Good morning,
I'm using Excel 2010 / Windows 7 Professional.
I have a table that I would like to summarize with a pivot table. I'd like the pivot to have sections for the 3 different types below and then show the detail for the various descriptions and calculate a "net income". That is straightforward and simple to do.
What I cannot figure out (and it may not be possible) is how I could add a column to the pivot table to show each row as a percentage of the "total income". So using the data below each row would be divided by the total income of $140,000.
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This is what I am trying to achieve. The "Sum of Amount" column is easy, but the Percent of Income column is what I cannot figure out.
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Very much appreciate any help provided.
Thank you,
Clayton_
I'm using Excel 2010 / Windows 7 Professional.
I have a table that I would like to summarize with a pivot table. I'd like the pivot to have sections for the 3 different types below and then show the detail for the various descriptions and calculate a "net income". That is straightforward and simple to do.
What I cannot figure out (and it may not be possible) is how I could add a column to the pivot table to show each row as a percentage of the "total income". So using the data below each row would be divided by the total income of $140,000.
Type | Description | Amount |
Income | Salary | 100,000.00 |
Income | Bonus | 35,000.00 |
Income | Consulting | 5,000.00 |
Expense | Mortgage | (18,000.00) |
Expense | General Living | (30,000.00) |
Expense | Taxes | (32,000.00) |
Savings | 401k | (16,000.00) |
Savings | Roth | (5,500.00) |
<tbody>
</tbody>
This is what I am trying to achieve. The "Sum of Amount" column is easy, but the Percent of Income column is what I cannot figure out.
Row Labels | Sum of Amount | Percent of Income |
Income | 140,000 | 100.00% |
Bonus | 35,000 | 25.00% |
Consulting | 5,000 | 3.57% |
Salary | 100,000 | 71.43% |
Expense | -80,000 | -57.14% |
General Living | -30,000 | -21.43% |
Mortgage | -18,000 | -12.86% |
Taxes | -32,000 | -22.86% |
Savings | -21,500 | -15.36% |
401k | -16,000 | -11.43% |
Roth | -5,500 | -3.93% |
Net Income | 38,500 | 27.50% |
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Very much appreciate any help provided.
Thank you,
Clayton_