default, Pivot Tables display values as standard aggregations: Sum, Count, Average.

However, you can change how those values are presented.

Using "Show Values As"

To change how a value is displayed:

  1. Click any numeric cell in the Pivot Table;
  2. Open Value Field Settings;
  3. Go to the Show Data As tab;
  4. Choose a calculation type.

This does not change the original aggregation. It changes only how the result is displayed.

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Common Comparative Calculations

Calculation

Description

Example

Useful for

% of Grand Total

Used to measure contribution.

  • Category A represents 35% of total revenue;
  • Region North generates 28% of company revenue.
  • Budget allocation;
  • Resource planning;
  • Strategic prioritization.

% of Row Total

Used to analyze distribution inside a group.

  • 60% of Electronics revenue comes from the North region;
  • 45% of Furniture revenue comes from the South.
  • Regional performance evaluation;
  • Identifying dependency on specific markets.

% of Column Total

Used to analyze category weight within each region.

  • Electronics represent 40% of revenue in West;
  • Clothing represents only 12% in East.
  • Regional product strategy;
  • Expansion decisions.

Difference From / % Difference From

Used for performance comparison.

  • Region South generates 15% less revenue than North;
  • This quarter grew 8% compared to last quarter.
  • Variance analysis;
  • Trend monitoring;
  • Management reporting.

Create a Pivot Table with:

  • Rows: Category;
  • Columns: Region;
  • Values: Sum of Revenue.

Add Revenue again and set it to:
% of Grand Total.

Add Revenue again and set it to:
% of Row Total.

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