Fields

The source data in the example contains three fields: Area, Item, and Cost. The pivot table as shown uses only two of these fields: Area and Cost.

Area is a Row field, and Cost has been added twice as a Value field, once to show total cost, once to show a percentage breakdown. To show total estimated cost, the Cost field is set to sum values and has been renamed “Estimate”:

To show a percentage breakown, the Cost field is added again to the Value area and renamed “%". Show Values As is set to percentage of grand total:

Finally, the Area field is sorted in descending order by Estimate (Cost):

Steps to create this pivot table

Author

Dave Bruns

Hi - I’m Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.   

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