How To Create A Report To Show TOP 20% Based On Sales To Grand Total
Mar 5, 2012
Let's say I have a list of 200 customers with their business name in column A and their total 2011 purchases from my company.
How can I create a report to show the TOP 20% based on sales to grand total.
Basically, of my total business last year... I want to see the top 20% of this customer list that contributed to my total business.... and so on... to show top 40%, top 60%, etc. So, did 5 customers contribute to 20% of my total... or was it 10, 15?
Let's start with the above 1st.... but I want to also know if I can make this report (or maybe dashboard) dynamic? I'm pulling my sales from a database, and want to be able to refresh this report periodically throughout 2012. The list of customer will grow throughout the year too.
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Sep 1, 2011
'Pivot Table Calculated Fields" - Below is my pivot table.
I need the pivot table to subtract 'February' sales figures from 'January' sales figures to get the difference (variance).
I know the following steps:
1) Click on the Pivot Table
2) Choose "Formulas"
3) Choose "Calculated Field"
4) In the "Name" field - type in the name that I want "Two Month Variance" (for example)
5)......then I don't know what to do
Sum of Quantitymonthsupplier idjanfebGrand Total
754466163150842519337568263901785022875682639410025035075682639500
75682639642523866375682639780012492049756826398209209756826399292292
756826400264264756826401178178757494037292292761034919209209867233456264264(blank)
Grand Total245154236931
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Feb 6, 2013
I am building a Pivot table and I need to show ONLY the Grand totals at the end of the table. In the example below I want to show only Total volume Stage movement at the end and not the subtotals in the columns.
Column Labels
Pipeline
Best Case
Commit
Closed
[Code]...
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Jul 29, 2014
I have been asked to create a report that rank top sales agent for the month with the following variables:
Total # of sales-35%
Total $ of sales-45%
Number of calls made-20%
Given that there is more than one variable they have placed percentage weight on each. Thus my task is to cull said percentage and add their total thus getting a figure which would represent their ranking depending on how higj or low the total is.
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Feb 4, 2013
I wanted to get the data from data sheet where i have entered the data manually for sales what have done
Now I wanted is when i enter date i should get the product and price in other sheet
Example:
If I enter date in a1 cell
I should get the detail of product in b1-b10(if i sold 10 item )which is in data sheet
And c1 - c10 price (if i sold 10 item @that price)
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Feb 20, 2008
See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.
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Jan 4, 2005
I have created a chart on excel for us to track daily sales but also to figure sales tax so we know what to send the IRS each month. We have been figuring the sales tax ourselves and
filling in the chart on excel but I would like to create a formula that
automatically does it for me based on total sales.
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Oct 14, 2009
I need to copy the values of a range on the weekly sales worksheet to the monthly sales worksheet. The last column is the total on the weekly sales. Part of the heading of the total column is the week ending date (e.g. 10/17/2009. On the Monthly Sales I have the months in columns by week ending (e.g. 10/17/2009).
Range I4:I28 to the monthly sales worksheet by date.
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Jul 26, 2012
I have a column for suppliers names and a total column The suppliers names differ. How can I create a separate column to show the total of spent for each supplier. I'm not up on excel code
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Feb 10, 2007
I have several files that are alike except that some have a different number of worksheets ion them.Some may have 12, some have 30. I need a macro or code that I can put in each file on the last sheet that will calculate the totals of L25 of each sheet (All Sheets) and put the Grand Total in the last sheet on cell M25.
Again,Some of the files have more sheets than the other , but I'd like the code to total L25 of all sheets, regardless of how many there are and put the Grand Total on the last sheet in cell M25.
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Aug 29, 2007
Sometime the ansewer in so simple I look past it. But how do you show the automated grand total in a line chart.
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Jun 24, 2008
title says it all - I'm sure this is possible but can't figure it out
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Apr 10, 2014
On a pivot table, I want the grand total to be the average. When I code it, the code changes all the values in the column to an average.
if a person's % for April is 95% & the sum of all the people in the table is 1924%. If I change the grand total to average, the person's april % changes to 19% (which is an average instead of a total.
[Code] .....
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Mar 23, 2009
I have 2 combo box: the first one is called combo box1 and the 2nd one is called combo box2. I simply want whenever a name is selected from combo box1; i want a Grand Total to be selected automatically from Drop Down box2. I have several names in the Combo Box2 and Grand Total is always the last. So note that the list of names in Combo Box2 is dynamic and they keep changing all the time. I have attached a sample for more details.
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Feb 11, 2010
Iam just looking for an macro which can do a double click in the grand total column of a pivot table.
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Sep 13, 2010
Is there a way to plot the grand total from a pivot table on the pivot chart?
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Aug 30, 2013
Can I use a macro to format a column that contains the words 'Grand Total'?
When I paste over the pivot it has reduced the column width and since it is all being produced by a macro I dont want to be lazy and do manual formatting.
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Jul 13, 2007
Is there some code that will return the 'Grand Total' figure from a set of data that has had 'Subtotals' applied to it?
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Jun 12, 2008
I have a Pivot Table With 2 Row field:-
1st Column = Product - Apple and Orange
2nd column = Region - US and Europe
Now Pivot Table look like this
Apple - US: 100
Apple - Europe: 200
Orange - US 50
Orange - Europe 20
Total - 370
How to show instead of Total - 370
Show:-
Total - US 150
Total - Europe 220
Master Total - 370
?
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Nov 6, 2008
I am still pretty new with pivot tables and charts. Is there a way I can include the Grand Total number within my pivot chart without altering my source data?
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May 15, 2007
I started a pivot table for our budget and on the left side I have the account names and about 4 columns of applicable account codes to which I turn on and off when needed. On the right side I have all the budget numbers divided by quarter and halfs. On the right side, I can drop any list of numbers and it does the sum but for some reason, when I drop my 4th quarter numbers, it gives me a count and not sum. How do I change it to sum?
Second problem: I have grand totals number going down the columns meaning I have a sum of all my 1st Quarter numbers but I do not have them going across each line on row. How do I add that?
Third problem: I forgot a list of account codes to be put on the left, how can I add it?
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May 19, 2013
I have a pivot table the has a listing of potential customers and I have included meeting dates in this table. The problem that I have is that the Grand total adds up all the dates and I have a total that doesn't make sense.
I want to hide the total for the 'Date Meeting Setup' column and keep it for the others. Can this be done??
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Apr 15, 2014
As you can see in attached file (hopefuly you can see it) pivot table Summed sales in 2014 and 2013 in column GRAND TOTAL. Insted of summing this two years, I would like to show difference between them, but keep this layout!
PROBLEM.jpg
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Oct 21, 2011
Import Financial System -Recaps Trial BalanceFrom Date:31-Jul-2011,To Date:27-Aug-2011,
Requested By:Jenny Drumm,30-Aug-2011 9:28 AMAge Range: 0 - 30, No. of recaps: 231
Broker File NumberAgeVendor/Co/DeptFirstBankAssistsFRTBRODTYLoadsInvInvClaimsGL AcctTRUETRUEBalanceCostFeeRecptsAdjRecptsROE VarLC Var
[Code] ........
There are more age groups, & some groups have hundreds of lines. Each of the total line in the report has a number plugged in by the system, which, because of rounding, may be off by several cents. I figured out how to move the rows with Broker File Numer, etc & the row after it up above the first Age Range.
What I need to do next is:Delete all rows between "Age Range: ....." and the start of that range's data.Delete all blank rows between "Totals" and the next "Age Range: ...."Delete 5 rows after "Grand Total"Put a formula in the row immediately above each age range's "Totals" for each column, summing all the data for that column, in that age range. (Hopefully with the word Total in column B of that row, too)Put a formula in the row immediately above the "Totals" after "Grand Total" that adds together each of the Age Range totals.(I did figure out how to get the "Balance" cell in each row to sum that row going right to left, so at least I got a start! For that I'm using
Code:
LR = Range("C" & Rows.count).End(xlUp).Row
With Range("R10:R" & LR)
.NumberFormat = "#,##0.00_);[Red](#,##0.00)"
.HorizontalAlignment = xlRight
.VerticalAlignment = xlTop
.FormulaR1C1 = "=IF(ISNUMBER(RC3), Sum(RC5:RC17), " & Chr(34) & Chr(34) & ")"
End With
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Feb 11, 2013
I have a column in my pivot table with values that are formatted as percents. I am trying to make the grand total reflect the average of all values in the column, but it keeps showing a sum of all values.
Example: the values in the % column are 90%, 100%, and 110%. I want it to show 100% (the average), but it is showing 300% (the sum)
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Nov 6, 2013
Capture an average from the Grand Totals in a Pivot Table? If so what are the steps.
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Nov 11, 2009
I am using subtotals for a large spreadsheet showing various sales by person and area. I have sorted the data by area then by person and insterted subtotals. All columns are fine, except two. On two columns, the grand total displayed does not match the sum of the areas.
If I remove the subtotals and sum the columns, they are all correct. It is only when using the subtotal function that the error occurs, and only ever on these two particular columns.
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May 16, 2014
i'm trying to crack what should surely be a simple problem. Attached is my spreadsheet.
As you can see I have 3 columns of detail, with totals spread over a number of months.
I want to be able to display the percentage of the Resource total for each other grouping.
For example, in my spreadsheet you can see resource Mick Arber at the top. I want to be able to see each of his rows as a percentage of HIS total.
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Apr 24, 2008
i have a problem regarding calculated field.. i have data of sales of a distributor with all the accounts that he handles.. i want to get the total number of buying accounts for that distributor..
buying account is an account that bought a specific product for at least one time... even the account buy 2 or 3 times more for that specific product the account is considered as 1 buying account..
i want to use a pivot table so i can manipulate the data.. first i tried to add an additional field to my data and put the formula
"if(norbo_val>0,1,0)" where norbo_val is the total sales less the rejects. it means if ever an account have positive sales the account is considered as a buying account for that specific product. my problem is that when that account bought the same product for 2 or more times it sums all the times an account bought for that specific product..
so i decide to remove the field in my data and create a calculated field in the pivot table. i input the same formula to the calculated field and it gives me the correct result where if ever an account bought a specific product for at least one time regardless on how many times the account bought that same product, the account is considered as 1 buying account. the only problem i am encountering now is that the grand total is not summing up the total numbers of buying accounts if i list all the accounts. it seems the formula is affecting the grand total where it should add the total of buying accounts but instead using the formula of the calculated field so the result is only 1.
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Feb 2, 2008
I have an Access DB that I query with excel and I pull two years worth of sales data. I have tried using a pivot table report to display the following data, but I can't figure out how to display the data in the following format.
The pivot table will give period and YTD but the totals for YTD are not cumulative for the year up to that period (it seems to total the period only).
For the current Year- period (month) and YTD (only up to the period displayed).
For the last year- period and YTD (only up to the period displayed).
The fields I query are Customer, City, Product, Salesperson, Period(month), Year and Sales
I have tried putting the queried data on one sheet and then using formulas on another but I am not having any luck.
I would also like to be able to select which period I am viewing but this is secondary.
I can upload an example if necessary.
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