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Carlos_Gomez's avatar
Carlos_Gomez
Copper Contributor
Sep 28, 2019
Solved

percentage of sales advance in pivot table

Hi, people! 

 

Yesterday I was trying to make a pivot table that shows "presales", "sales" and de % advance [wich means "sales/presales"].

 

To be clear, in my work we sell packages to the retailers and, I want to track "how much % of the packages the retailer hav sell". Lets say the retailr bougth 10 packages and sold 8 to customers, so, we understand the retailer sold the 80% of the presale


Does somebody know how can I show this 3 data on a pivot table? Consider that my database shows in one column the kind of sale (presale or sale) and, in another column shows the amount.

  • SergeiBaklan's avatar
    SergeiBaklan
    Sep 28, 2019

    Carlos_Gomez 

    If your data is like this

    to create PivotTable as on the right

    - add data to data model creating PivotTable

    - add three measures to the data model, using PowerPivot or from right click menu on Table

    Measures are

    Sale:=CALCULATE(SUM(Table1[Amount]),Table1[Kind]="sale")
    Presale:=CALCULATE(SUM(Table1[Amount]),Table1[Kind]="presale")
    Sales %:=DIVIDE([Sale],[Presale])

    - add them to values of the PivotTable

    - apply formatting and design as desired

8 Replies

  • Carlos_Gomez 

    Why not upload a small sample file with some dummy data to visualize the layout of your data in order to provide an accurate solution?

    Btw what Excel version you are using?

    • Carlos_Gomez's avatar
      Carlos_Gomez
      Copper Contributor
      Excel 365, should be the version from 2016/2017, not sure. How is that sample file that you refer?
      • SergeiBaklan's avatar
        SergeiBaklan
        Diamond Contributor

        Carlos_Gomez 

        If your data is like this

        to create PivotTable as on the right

        - add data to data model creating PivotTable

        - add three measures to the data model, using PowerPivot or from right click menu on Table

        Measures are

        Sale:=CALCULATE(SUM(Table1[Amount]),Table1[Kind]="sale")
        Presale:=CALCULATE(SUM(Table1[Amount]),Table1[Kind]="presale")
        Sales %:=DIVIDE([Sale],[Presale])

        - add them to values of the PivotTable

        - apply formatting and design as desired

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